You can use the Cloud Portal to add, edit, unlock, and drop user accounts. You can also reset users’ passwords, view existing users, and reactivate users. The Cloud Portal should only be accessed by your organization's primary support contact. If you don't have a primary support contact designated, contact your Strategic client Executive or Value Success Manager.
Log In to the Cloud Portal
- Navigate to https://services.ungerboeck.com.
- Enter your serial number and password (case sensitive). Your serial number and password are in your on-boarding paperwork. If you do not have this information, please submit a ticket to Support Services for Cloud Portal credential assistance.
- Click Login. The Main Menu opens.
- Choose the link for your task:
- Your Users - View existing user's information.
- Edit User - Edit existing user's information.
- Reset User Password - Reset an existing user's password.
- Unlock a User Account - Unlock a locked user account.
- Add User - Create a new user account.
- Drop User - Remove an existing user.
- Reactivate a User Account - Activate an inactive user account.
Your Users
Your Users allows you to view the existing users for your organization along with the following information:
- Number of licensed and actual named users
- User ID
- User's name
- User's status
- Retired On date, if applicable
You can also click the Request New User button to add another user, edit a user's information by clicking the icon in the Edit column, or drop a user by clicking the icon in the Drop column.
Edit User
You can use Edit User to update users' information.
- Select the user to edit from the Select a User to Edit drop-down.
- Edit the necessary information. See below for an explanation of some of the options.
- Email Importing - Keep unchecked unless otherwise directed by Support Services.
- Requester Name - Name of the person requesting the change.
- Email the edit user confirmation to - Enter the email address to receive confirmation of the changes.
- Click the Submit button to save the changes.
Reset User Password
Use the Reset User Password option to send a reset password link to an existing user.
- Enter the user ID for the account that needs the password reset.
- Click Send Link. A link is emailed to the user that allows him/her to reset the password. Password reset links expire 48 hours after sending.
Unlock a User Account
User accounts are locked when a user attempts to log into Momentus Enterprise with an incorrect password too many times in a row. You can unlock the account with the Unlock a User Account option.
- Select the user account to unlock from the Select a User to Unlock drop-down.
- Enter the email address to receive the confirmation of the unlocked user account.
- Click the Submit button.
Add User
Use the Add User option to add new named users.
- Configure User Defaults:
- To create a new users based on an existing user, select the existing user from the Copy User (A) field to duplicate the defaults for the new user.
- To create a new user, select an organization from the Organization field (B), a Menu from the Menu drop-down (C) and a Role from the Role drop-down (D).
- Do not edit the Working Directory field (E) unless instructed by Support Services.
- Configure the User Information:
- First Name - User's first name.
- Last Name - User's last name.
- User Email - User's email address.
- Email Importing - Keep unchecked unless otherwise directed by Support Services.
- Requester Name - Name of the person requesting the new user.
- Email the new user confirmation to - Enter the email address to receive confirmation of the new user.
- Click the Submit button. A new user is created in the Services portal and within the database. The user is sent a password reset link. Password reset links expire 48 hours after sending. Users also need Momentus Enterprise personnel accounts. See the Add a Personnel Account for more information.
Drop User
Remove an existing named user with the Drop User option.
- Select the user to drop from the Select a User to Drop drop-down.
- Enter the name of the person requesting to drop the user into the Requester Name field.
- Enter the email address that should receive the confirmation of the dropped user.
- Click the Submit button. The user's record remains in the database but is Retired.
Reactivate a User Account
To restore an inactive user, use the Reactivate a User Account option.
- Select the user to reactivate:
- Database User to reactivate - If the user was dropped by an admin, select the user from this drop-down.
- Active Directory User - If the user's logon expired after 90 days of inactivity, select the user from this drop-down.
- Enter the user's email address into the User E-Mail Address field.
- Enter the email address to receive confirmation of the reactivated user.
- Click the Submit button.
Comments
4 comments
Hello,
How do you edit the Access and Status columns? I have retired Users but their account still says Active for Access and Status on the Cloud Portal "Your Users".
Thank you,
Michelle
0 upvotes
Hi Michelle,
You'll need to use the Drop User instructions in the above article to update the Access and Status for those users. Retiring them in Ungerboeck doesn't update the Hosting Portal.
Thanks!
Maggie
0 upvotes
How do I reinstate a dropped back-end user? I can find their account in back office (Users) and have removed the check from the retired button. I created a new Personnel account and attributed the User account. If I try to create a New User account from the Portal for this person, it tells me that User ID already exists and only gives me the option to pick a different new user ID. Is it possible to reinstate a dropped user? (not an inactive user)
0 upvotes
Hi Sandra, at this point, I would recommend entering a ticket with Support. Sometimes, our IT team needs to recreate the AD user from scratch after it's been dropped/deactivated. Since the user does exist in backoffice, once IT recreates the user, they should be good to go.
Thanks,
Sara
0 upvotes
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