Administrate

To access the Administrate screen, you can click on the "Advanced" tab and select "Administrate".

On the Administrate screen, you have the ability to add, view, and edit the individuals who are granted access to your Migrate environment.

It is important to note that any user who is added will be given complete administrative privileges within the environment. This means they will have the ability to modify existing projects, connections, and batches, as well as initiate migrations. However, they will not have the capability to invite other users or access the Administrate option. These privileges are exclusive to the Primary Account, who is the user that initially installed CloudM Migrate self-hosted or registered CloudM Migrate Hosted for the domain using the provided access token from CloudM.

The Administrate screen will include all of the below for each user.

• First Name - First name provided for the user.
• Last Name - Last name provided for the user.
• Email - Email address provided for the user. This is the email address the user should provide when logging into the environment.
• Phone - Phone number provided for the user.
• Active - This information will provide details about the user's status. An unlocked lock symbolizes that the user is currently active, while a locked lock symbolizes that the user is currently locked.
• Address - Address provided for the user.

Below, we provide a comprehensive overview of the available options on this page.

Add a new user

To add a new user, please follow the instructions provided below.

1. Click on the Add User button,
2. Enter a First Name, Last Name and Email address and password. These fields are mandatory.
   • Please ensure that the Email address provided is the user's primary email address, and not an alias.
   • Optionally, you can also provide a phone number and address.
3. Select Save.
4. The newly created user will now appear in the user list. They will be able to login with the password provided.

Lock user access

1. Firstly, the user will have an Unlocked icon assigned under the Active column. This means that they can currently access this project.
2. Select the Lock icon (which will be Locked),
3. A pop-up box will appear asking you to confirm your request. Select Ok to proceed.
4. The icon under the Active column will appear Locked, and you will not see the option to Invite User.

Unlock user access

1. Click on the Lock icon (which will be Unlocked),
2. A pop-up box will appear asking you to confirm your request. Select Ok to proceed.
3. The icon under the Active column will appear Unlocked again, and you will see the option to Invite User.

Edit a user

1. Click on the pencil icon to the right-hand side of the user.
2. Make the changes you require in the Edit User screen.
3. Click Save.