As an administrator, you can invite new users to your BarTender Cloud account and edit, deactivate, reactivate, and delete existing users. You can also change or remove profile pictures, send a password change request email message to a user, and resend a BarTender Cloud invitation to a user who has not responded to the initial invitation.
To invite a new user to BarTender Cloud
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In the left navigation pane of the Manage Cloud Account view, click Users to display the Users property page, and then click Create User.
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In the Create User dialog, follow these steps:
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In the Enter First Name field, enter the user's first name.
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In the Enter Last Name field, enter the user's last name.
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In the Email field, enter the user's email address.
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If you want the user to have administrator permissions, select Set as administrator.
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If you want the user to be able to access the BarTender Cloud REST API by using a console application or service that requires a user name and password, select Allow password-based API access. For more information, refer to Authentication.
Note: The password-based API access option applies only to the Automation subscription plan.
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If you want the user to be able to use two-factor authentication when they sign in to BarTender Cloud, select Enable two-factor authentication.
Note: The password-based access and two-factor authentication features are mutually exclusive.
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In the Roles list, select the roles that you want the user to have. Available when Set as administrator is not selected.
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Click Invite.
The email invitation that the new user receives includes information about how to get started with BarTender Cloud and a link to a Change Your Password dialog that starts the onboarding workflow. After the new user provides a new password, they are guided to provide the following:
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Email address and password to use to sign in to BarTender Cloud
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Account information, including name, title, city, state or province, country, and telephone number
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Responses to the Terms of Service and BarTender communications options
To edit an existing user account
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In the left navigation pane of the Manage Cloud Account view, click Users to display the Users property page.
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In the users list, click for the account that you want, and then click Edit.
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In the user information dialog that appears, make the edits that you want.
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Click Save.
To allow password-based BarTender Cloud API access for an existing user account
Note: The password-based API access option applies only to the Automation subscription plan.
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In the left navigation pane of the Manage Cloud Account view, click Users to display the Users property page.
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In the users list, click for the account that you want, and then click Edit.
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In the user information dialog that appears, select Allow password-based API access.
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Click Save.
For more information, refer to Authentication.
Note: The password-based access and two-factor authentication features are mutually exclusive.
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To turn on two-factor authentication for an existing user account
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In the left navigation pane of the Manage Cloud Account view, click Users to display the Users property page.
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In the users list, click for the account that you want, and then click Edit.
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In the user information dialog that appears, select Enable two-factor authentication.
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Click Save.
Note: The password-based access and two-factor authentication features are mutually exclusive.
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To clear the phone number that is used for two-factor authentication
Use this procedure to clear a user's two-factor authentication phone number so that they can use a different phone number instead.
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In the left navigation pane of the Manage Cloud Account view, click Users to display the Users property page.
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In the users list, click for the account that you want, and then click Edit.
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In the user information dialog that appears, click 2FA Reset.
To change the profile picture of an existing user account
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In the left navigation pane of the Manage Cloud Account view, click Users to display the Users property page.
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In the users list, click for the account that you want, and then click Change profile image.
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In the Choose and crop an image for user dialog, click Choose Image.
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Browse to and select the image that you want, and then click Open.
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Use the sizing and positioning handles to crop and rotate your image as needed. To select a different image, click Change Image to repeat step 4.
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Click Save.
To remove the profile picture of an existing user account
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In the left navigation pane of the Manage Cloud Account view, click Users to display the Users property page.
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In the users list, click for the account that you want, and then click Remove profile image.
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Click Remove Image.
To deactivate or reactivate a user account
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In the left navigation pane of the Manage Cloud Account view, click Users to display the Users property page.
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In the users list, click for the account that you want, and then click Deactivate user for an active user or Activate user for a deactivated user.
To delete a user account
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In the left navigation pane of the Manage Cloud Account view, click Users to display the Users property page.
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In the users list, click for the account that you want, and then click Delete user.
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In the Delete User dialog, click Delete User.
To send a password reset request
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In the left navigation pane of the Manage Cloud Account view, click Users to display the Users property page.
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In the users list, click for the account that you want, and then click Reset password. An email message that contains a password reset request is automatically sent.
To resend an invitation to BarTender Cloud
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In the left navigation pane of the Manage Cloud Account view, click Users to display the Users property page.
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In the users list, click for the account that you want, and then click Resend invitation. An email message that contains an invitation to BarTender Cloud is automatically sent.