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Creating and Managing Users


If you're a Caliper Client Portal site administrator, you will have the capacity to create new users and manage their Portal and Analytics access levels.

Note

To become a site administrator, you will need to contact your Caliper Account Team or Caliper Customer Service to make the request. After your request has been approved/verified by a Team member, site administrator rights will be given to you by a Caliper employee.

Creating a New User

To create a new Portal user, perform the following steps:

Click "Settings" to access User settings

  1. Click Settings from the Toolbar Menu on the Dashboard. The Settings screen displays, with the Tags tab forward.
    Click the "Users" tab
  2. Click the Users tab. The Users screen appears.
    Click "New User" to create a new user
  3. Click New User in the upper left corner. The New User dialog appears.
    "New User" screen
  4. Fill out the required fields.
  5. Click Save. A message confirming the creation of a new user displays in the upper left.
    Message confirming the creation of a new user

Managing Users' Access

To manage users' access, perform the following steps:

Settings gear icon

  1. Clicking Settings from any page in the Portal. The Settings page will appear, with these tabs:
    Click the "Users" tab

Editing Access Options

Note

To add or change the menu of access options, you will need to contact your Caliper Account Team or Caliper Customer Service to request that capability.

To edit a user's Portal access, perform the following steps:

"Actions" caret

  1. Click the caret to the left of the user whose Portal access you wish to edit. A drop-down menu will appear.
    Select "Edit Access Options" from drop-down menu
  2. Select Edit access options. That user's Access Options window will open. Please note that each organization will have a unique menu of options.

Disabling a User's Portal Access

In this user's Access Options screen, the Enable Caliper Portal checkbox is selected, meaning she has access to the Portal.

"Enable Caliper Portal" is selected, allowing access

We want to disable this access. To do this:

Deselect "Enable Caliper Portal," preventing access, and click "Save"

  1. Deselect the Enable Caliper Portal checkbox.
  2. Click Save.

Changing Security Permissions

Administrators can also change a user's security permissions from the Access Options window by selecting and deselecting the various checkboxes as necessary. For example, Administrators can enable a user to see all reports for the company or place orders for new reports.

Resetting a User's Portal Password

To reset a user's password, perform the following:

Click caret to the left of the user's name

  1. From the Users tab in Settings, click the caret to the left of the user whose password needs to be reset. A drop-down menu displays.
    Select "Edit Access Options" from drop-down menu
  2. Select Reset Password. That user's Reset Password dialog will appear.
  3. Enter the new password in the New Password field, and re-enter the new password in the Confirm New Password field.

    Note

    You can manually enter a password, or you can have the system generate a password, by clicking Auto-generate Password. The closer the password comes to being unique, the stronger it becomes, as depicted above

  4. Click Reset Password.
    Message confirming the password reset

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