Account Management
Account Management Overview
The Account Management screen is used to manage the user accounts that have access to the Cantara Admin Console.
View Account Management
To view Account Management:
Select Account Management under the Administration heading in the main navigation menu.
The Account Management screen displays a list of all user accounts with access to the Console:
Each row in the table represents one user account.
The list includes columns such as Display Name, Username, Email, Mobile Phone, and Tenant.
You can sort the list using the column headers.
Use the + button at the top left to add an account.
Click the Refresh button to reload the account data.
Use the Search and Filter options at the top right to quickly locate specific accounts.
Note: If a provisioning provider such as Microsoft is configured, user information is read-only in the Cantara Admin Console and must be managed in the external system. Changes made there automatically sync to Cantara.
(Permissions are managed through Security Groups, which specify the privileges assigned to users in the console.)
View, Edit, and Delete a User Account
The Account Management screen displays a list of all user accounts with access to the Cantara Admin Console.
Note: When provisioning is set up, user management must be done externally. Changes made automatically sync to Cantara Admin Console.
To view, edit or delete a user account:
Select Accounts under the Administration heading in the main navigation menu.
A list of all user accounts with access to the Console is displayed
Click the User you wish to view or edit to open the User Profile screen.
The User Profile screen displays the following fields:
Field Name | Description | Editable |
|---|---|---|
Display Name* | Name shown in the console for the user. | Yes (if local) |
Mobile Phone* | User’s mobile phone number. | Yes (if local) |
First Name* | User’s first name. | Yes (if local) |
Last Name* | User’s last name. | Yes (if local) |
Email* | User’s email address. | Yes (if local) |
Tenant | The tenant to which the user belongs. | Yes (if local) |
Username | Unique identifier for the user within the system. | No (read-only) |
External ID | Identifier from the external provisioning system (e.g., Microsoft). | No (read-only) |
User Profile Type | Indicates the role or type of user profile in the system. | No (read-only) |
Status | Indicates whether the user is active or disabled. | Yes (if local) |
Source | Shows whether the user is managed locally or externally (via SCIM). | No (read-only) |
Agent | Indicates if the user is marked as an agent. | No (read-only) |
*Required fields
The Source field shows how the user is managed:
SCIM – The user is managed externally (for example, via Microsoft) and cannot be edited in the Cantara Admin Console.
Local – The user is managed directly in the Cantara Admin Console, and their editable fields can be updated here.
Delete a User Account
To delete a user account:
Click the Delete button at the top right of the User Profile screen. Deleting a user permanently removes their account from the system.
Add a User Account
Note: When provisioning is set up, user management must be done externally. Changes made automatically sync to Cantara Admin Console.
To add a user account:
On the Account Management screen Click + at the top left. An empty form is displayed.
Enter the user details:
Display Name
Mobile Phone
First Name
Last Name
Email
Tenant
(Agent checkbox — purpose currently unknown)
Note: The following fields are displayed but cannot be edited, Username, External ID, User Profile Type, Status, Source, and Agent.
Click Save at the top right.
The new user account appears on the Account Management screen.