Overview

Users are a way to create roles for an account that have varying permissions. Users are also appointed an "access level" which determines if the created user has access to the current accounts within the buzz key, all accounts, or current accounts with selectable account groups. When a new user is created under a buzz key, an email will then be sent to the provided email address, and the recipient will be asked to verify their email and define a password for use with the platform. Once this step is complete, the account will activate and the user will be able to log into the platform with the created email and password combination.

Accessing Users

To access the Users page, navigate to Admin > Users at the top of the screen in Beeswax. Additionally, account groups may be created by clicking the button, then clicking User at the top right of the UI.

Users List View

List View Fields

Create a New User

1. Navigate to Admin > Users > New User.
   
   

2. A screen will appear with the following fields to complete:
   *Required

   Field Name	Description
   First Name*	First name of user.
   Last Name*	Last name of user.
   Email*	Email address the user will log in with.
   Role*	Roles are used to determine a users permissions.  Account users with administrative privileges are the only ones who can create a new user.
   Access Level*	Current Account Only - This option will give the user access to the current selected account. All Accounts - Access to all accounts in the buzz key. Permissions when selecting "All Accounts" found below: Create, view and edit Accounts Create, view, edit and delete Account Groups Masquerade (authenticate) into other Accounts Create, view, edit and delete objects in Accounts other than the one in which they belong Share objects between accounts Create new All-account Users Pull reports across Accounts Current Account and Selected Account Groups - current account access with the optional dropdown of created account groups. Documentation on how to create new All-Account users via the API can be found here.
   Alternative ID	A separately created ID that may be used for outside reporting purposes.
   Permissions	Depending on the Role selected, certain permissions for creation and viewability will be available.
   Status	Make the account active or inactive.
   Re-enable All Warnings	Button to re-activate all available UI warnings.

   
   

3. Click Save.