Manage Admins And Staff, Managed Desktop Services, Xcitium

Manage Admins and Staff

Click 'Management' > 'Staff'

The staff screen lets you add staff members and assign them to roles. You can also transfer account admin privileges to another administrator.

Click 'Management' > 'Staff' in the top-navigation:

The screen lists all staff members along with their role:

Column Header	Description
Name	Full name of the staff member.
Email	Email address of the staff member. Staff should use this address to login to Xcitium) (X)
Verified	Whether or not the member has confirmed their email address. Staff receive an account activation mail after you first add them to X. They must click the link in the mail then create a password to become 'Verified' Staff can only login to X after verifying their email address.
Role	A 'role' determines the permissions that a staff member has within the Xcitium interface. The are three built-in roles - 'Admin', 'Account Admin' and 'Technician'. Technician is a good starting role for staff. You cannot edit the built in roles, but you can clone them and edit the clone. The person that signed up for the account is assigned 'Account Admin'. This role has all available privileges. Account admins can add staff and assign them any role except 'Account Admin'. See 'Manage Roles' for more on default roles and creating new roles.
Two-Factor Authentication	States whether or not additional login security is setup for the staff member. If enabled, staff need to enter a unique code in addition to their username and password. More details on this are at Account Security Settings.

See the following links for more help:

Add staff members and assign roles

Edit the details of a staff member

Resend account activation email to a staff

Remove a staff member

Reset Two Factor Authentication for user

Add a staff member and assign a role

Click 'Management' > 'Staff' in the top-navigation

Click the 'New Staff' button :

Name - The full name of the new staff member

Email - The email address of the staff member. This also acts as the staff member's username.

The account activation email is sent to this email address.

Staff must click the activation link in the mail then create a password

The staff member can login to Xcitium after completing the steps above.

Role - Select the privilege level for the staff member.

See 'Admin Privilege Levels' for a list of the permissions with each built-in role

See 'Manage Roles' for general help with roles

Note: Staff with 'Admin' privileges can only be created by the account admin.

Click the 'Save' button.

A confirmation message appears. The content of the message varies according to the role and account type:

Click 'OK'

An account activation mail is sent to the new user.

Staff should click 'Verify my email' then set a unique password to log into Xcitium.

After verification, the staff member can login with their email address and password.

If required, you can resend the activation mail from the Xcitium interface:

Open Xcitium Platform

Click ‘Management’ > ‘Staff’

Select the user in to whom you want to send the mail

Click the ‘Resend activation email’ button

The new staff member is also added to Service Desk and Endpoint Manager at the same role level.

Two factor authentication - If enabled, staff will also need to enter a code which is sent to their phone. See Account Security Settings for more details.

Endpoint Manager also lets you add 'standalone' staff who can only access Endpoint Manager. Staff created in Xcitium can access endpoint manager, but staff created in endpoint manager cannot access Xcitium.

Edit staff details

A staff member with appropriate privileges can edit the names of other staff, assign different roles and transfer account admin rights to another administrator.

Note: Staff can be edited only after they have validated their email address by clicking the link in the verification email.

Click 'Management' > 'Staff'

Select the staff member then click the 'Edit' button:

Update the details as required then click 'Save'. Note – you cannot update the email address. Delete the user and create a new one if want to replace a person’s email address.

Click 'OK'

Transfer account admin rights to a different admin

Note - only the current account admin can perform this task.

Click 'Management' > 'Staff'

Select the admin to whom you want to transfer rights then click 'Edit'

Click the 'Role' drop-down and select 'Account Admin':

Click 'Save'

Click 'OK' in the confirmation dialog:

Account admin rights are transferred immediately. You will be logged out and redirected to the login page:

Click 'OK'.

You can still login with the same credentials but will have only regular admin privileges.

Resend account activation email to a staff member

Note - You can send account activation emails only to staff who have not yet verified themselves.

Click 'Management' > 'Staff'

Select the staff member to whom you want to send the mail

Click the 'Resend Activation Mail' button:

The activation email with a new verification link is sent to the staff member.

Remove administrator or staff member

Note - deleted staff will also be removed from Service Desk and Endpoint Manager, even if they have different roles in each.

Click 'Management' > 'Staff'

Select the staff member that you want to remove

Click the 'Delete' button:

Click 'Delete' to confirm removal

Reset Two Factor Authentication for a User

Select the staff member then click the 'Reset Two-Factor Authentication' button:

After the reset, the user will need to complete the two-factor authentication process again in order to access their account. See Account Security Settings to find out more about Two-Factor Authentication.

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Manage Admins and Staff