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.

On the Users Page, users can be:

You can also view the user groups a user is assigned to.

To open the Users page

  • 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
    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.
    Email 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.
  4. Click Save.

To add a list of users

  1. In the Users menu bar, click .
  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 window, click Ok.

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 window, click Ok.

To delete a user

  1. In the Users list, locate the user you want to delete, click its Action icon and select Delete.
  2. In the Users section, select the user you want to delete.
  3. Do one of the following:
    • Click the command bar and select Delete.
    • Below the Users section, click Delete.
  4. On the Delete window, click Delete User.