User Setup
Learn to add and configure users in Titan Cloud.
Written by Jess Hamilton
Updated at July 27th, 2024
Table of Contents
Locate User Setup
Click the nine dots icon at the top left corner to open the global menu and select Administrative Console.
In the Administrative Console menu on the left of the screen, click Security, then User Setup.
Add or Edit User
Tip: If you're planning to add more than 5 users, coordinate with your Customer Success Manager to discuss creating a spreadsheet for bulk user import.
To add a new user, click Add New at the top of the page. To edit an existing user, click the pencil edit icon next to their name.
Tip: Looking for a specific user? Use the search field above the grid to search for a value in any column, or use the search field in a column header to search that column only.
When you create a new user, you will only see the General tab. Additional tabs will become available once you complete the required fields and click Add New.
General
The General tab contains the most basic setup information for the user and is organized into sections: Basic Information, Contact Information, Authentication, Notifications, and Landing Pages.
Authentication
This section determines how the user will log in. The following options can be configured.
| Field | Authentication Type | Description |
|---|---|---|
| Single Sign On | This toggle is only available if SSO has been enabled for the client. If selected, the SSO authentication fields will replace the Password authentication fields in this section. | |
| SSO Email | SSO |
The user will log in with this email address.
If notifications should be sent to multiple email addresses, they may be added in the Contact Information section. |
| Select Identity Provider | SSO | SSO method(s) configured for the client will be listed in the dropdown menu. An Identity Provider must be selected for SSO login to be fully enabled. |
| User Name | Password | The user will log in with this name. To ensure it's memorable, many clients use the first part of the user's email address. Ex: John.Smith |
| Client Administrator | This setting is reserved for “super users” who will have access to every administrative task, including adding/editing user roles and creating new facilities. | |
| Expiration Date/Time | This optional field allows you to set an expiration date for the user's access. This is useful in the case of contractors or other individuals that only need temporary access. | |
| User Agreement Accepted | Unless you have previously discussed it with Titan Cloud, please leave this option unselected. | |
| Force Password Change | Password | We strongly recommend enabling this option. This requires the user to reset their password the first time they log in. |
| Set User Password | Password | We do not currently allow this option to be deselected. You will need to provide a password for the user's first login. |
| Password & Confirm Password | Password |
Provide a password for the user's first login. It will be shared with them by email when you click Add New.
If you're editing an existing user, you can resend their initial welcome email with the Notify Account Creation button. To reset the password, you can select “Change User Password” click Send Password Reset Email.
Password restrictions may be set in the Administrative Console under Security > Password Policies. |
If you are editing an existing user with password authentication, the Authentication section will also include a toggle to Change User Password.
Clicking this toggle will allow you to enter and confirm a new password. Click Send Reset Password Email to notify the user their password has changed, or click Notify Account Creation to re-send the initial invitation email.
Basic Information & Contact Information
The following fields are required in the Basic Information and Contact Information sections. All additional fields in these sections are optional.
| Required Field | Description | Example |
|---|---|---|
| Role |
A user's role designates which pages, features, and actions they can access in Titan Cloud.
Roles are configured on the User Role Setup page. |
Inspector |
| Full Name |
First and last name.
Alternatively, if the “user” is a shared account for a location or group of individuals, provide a full name for the shared account. |
John Smith or TN Technicians |
| Time Zone | The user's time zone. | (UTC-06:00) Central Time (US & Canada) |
| Language |
The user's primary language.
** This feature is still in development. Only “English (United States)” may be selected. |
English (United States) |
|
Email address is required for password recovery. Up to 45 email addresses are permitted for a single user if needed.
If email notifications are a concern, please speak with your Customer Service Manager to discuss alternative options. |
John.Smith@titancloud.com |
Unit & Language Preferences
Selections made in the Unit & Language Preferences section ONLY apply to future pages that are currently in development. All live pages will use the default U.S. Imperial measurements.
Notifications
If selected, the notifications listed here will be sent to the user's email address when applicable.
Landing Pages
This sets the default landing pages for the user when they open a client or facility. Any selection made here will override the default client or facility landing page set for the user role.
Restricted Facilities
Once the user has been added, you can choose to restrict their access to specific facilities or facility groups using the Restricted Facilities tab.
Click the toggle to enable facility restrictions. The toggle button will change to green when selected. When selected, the user will have access only to the facilities reflected in the configuration. If unselected (gray), the user will have access to all of the client's facilities.
How to Configure Facility Restrictions
To allow access to facilities by facility group, use the Allowed Facility Groups section. Click the facility groups the user can access in the “Facility Groups” list and use the arrows to move them over to the Allowed Facility Groups list.
To deny access to facilities by facility group, use the Denied Facility Groups section. Click the facility groups the user should not access in the “Facility Groups” list and use the arrows to move them over to the “Denied Facility Groups” list. 
Facility Access Tip 1: To give a user access to all facilities except facilities in a particular facility group, add the global facility group to the "Allow These Facility Groups" list, then add the excluded facility group to the "Denied Facility Groups" list
Facility Access Tip 2: If a group has been added to the “Denied Facility Groups” list, the user will not be able to access any facilities in that group, even if the facility is also a member of an Allowed facility group.
To designate facilities the user should always be allowed to access, click the pencil edit icon next to Always Allowed Facilities.
Facility Access Tip 3: The user will have access to any facilities added to the "Always Allowed Facilities" list, regardless of membership in a denied facility group.
This will open a search modal where you can search for specific facilities by facility name, state/province, facility status, and facility group. Use the lists and arrows to input search criteria, then click Search Facilities.
Click the facilities the user should always access in the Facilities list and use the arrows to move them into the Selected Facilities list. Click Save.
To save all facility restriction settings, click Update.
Multi-factor Authentication
MFA may be enabled and managed from this tab. For detailed instructions, review the Multi-Factor Authentication article. Please note that as we continue to roll out Single-Sign On to our customers we will be recommending SSO over MFA as the preferred secure authentication option.
Access Keys
If the user's role permits access to APIs, or if you are creating a URL-based login for this user, the associated Access Keys may be managed from this tab.
Dashboard
The user's dashboard may be configured from this tab. Selections made at the individual user level will override any dashboard configurations made for the user's role.
Unit Administrator
A client administrator can add/edit users and user roles.
A unit administrator can only add/edit users.
To give the user unit administrator permissions, click the “Unit Administrator” toggle. This will expand options for granular control over the specific users or types of users that may be managed.
If the user should be permitted to edit specific users only, select those users from the available list under “For these users."
if the user should be permitted to manage any user within a role or selection of roles, select those roles from the available list under “and these roles.”
The last option, “user can assign these roles to newly created users” will determine which role(s) the user will be permitted to assign to new users.