Users List

This section is dedicated to the administration and management of all Thalamus user accounts.

How to Create and Edit a User

From the Configuration > Users in the Back Office (BO), a list of all users can be accessed.

To create a new one, select the User . Create option located in the RELATED TASKS section on the right side of the screen.

The following screen will be displayed.

• Email: Enter the user's primary email address. This is a mandatory field.

• Enable to participate in campaign with: Check this box to allow the user to be included in marketing campaigns.

• Autogenerate password: Select this option to have the system automatically create a secure password for the user.

• Expirable Password: Check this box to set a password expiration policy, requiring the user to change their password after a certain period.

• Password: Manually enter a new password for the user.

• Password retry: Re-enter the password to confirm it.

• Locale: Choose the user's language and regional format. This is a mandatory field.

• Time Zone: Select the user's time zone to ensure correct timestamps for activities and reports.

• Active: Check this box to set the user's account to an active status, enabling login and access.

• Block: Select this option to immediately block the user's account, preventing all access.

• Valid email address: Check this box to indicate that the provided email address has been verified as valid.

• Anonymous Mode By Default: Check this box to set the user's default viewing mode to anonymous, hiding their identity in certain views.

• Country of Residence: Select the user's country of residence from the dropdown menu.

• Last Login: This field displays the date and time of the user's last successful login. This is a read-only field.

• MFA enrolled: This field shows the status of Multi-Factor Authentication enrollment for the user. This is a read-only field.

  The possible values for this field are as follows:

  • Not Required: This status is displayed when the MFA Required checkbox for the user is not selected.

  • Required - Active: This status indicates that the user has successfully configured their Multi-Factor Authentication after it was set as a requirement.

  • Required - Pending: This status indicates that the MFA Required checkbox has been selected for the user, but the user has not yet completed the setup process.

• MFA required: Check this box to enforce Multi-Factor Authentication for the user's account.

• Only Reports: This option is used to identify operators who are created for the sole purpose of receiving reports. Activating this flag signals to the system that the operator does not require a regular login. This allows administrators to differentiate between genuinely inactive accounts and those that are functioning as intended without a direct login.

• User Group: A multi-select list for assigning the user to one or more user groups.

• Access: A dual-list box for assigning individual access permissions.

• Access Groups: A dual-list box for assigning the user to predefined access groups.

• Back Office: A series of dual-list boxes for assigning permissions related to specific countries and languages within the Back Office.

• Call Center: A dual-list box for granting the user permissions to operate in the Call Center.

The following steps should be followed to edit a user.

• Configuration - Users List

• Select a row and press User. View

• Click on Edit User

Additional Considerations