Adding and managing user accounts

NAVIGATION  Users

NAVIGATION  Organizations > (select an organization) > Users

Types of users

Two types of users exist in vPenTest:

Admins

An admin is a user who belongs to your company. An admin account is able to manage multiple organizations, add new admins or organization users, and use all features in the account.

Organization Users

An organization user is a user who belongs to one of your clients (organizations). An organization user account has access to only their own organization data and can optionally be granted permission to schedule assessments for their organization.

To learn how to create organizations to which you can add organization users, refer to Creating and managing organizations.

Inviting users

Adding an admin user account

To invite an admin user, complete the following steps:

  1. From the left navigation menu, click Users.
  2. In the Admins tab, selected by default, click Invite User.

  3. In the Invite New User window, enter the email address and first name of the user you are inviting to the portal.
  4. Click Send Mail to send a user account creation invitation to the invited user.

The invitee will receive an email to confirm their email address for account creation. Upon logging in, they'll be prompted to change their password.

Adding an organization user account

The option to invite an organization user is available on both the User List page and the organization profile page.

User List page

Complete the following steps to invite an organization user from the User List page:

  1. From the left navigation menu, click Users.
  2. Click the Organization Users tab.
  3. Click Invite User.
  4. In the Invite New User window, enter the email address and first name of the user you are inviting to the portal.
  5. From the Organization drop-down menu, select the organization this user will be added to upon account creation.
  6. Optionally, select the Allow scheduling assessments checkbox to grant this user permission to schedule assessments for their organization. Refer to Scheduling an assessment.
  7. Click Send Mail to send a user account creation invitation to the invited user.

The invitee will receive an email to confirm their email address for account creation. Upon logging in, they'll be prompted to change their password.

Organization profile page

Complete the following steps to invite an organization user from the organization profile page of the organization they should be added to:

  1. From the left navigation menu, click Organizations.
  2. On the List of Organizations page, click the organization name link in the Full Name column. Alternatively, in the Action column, click the Action drop-down menu for the organization and select Manage Organization Profile.
  3. Click the Users tab.
  4. Click Invite User.
  5. In the Invite New User window, enter the email address and first name of the user you are inviting to the portal. After account creation, the user will be automatically added to the organization you selected on the List of Organizations page.
  6. Optionally, select the Allow scheduling assessments checkbox to grant this user permission to schedule assessments for their organization. Refer to Scheduling an assessment.
  7. Click Send Mail to send a user account creation invitation to the invited user.

The invitee will receive an email to confirm their email address for account creation. Upon logging in, they'll be prompted to change their password.

Managing primary contacts

Primary contacts are admin users who receive email notifications about reports being purged, QA testing notifications, subscription upgrades, and other account-wide related activities. An account can have multiple primary contacts, and at least one primary contact is required.

You can manage primary contacts by clicking Users in the left navigation menu to navigate to the Admins tab on the User List page.

A user is a primary contact if Yes is displayed in the Is primary contact? column for that user.

Adding or removing a primary contact

Add or remove an admin user as a primary contact as follows:

  1. From the User List page, click the Action drop-down menu for a user and select Edit user details.
  2. In the Is this user the primary contact? field, select Yes or No to make this user a primary contact or remove this user as a primary contact, respectively.

    3. NOTE  An error message is displayed if you attempt to remove the only primary contact in the account. First assigning another user as a primary contact will eliminate this error message.

Deleting users

Deleting an admin user

NOTE  You cannot delete your own account, and one admin user must exist on all active accounts.

To delete an admin user, complete the following steps:

  1. From the left navigation menu, click Users. The Admins tab is selected by default.
  2. In the Action column, click the Action drop-down menu for the user you want to delete and select Delete user.
  3. If the user is associated with any currently scheduled assessments, you must select a different user from the User drop-down menu to take ownership of these scheduled assessments and receive the related notifications. This information is not displayed for users without scheduled assessments.
  4. Click Delete.

Deleting an organization user

The option to delete an organization user is available on both the User List page and the organization profile page.

User List page

Complete the following steps to delete an organization user from the User List page:

  1. From the left navigation menu, click Users.
  2. Click the Organization Users tab.
  3. In the Action column, click the Action drop-down menu for the user you want to delete and select Delete User.
  4. If the user is associated with any currently scheduled assessments, you must select a different user from the User drop-down menu to take ownership of these scheduled assessments and receive the related notifications. This information is not displayed for users without scheduled assessments.
  5. Click Delete.

Organization profile page

Complete the following steps to delete an organization user from the organization profile page of the organization the user belongs to:

  1. From the left navigation menu, click Organizations.
  2. On the List of Organizations page, click the organization name link in the Full Name column. Alternatively, in the Action column, click the Action drop-down menu for the organization and select Manage Organization Profile.
  3. Click the Users tab.
  4. In the Action column, click the Action drop-down menu for the user you want to delete and select Delete User.
  5. If the user is associated with any currently scheduled assessments, you must select a different user from the User drop-down menu to take ownership of these scheduled assessments and receive the related notifications. This information is not displayed for users without scheduled assessments.
  6. Click Delete.