User Management

This topic applies to the page in XInsight for managed systems running QSM 4.2 or later, XEVO 3.2 or later, or KSM 1.1 or later.

Go to Account > User to manage user accounts. Select a user from the list to view and modify the available account settings.
For QSM 4.2 and XEVO 3.2 systems, users can also be organized by domain and managed through group membership and share permissions.

Note: KSM systems provide only the built-in admin and user accounts. Additional user accounts cannot be created.

Add a User #

For QSM 4.2 and XEVO 3.2 systems, click the Add User button to open the Create New User wizard. The wizard configures the user profile, security options, and group membership through the following steps:

  1. User Profile
  2. Join Groups
  3. Ready to Complete

Configure the User Profile #

Click Add User to open the Create New User wizard. Enter the following user information:

  • User Name: Enter a unique name for the user account. The user name cannot consist entirely of numbers.
  • Email: Enter the user’s email address.
  • Description: Enter an optional description for the account.
  • Password: Enter a password for the account.
  • Confirm Password: Enter the password again for confirmation.

Configure the following settings as required:

  • Assign Admin: Grants full system administrator privileges to the user.
  • User Home: Creates a dedicated personal folder for the user.
  • User Activate: Enables the account. When disabled, the user cannot sign in to or access the system.

Click Next after completing all required fields.

Assign the User to Groups #

Select one or more groups from the Group List. The selected groups appear in the Joined Groups pane.

Use Groups in this domain to display groups from the selected domain. Click Next after assigning the required groups.

Complete User Creation #

Review the user profile, security options, and joined groups on the Ready to Complete page.

Click Finish to create the user, or click Previous to modify the settings.

View and Edit a User Profile #

Select a user from the user list, and then select Profile on the right pane.

The Profile page displays the user name, email address, description, account privileges, home-folder setting, account status, and two-factor authentication setting.

The following settings can be modified:

  • Email: Changes the email address associated with the account.
  • Description: Changes the account description.
  • Assign Admin: Grants or removes full system administrator privileges.
  • Userhome: Enables or disables the user’s dedicated personal folder.
  • User Status: Enables or disables the account. A disabled user cannot sign in to or access the system.
  • 2FA Authentication: Requires email-based two-factor authentication when the user signs in.

Apply the changes after modifying the user profile.

Change a User Password #

Select a user, go to Profile, and then click Change Password. Enter and confirm the new password, and then apply the change.

Enable Two-Factor Authentication #

Two-factor authentication adds an email verification step when a user signs in.

Available for QSM 4.2 and XEVO 3.2 systems.

Configure and enable SMTP email notifications under Notification > Setting > Email, and make sure the user account has a valid email address. Select a user and click Enable 2FA to enable two-factor authentication for the account. Two-factor authentication can also be enabled or disabled with the 2FA Authentication switch in the user’s Profile page.

Make sure the account has a valid email address before enabling this setting.

Manage User Group Membership #

Available for QSM 4.2 and XEVO 3.2 systems, select a user, and then select Group in the right pane to view the groups the user has joined.

Add the User to a Group #

  1. Click the + icon in the lower-left corner of the Joined Groups pane.
  2. Select one or more groups from the Group List. The selected groups appear in the Selected Groups pane.
  3. Click Finish to add the user to the selected groups.

Remove the User from a Group #

  1. Select the group that you want the user to leave.
  2. Click the – icon in the lower-left corner of the Joined Groups pane.
  3. Review the confirmation message, and then confirm the change.

Removing a user from a group may change the permissions inherited from that group.

View Share Permissions #

Select a user, and then select Share Permission in the right pane to view the user’s permissions for available shared folders.

The page displays each share name and its assigned permission level, such as Read/Write. The displayed permissions may be assigned directly to the user or inherited through group membership.

Delete a User #

Delete a user account when access to the storage system is no longer required.

  1. Select the user that you want to remove.
  2. Click Delete.
  3. Review the confirmation message, and then confirm the deletion.

The Delete button may be unavailable for protected system accounts or accounts that cannot be removed.