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Create and Manage a User

You can create a user in Palette to allow them access to the tenant and its resources. Users can be assigned to teams and projects, and their permissions are determined by the roles assigned to them.

User Creation​

Use the following steps to create a new user in Palette.

Prerequisites​

  • Tenant admin access with the user.create permission.

  • Name and email address of the user you want to create.

  • If you are using self-hosted Palette or VerteX, ensure you have configured Simple Mail Transfer Protocol (SMTP) settings to send email invitations to the user. You can configure SMTP settings in the self-hosted Palette system console.

Create a User​

  1. Log in to Palette as a tenant admin.

  2. Navigate to the left Main Menu and click on Tenant Settings.

  3. Click on Users & Teams.

  4. Select the Users tab.

  5. Click on the Create User button.

  6. Fill in the user details, including the user's name, email address, and assign them to a team. You can assign the user to a team later if you prefer.

  7. Click Confirm to create the user.

An email invitation is sent to the user with a link to set their password and log in to Palette.

Validate​

Use the following steps to validate the user creation.

  1. Have the user check their email for the invitation.

  2. Have the user click on the link in the email to set their password.

  3. Have the user log in to Palette using their email address and the password they set. If you are using self-hosted Palette or VerteX, use the URL provided by your system administrator.

User Deletion​

Use the following steps to delete a user in Palette.

Prerequisites​

  • Tenant admin access with the user.create permission.

  • Name and email address of the user you want to create.

  • If you are using self-hosted Palette or VerteX, ensure you have configured Simple Mail Transfer Protocol (SMTP) settings to send email invitations to the user. You can configure SMTP settings in the self-hosted Palette system console.

Delete a User​

  1. Log in to Palette as a tenant admin.

  2. Navigate to the left Main Menu and click on Tenant Settings.

  3. Click on Users & Teams.

  4. Select the Users tab.

  5. Click on the row of the user you want to delete.

  6. Click on the Delete User button.

  7. Click OK to confirm the deletion.

The user is now removed from the tenant and all associated teams and projects.

Validate​

Use the following steps to validate the user deletion.

  1. Log in to Palette as a tenant admin.

  2. Navigate to the left Main Menu and click on Tenant Settings.

  3. Click on Users & Teams.

  4. Select the Users tab.

  5. Verify that the user you deleted is no longer listed in the users list.

Password Reset​

Use the following steps to reset a user's password in Palette.

Prerequisites​

  • Tenant admin access with the user.update permission.

  • If you are using self-hosted Palette or VerteX, ensure you have configured Simple Mail Transfer Protocol (SMTP) settings to send email invitations to the user. You can configure SMTP settings in the self-hosted Palette system console.

Reset Password​

  1. Log in to Palette as a tenant admin.

  2. Navigate to the left Main Menu and click on Tenant Settings.

  3. Click on Users & Teams.

  4. Select the Users tab.

  5. Click on the row of the user whose password you want to reset.

  6. Click on the Reset password button.

  7. Click OK to confirm the password reset.

An email is sent to the user with a link to set a new password.

Validate​

Use the following steps to validate the password reset.

  1. Have the user check their email for the password reset link.

  2. Have the user click on the link in the email to set their new password.

  3. Have the user log in to Palette using their email address and the new password they set. If you are using self-hosted Palette or VerteX, use the URL provided by your system administrator.