This guide provides step-by-step instructions for managing user accounts through the web interface. Learn how to create new users, edit existing accounts, change roles, and delete users.

Accessing User Management

Navigate to Users Page

Image: Users navigation

Click “Users” in the sidebar to access the User Management page.

Note: Only administrators can access the Users page. If you don’t see “Users” in the sidebar, you don’t have admin privileges.

Users Page Layout

Image: Users page layout

The page displays:

Header Section:

  • User Management title
  • Total Users count
  • Number of Admins

Table Section:

  • Search box for finding users
  • Role filter dropdown
  • User table with all accounts
  • Pagination (if many users)

Creating Users

Step 1: Open Create Dialog

Image: Create user button

Click the “Create User” button at the top of the page.

The Create User dialog opens:

Image: Create user dialog

Step 2: Enter User Details

Image: User form fields

Fill in the required fields:

Username (Required):

  • Must be unique
  • Use lowercase letters, numbers, periods
  • Example: john.smith, admin.ops

Password (Required):

  • Minimum 8 characters recommended
  • Use strong password with mix of characters
  • Will be hidden after creation

Role (Required):

  • Admin - Full platform access
  • User - Standard operational access
  • Viewer - Read-only access

Step 3: Create the User

Click “Create” button to create the user.

What happens:

  1. Form validates the input
  2. Username uniqueness is checked
  3. User account is created
  4. Success notification appears
  5. Dialog closes automatically
  6. New user appears in table

Success notification:

  User Created
User john.smith has been created successfully

Step 4: Share Credentials

After creating the user:

  1. Note down the username
  2. Securely share the password with the user
  3. Recommend password change on first login

Security tip: Don’t send credentials via unencrypted email. Use a secure messaging channel or in-person communication.

Example: Create Developer Account

Scenario: Add a new developer to the team

Configuration:

  • Username: alice.developer
  • Password: SecurePass123!
  • Role: User

Steps:

  1. Click “Create User”
  2. Enter username: alice.developer
  3. Enter password: SecurePass123!
  4. Select role: “User”
  5. Click “Create”

Result: Alice can now log in and create/manage her own VMs.

Example: Create Admin Account

Scenario: Add a new system administrator

Configuration:

  • Username: bob.admin
  • Password: AdminPass456!
  • Role: Admin

Steps:

  1. Click “Create User”
  2. Enter username: bob.admin
  3. Enter password: AdminPass456!
  4. Select role: “Admin”
  5. Click “Create”

Result: Bob has full administrative access to the platform.

Example: Create Viewer Account

Scenario: Add a stakeholder who needs monitoring access

Configuration:

  • Username: carol.viewer
  • Password: ViewerPass789!
  • Role: Viewer

Steps:

  1. Click “Create User”
  2. Enter username: carol.viewer
  3. Enter password: ViewerPass789!
  4. Select role: “Viewer”
  5. Click “Create”

Result: Carol can view resources but cannot modify anything.

Editing Users

Step 1: Find the User

Image: User table search

Use the search box or scroll through the table to find the user you want to edit.

Search tips:

  • Type part of username to filter
  • Use role filter to narrow results
  • Current user shows “You” badge

Step 2: Open Edit Dialog

Click the pencil icon in the Actions column for the user.

The Edit User dialog opens:

Image: Edit user dialog

Step 3: Update User Details

You can update:

Username:

  • Change the user’s login name
  • Must still be unique

Password:

  • Leave blank to keep current password
  • Enter new password to change it

Role:

  • Change access level
  • Takes effect immediately after save

Step 4: Save Changes

Click “Save” to apply the changes.

Success notification:

  User Updated
User has been updated successfully

Example: Change User Role

Scenario: Promote a user to admin

Steps:

  1. Find user in table
  2. Click Edit (pencil icon)
  3. Change Role from “User” to “Admin”
  4. Click Save

Result: User now has admin privileges.

Example: Reset Password

Scenario: User forgot their password

Steps:

  1. Find user in table
  2. Click Edit (pencil icon)
  3. Enter new password in Password field
  4. Click Save
  5. Communicate new password to user

Result: User can log in with new password.

Example: Change Username

Scenario: User changed their name

Steps:

  1. Find user in table
  2. Click Edit (pencil icon)
  3. Update Username field
  4. Click Save
  5. Inform user of their new username

Result: User must log in with new username.

Deleting Users

Step 1: Find the User

Locate the user you want to delete in the table.

Important checks:

  • Cannot delete yourself (delete button disabled)
  • Ensure user is no longer needed
  • Consider transferring resources first

Step 2: Click Delete Button

Image: Delete button

Click the trash icon in the Actions column.

A confirmation dialog appears:

Image: Delete confirmation

Step 3: Confirm Deletion

Review the confirmation message:

  Delete User?

Are you sure you want to delete john.smith?
This action cannot be undone.

[Cancel]  [Delete]

Click “Delete” to confirm.

Step 4: User Removed

Success notification:

  User Deleted
User has been deleted successfully

The user disappears from the table and can no longer log in.

Cannot Delete Yourself

Image: Delete disabled

The delete button is disabled for your own account.

Why: For security, you cannot delete your own admin account. This prevents accidental lockout.

Solution: Ask another admin to delete your account if needed.

Searching and Filtering

Search by Username

Type in the search box to filter users:

Examples:

  • Type john to find john.smith, john.doe
  • Type admin to find users with “admin” in username
  • Search is case-insensitive

Tip: Search updates instantly as you type.

