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

  • In the Nebula menu bar, click the Admin icon > Users.

To add a user to the project

  1. In the Users menu bar, click .
  2. In the Add User section, enter the following:

    3. Field Description
    Email The users email address in this format: name@domain.extension. Click Verify to ensure the user exists in the global Aegis.
    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.
    Region Select the region where the user informatin is physically stored.
    Single Sign-On

    This is only available is the SSO option is enabled at the Firm level. If SSO is setup as required at the Firm level, it is unavailable.

    If available, select to set up SSO and enter the Single Sign-On Id.
    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.
    (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.)
  3. Click Save.

To update user authentication credentials as a mass action

Users within a Firm can be updated en masse using a CSV upload feature.

  1. In the Users menu bar, click the Action icon and select Update Authentication.

  2. In the Add Users List section, click the folder icon and browse to a CSV or TXT Authentication File containing columns including [Email] and [SSO ID] where user fields are comma delimited.
  3. Click Update.
  4. To download a CSV of the authentication credentials, click Download CSV.

To add a list of users

  1. In the Users menu bar, click the Action icon and select New List.

  2. In the Add User list section, select the Firm you want the users assigned.
  3. 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.
  4. 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

  1. In the Users list, select the user you want to work with.
  2. In the User Groups - [selected user] list, view the user's assigned user groups.
  3. Double-click a user group to view details about the User Group, including Assignments and Users. (Requires User Group Edit permission).

To edit a user

  1. In the Users list, select the user you want to edit, click its Action icon and select Edit.
  2. In the Edit User section, edit the existing user information and click Save.

To change a user's password

  1. In the Users list, select the user with the password to change, click its Action icon and select Change Password.
  2. 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 .
  3. To force a user to change their password on log in, select Force Password Change.
  4. Click Save.

To lock a user

  1. In the Users list, locate the user you want to lock, click its Action icon and select Lock.
  2. 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.

To unlock a user

  1. In the Users list, locate the user you want to unlock, click its Action icon and select Unlock.
  2. On the Unlock User dialog box, click Unlock.

To delete a user

  1. In the Users list, locate the user you want to delete, click its Action icon and select Delete.
  2. On the Delete User dialog box, click Delete.