Adding Users

When you add a new user, the user receives an email to verify their account. They must verify their account before they can log in. You can either securely share the user's password with them, or ask them to set a new password by using the Forgot password link on the log in screen.

To add a new user:

1. Navigate to Admin > Users.
2. Select Add User.
3. Enter the user’s information, including the following required information:
   • Email address.
     Note: The User Name field is automatically set to the email address you enter.
   • First and last names.
   • Role (see User Roles and Permissions)
   • Password.
     The user can change their password later using the Forgot password link when they log in, or from their profile (see Changing Your Password).
4. Select Add, and then select OK to confirm.

Limitations and Requirements:
The following fields do not allow special characters:

• First Name
• Last Name
• Title
• Phone

Updating User Accounts

You update a user’s account settings, including their role, from Admin > Users.

Note: You cannot change a user's email address.

To update a user’s account settings:

1. Navigate to Admin > Users.
2. If needed, use the Search option above the Users table to search for users by any field. For example, you can search for all users with the "author" role, or search for a specific user by last name.
3. In the row for the user, select one of the following:
   • Edit to change the user’s settings, including role.
   • Password to change the user’s password.
4. Select OK to confirm the change.

Enabling and Disabling Users

By default, new users are enabled to sign in to Tamr Cloud. If needed, you can disable user access to Tamr Cloud, either individually or in bulk. Users whose accounts have been disabled cannot sign in or use any Tamr Cloud services. Other users cannot share Tamr Cloud resources with users whose accounts have been disabled.

To disable or enable Tamr Cloud-authenticated users:

1. Navigate to Admin > Users.
2. Select one or more individual users, or select the Select All checkbox to select all users.
   Tip: Use the Search option above the Users table to find the user or groups of users to update. For example, search to find all users with the author role.
3. Select Disable to disable the user(s), or select Enable to re-enable the user(s).
4. Confirm your choice.

You can filter to users that are enabled by sorting the Enabled column to TRUE. To filter to users who are not enabled, filter this column to FALSE values.

Deleting Users

Important: If you would like to disable a user's access temporarily, you can disable their account instead of deleting it.

To delete users:

1. Navigate to Admin > Users.
2. Select one or more individual users.
   Tip: Use the Search option above the Users table to find a specific user.
3. Select Delete to delete the user(s).
4. Confirm the deletion.