Filter by Role

Image: Role filter

Use the role dropdown to filter:

Options:

  • All Roles - Show all users
  • Admin - Show only admins
  • User - Show only standard users
  • Viewer - Show only viewers

Use cases:

  • Review all admin accounts
  • Find users who need role adjustment
  • Audit specific role access

Combined Filtering

You can combine search and role filter:

Example: Find all admin accounts with “john”

  1. Select “Admin” in role filter
  2. Type “john” in search box
  3. Results show matching admin accounts

User Table Information

Understanding the Table

Columns:

ColumnDescription
UsernameUser’s login name
RoleAccess level badge
CreatedAccount creation date
Last LoginMost recent login time
ActionsEdit and Delete buttons

Role Badges

Role badges are color-coded for quick identification:

RoleColorMeaning
AdminRedFull access
UserBlueStandard access
ViewerGrayRead-only

“You” Badge

Your own account shows a “You” badge next to the username.

Purpose:

  • Easily identify your account
  • Reminder that you can’t delete yourself
  • Quick reference for current login

Last Login Column

Shows when the user last logged in:

Formats:

  • “Never” - User has never logged in
  • “2 hours ago” - Recent login (relative time)
  • “Jan 8, 2025” - Older login (date format)

Use cases:

  • Identify inactive accounts
  • Verify new users have logged in
  • Security auditing

Pagination

When you have many users, pagination appears:

Controls:

  • Previous - Go to previous page
  • Page numbers - Jump to specific page
  • Next - Go to next page

Behavior:

  • 10 users per page by default
  • Filtering resets to page 1
  • Current page highlighted

Bulk Operations

Currently Available

Individual operations only:

  • Create one user at a time
  • Edit one user at a time
  • Delete one user at a time

Tips for Multiple Users

For adding many users:

  1. Prepare user list in advance
  2. Create users one by one
  3. Use consistent naming convention
  4. Document new accounts externally

Common Tasks

Task: Onboard New Team

Scenario: Add 3 new developers

Steps:

  1. Go to Users page
  2. Create first user:
    • Username: dev1.name
    • Role: User
  3. Create second user:
    • Username: dev2.name
    • Role: User
  4. Create third user:
    • Username: dev3.name
    • Role: User
  5. Share credentials securely

Task: Audit Admin Access

Scenario: Review who has admin privileges

Steps:

  1. Go to Users page
  2. Select “Admin” in role filter
  3. Review the list of admins
  4. Check last login dates
  5. Remove unnecessary admin access

Task: Offboard Employee

Scenario: Employee leaving the company

Steps:

  1. Go to Users page
  2. Search for the user
  3. Note any resources they own
  4. Transfer/delete their resources if needed
  5. Click Delete button
  6. Confirm deletion

Task: Password Reset

Scenario: User locked out of account

Steps:

  1. Go to Users page
  2. Find the user
  3. Click Edit button
  4. Enter new password
  5. Save changes
  6. Send new password to user securely

Task: Role Change

Scenario: Promote user after training period

Steps:

  1. Go to Users page
  2. Find the user (currently Viewer)
  3. Click Edit button
  4. Change role to “User”
  5. Save changes
  6. Inform user of new capabilities

Troubleshooting

Username Already Exists

Symptoms:

  • Create user fails
  • Error: “Username already exists”

Solution:

  1. Search for existing user with that name
  2. Choose a different username
  3. Consider adding numbers: john.smith2

Cannot Edit User

Symptoms:

  • Edit doesn’t save
  • Error notification appears

Possible causes:

  1. Username conflict with existing user
  2. Server connection issue
  3. Invalid data entered

Solution:

  1. Try a unique username
  2. Refresh page and try again
  3. Check all fields are valid

Delete Button Disabled

Symptoms:

  • Cannot click delete button
  • Button appears grayed out

Possible causes:

  1. Trying to delete yourself

Solution:

  1. Ask another admin to delete the account
  2. This is a security feature, not a bug

User Not Appearing

Symptoms:

  • Created user not in table
  • Search returns no results

Possible causes:

  1. Page not refreshed
  2. Role filter hiding user
  3. Creation actually failed

Solution:

  1. Refresh the page
  2. Set role filter to “All Roles”
  3. Clear search box
  4. Check for success notification

Changes Not Reflected

Symptoms:

  • Edit saved but old values shown
  • Role appears unchanged

Possible causes:

  1. Browser cache
  2. Page not refreshed

Solution:

  1. Refresh the page (F5)
  2. Clear browser cache
  3. Log out and log back in

Best Practices

1. Consistent Naming

Use a standard format:

  firstname.lastname
Examples:
- john.smith
- alice.johnson
- bob.admin

Benefits:

  • Professional appearance
  • Easy to identify users
  • Simple to remember

2. Role Discipline

Follow least privilege principle:

  • Start new users as Viewer
  • Promote to User after verification
  • Admin only for administrators
  • Regular role reviews

3. Password Management

Secure password practices:

  • Generate strong passwords
  • Don’t reuse passwords
  • Communicate securely
  • Encourage password changes

4. Documentation

Keep records:

  • Who was added and when
  • Role assignments and reasons
  • Departure dates for offboarded users
  • Access reviews completed

5. Regular Audits

Periodic reviews:

  • Monthly: Check for inactive users
  • Quarterly: Review role assignments
  • Annually: Full access audit

Quick Reference

User Management Actions

ActionStepsNotes
Create UserCreate User button → Fill form → CreateAdmin only
Edit UserEdit button → Update fields → SaveAdmin only
Delete UserDelete button → ConfirmCannot delete self
SearchType in search boxInstant filtering
Filter RoleUse role dropdownCombine with search

Keyboard Shortcuts

ActionShortcut
Focus searchClick search box
Submit formEnter
Cancel dialogEsc
Refresh pageF5

Next Steps

  • Users Overview - Learn about user roles and access control
  • VMs - Create and manage virtual machines
  • Networks - Configure network settings
  • Volumes - Manage storage volumes