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Managing Users

In This Section:

Importing Contacts

Exporting Contacts

Changing User Settings

As a community administrator, you can:

  • Invite new users to the community.
  • Remove users from the community.

To invite a new user to a community:

  1. In the Community tab, select Manage Users from the navigation tree.
  2. Click Invite User.

    The Invite user window opens.

  3. Enter an email address for the user you want to invite.
  4. Select applicable options:

User will be categorized

Automatically - Users with email addresses in one of the internal domains, as configured by the administrator, automatically categorized as Internal, others - as External.

As External

As Internal

User is a community administrator

Note - You can only assign administrator privileges to the Internal users.

Send invitation e-mail

By default, this option is selected and the invitation is sent immediately. To send invitation email at a later time, clear this option.

  1. Click Invite.

    The user shows in the Manage Users list, and in the Invited Users section of the list.

    Notes -

    • When a user accepts the invitation and joins a community, he (or she) does not by default belong to any user groups. You must add a user to groups separately.
    • If the invited user is not part of the organization, he (or she) will also show in the External section of the Manage Users list, otherwise - in the Internal section of the list.
    • If the invited user has been granted administrator's privileges, he (or she) will show in the Manage Administrators list.

To remove a user from a community:

  1. Select the user (or users) that you want to remove.
  2. Click Remove User.
 
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