As a Portal Admin, you can easily manage users in the Materialise End-User Portal. Follow this guide for simple instructions on adding, editing, or removing users.
1. Accessing User Management
After logging in, go to the homepage. From the menu on the left, you can access user management options under Users:
List Users: View, edit, create, or delete users.
List All Administrators: See all Portal Admin users (accessible to both Portal Admins and Portal Users).
Search Users: Find users using search filters.
2. Creating a New User
To create a new user:
Go to the List Users section and click the Actions button at the top.
Select Create.
Fill in the required fields on the Create User page:
- First Name and Last Name: Enter the user's name.
- Email Address: Provide a unique email address for the user.
- Can this user log in to the FlexNet Operations?: Select Yes.
- Status: Set to Active.
Link the user to your organization:
- Click Link Accounts in the Actions menu under Accounts.
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Select your organization’s account and assign a role:
- Portal Admin User
- Portal User
- Click Save
The user will receive a welcome email with login instructions and temporary credentials.
3. Editing Existing Users
- Select List Users from the menu.
- Click on the user’s Display Name.
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On the Edit User page, you can:
- Update user details (note: email addresses cannot be changed).
- Change the user’s role (e.g., Portal Admin or Portal User).
- Reset the user’s password by clicking Reset Password. The user will receive a temporary password via email.
- Your portal is typically linked to your organization’s account, so this setting rarely needs adjustment.
4. Deleting a User
To remove a user:
- Go to the List Users section.
- Check the box next to the user(s) you want to delete.
- Click the Actions button and select Delete.
- Confirm the deletion in the pop-up warning.
The user(s) will lose access to the End-User Portal after deletion.