Create/Edit/Deactivate Cloud9 users accounts

Firm Admins can add or edit Cloud9 user accounts for a firm. The user account form enables Admins to define for each user compliance settings like retention policies and voice recording permissions, security settings like SSO, or permissions to use certain Cloud9 features like Dynamic Intercoms.

• Create a user account
• View and edit users
• Deactivate/Reactivate a user account

Create a user account

1. Select the Users tab in the left navigation bar of the Cloud9 Admin Portal. 

Before creating any user account, please note that the username of a user profile cannot be changed once the profile is created on the Cloud9 Admin Portal.

2. Select the Create User button to open the user account form.
3. Enter the user details in the corresponding fields and check the required user options.

1. 1. 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.
   2. Select Customize Welcome Email if you want to add custom text to the user welcome email.

Fields marked by an asterisk are mandatory. Paid features are indicated by a dollar sign .

4. Select the desired recording retention policy and Cloud9 application settings for this user.

For detailed information on user account settings, please refer to the Creating and Managing Cloud9 Users guide (login required to Symphony Docs).

5. 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.

6. Select whether the new user will be enabled for dial tone. Options available under Dial Tone are Cloud Dial Tone and Click to Call.

7. 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.

8. 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.

9. Select Save to confirm the creation of the new user.
10. 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.
11. Select the required group from the group list, then select Add Group to User for each group the user must be added to.
12. 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.
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 Users menu tab:

• Select the Edit buttons button when hovering over a user account’s row to go to the Manage Buttons page where you can access a virtual button layout to manage the user’s Cloud9 button board.
• 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.

Deactivate/Reactivate a user account

The data of deactivated users is not deleted from the Cloud9 database. Admins can still view and manage their data on the Cloud9 Admin Portal. Recordings are kept according to the set retention periods, as well as logs. A user is immediately deactivated and logged out from Cloud9 and the Cloud9 Admin Portal. Admins can still reactivate a deactivated user to recover the user account. 

To deactivate a user, make sure the user has logged out the application for at least the past 4 minutes.

1. Select the Users tab  in the left navigation bar of the Cloud9 Admin Portal. 
2. Hover over a user account row in the table and click the Deactivate user button .
3. Confirm your choice in the popup notification.

To reactivate a deactivated user:

1. On the Manage Users page, select Deactivated users in the user filters menu.
2. Hover over a user account row in the table and click the Reactivate user button .