Users
Users are individuals who have access to the Nebula environment. You create Users and assign them to a Firm, which are directly associated with Matters and User Groups. You can also edit, delete, lock and unlock users on the Users page, as well as change a user's password.
You can also view the user groups a user is assigned to.
To open the Users page
- Click the Admin icon > Users.
- In the Users menu bar, click .
- In the Add User section, enter the following:
- Click Save.
Field | Description |
---|---|
First Name | The user's first name. |
Last Name | The user's last name. |
Username | The user's identification. |
Firm | The company or organization the user will be assigned. |
The users email address in this format: name@domain.extension . |
|
Password | The string of characters used to access Nebula. |
(Generate Password) | Click to automatically create a password for this user. |
Confirm | Confirmation of the password. |
Force Password Change | Select to require user to change password on next login (This can be used when first providing credentials so user must change from the original password.) |
Password Expiration | The amount of time a password is valid before a change of password is required (Days, Hours, Minutes, or Seconds). |
Auth | The type of two factor authentication to use. |
IP Restriction | The allowable IP addresses that a user’s computer must be originating from when logging in to Nebula. |
To add a list of users
- In the Users menu bar, click .
- In the Add User list section, select the Firm you want the users assigned.
- In Add List, do one of the following:
- Enter the list of user directly. (User fields are comma delimited with the following columns: First Name, Last Name, Email, Username, Password.)
- Paste user data from a spread sheet.
- Click Choose File, browse to the File name, and click Open.
- Click Verify, then click one of the following:
- Download as CSV: Download a CSV report of the users in the Add User List section.
- Download as Tab: Download a tab delimited text document of the users in the Add User List section.
- Add Users: Add the users and view them on the Users page.
To view a user's assigned user groups
- In the Users list, select the user you want to work with.
- In the User Groups - [selected user] list, view the user's assigned user groups.
- Double-click a user group to view details about the User Group, including Assignments and Users. (Requires User Group Edit permission).
- In the Users list, select the user you want to edit, click its Action icon and select Edit.
- In the Edit User section, edit the existing user information and click Save.
- In the Users list, select the user with the password to change, click its Action icon and select Change Password.
- On the Change Password list, do one of the following:
- To manually create a password, enter a new Password, then Confirm it.
- To automatically create a password, click the Generate Password icon .
- To force a user to change their password on log in, select Force Password Change.
- Click Save.
- In the Users list, locate the user you want to lock, click its Action icon and select Lock.
- On the Lock User dialog box, click Lock.
Note: When a user is locked, a lock icon appears next to it in the Users list.
- In the Users list, locate the user you want to unlock, click its Action icon and select Unlock.
- On the Unlock User dialog box, click Unlock.
- In the Users list, locate the user you want to delete, click its Action icon and select Delete.
- On the Delete User dialog box, click Delete.