Admins can create and manage users from the Users menu tab in the Cloud9 Admin Portal.

Add a new user

Only Firm Admins and the Cloud9 Helpdesk can add new users.

1. Select the Users menu tab , then select the Create User button to open the user form.
2. Enter the user details in the corresponding fields and check the required user options.
   
   
   
   
   • Make sure to enter the user’s email address in the Email field, as well as in the Email Addresses for Welcome Email field. To add multiple email addresses for the welcome email, separate them using a comma.
   • Select Customize Welcome Email if you want to add custom text to the user welcome email.
     
     
3. Select the desired recording retention policy and Cloud9 application settings for this user.
   
   
   
4. If you select YES from the Voice Recording dropdown menu to enable the feature for this user, under Recording Storage select either Cloud, Local or Cloud and Local.
   
   
   
   
5. Select whether the new user will be enabled for dial tone. Options available under Dial Tone are Cloud Dial Tone and Click to Call.
   
   
   
   
6. Under Administrator Role, assign a role to the user by selecting it from the dropdown menu. For users who will be Firm admins, enable either Multi-Factor Authentication or input the allowed IP addresses to access the Cloud9 Admin Portal.
   • Standard users should have 'None' as their role
     
     
     
     
7. If the firm is enabled for SSO, from the SSO dropdown menu select whether to enable SSO for the Trader application, for Portal, or for both.
   
   
   Note: The username of a user profile cannot be changed once the profile is created on the Cloud9 Portal.
8. Select Save to confirm the creation of the new user.
   
   
9. Read the user details summary, then select OK to add the user. Following your confirmation, the Edit Groups page opens, allowing you to manage the groups the user should belong to. The added user receives an email with the configured login username and password.
   
   
10. Select the required group from the group list, then select Add Group to User for each group the user must be added to.
    
    
    
    
11. Select Done in the bottom-right corner of the screen. The group is added to the user’s list of groups.

View and edit users

1. Select the Users menu tab on the Cloud9 Portal homepage.
   
   
2. Hover over a user account in the table and select the Edit user details button.
   
   
3. Make your changes to the user’s contact information and permissions, and select Save.
   Other actions you can perform for existing users on the the Users menu tab:
   
   
   • Select the Edit buttons button that appears at the end of a user’s row to go to the Manage Buttons page, where you can access a virtual button layout to manage the user’s Cloud9 Trader button board.
     
     
   • Use the Deactivate user button to deactivate an active user without deleting them. The user information is kept and you can reactivate this user later.
     
     
   • From the More Options dropdown menu :
     
     
     • Select Reset Password to trigger the password reset workflow that sends a temporary password to the user’s registered email address.
     • Select Re-login to trigger a Cloud9 Trader user re-login workflow, in which the users must log in to Cloud9 Trader again to continue using the service.
     • Select Reactivate user to reactivate a deactivated user from the last Actions column of the table.