Manage Users

Manage User Accounts

To view a list of user accounts, click the Users icon in the left menu bar. The following screenshot displays the Users dashboard for an enterprise administrator login.

Field	Description
Users	Displays the number of users added to the organization
Status	Displays whether the user is locked or unlocked.
Name	User's first and last name.
Email	User's email address. Initially matches username but can be edited.
Phone	User's phone number.
Authentication
Role & Privileges	Displays the user role and privileges: Enterprise Admin Enterprise User
Lock/Unlock	Click the toggle to lock or unlock the account. Locking the account disables the login without requiring you to delete the account.
2FA	Slide the  toggle to the left to disable or to the right to enable two-factor authentication.
Notification	Slide the toggle to the left to disable or to the right to enable mobile phone notifications. Changes on the system will be notified to the users based on the flag.
Deploy Status	Displays the deployment status of the user that created in the Versa Portal database.
Action	Click the  Ellipses icon to choose an action: Edit a user Delete a user

Add an Enterprise Admin or User

An enterprise administrator can add a new account and assign user roles and privileges. You cannot assign more privileges than the account you are using. Users can use their accounts to log in to both Versa Portal and Versa Portal Mobile. You can select the following platform options for a user when you add the user:

• External—For an external user, no email is sent. Instead, the authentication request goes to the external identity-provider (IdP), who authorizes the user to access Versa Portal.
• Versa IDP—For a Versa IDP user, Titan Portal automatically sends an email to the user with instructions for creating an account password for Titan Portal.
• VSPA (RAC/RAS)—Tenants who have SASE gateways with the VSPA service with local authentication can view the VSPA (RAC/RAS) option. VSPA users are set up on a SASE gateway, branch (remote access VPN) database, or multitenant with RAC/RAS device. An email is sent to set up the VSPA client. To create a VSPA (RAC/RAS) user, see Add a Versa Secure Private Access User and Set the User Account.

To add a new user:

1. Click the Users icon in the left menu bar to display the Users dashboard.
   
   
2. Click Users drop-down list and select Versa Portal User.
3. Click the + Add User icon at the top right to display the Add User window.
   
   
4. Enter information for the following fields.
    

   Field	Description
   First Name (Required)	Enter the user's first name.
   Last Name (Required)	Enter the user's last name.
   Email Address (Required)	Enter an email address for the user. This automatically becomes the login name for the account. You can change the email address after creating the account but not the login name.
   Phone Number	Select the country code and enter the phone number for the MSP. Versa Portal Mobile pushes notifications to this phone number.
   Versa IDP	Click to create a Versa IDP user ( Versa Portal database). An email is sent to the user so that they can set a password for Versa Portal.
   External	Click to create the user in the Versa Portal database. When the user logs in to Versa Portal, the authentication request goes to the external IdP.
   VSPA (RAC/RAS)	Click to create a VSPA user on a SASE gateway, remote access VPN device, or multitenant with RAC/RAS device in the Versa Portal database. An email is sent with instructions for setting up the client VSPA. Note that this VSPA field is visible only to SASE gateway, remote access VPN, or multitenant with RAC/RAS users who purchase the VSPA service with local authentication. To update VSPA (RAC/RAS) users, enable the VSPA (RAC/RAS) service on the gateway or remote access VPN.
   Two Factor Authentication	Slide the  toggle to enable or disable two-factor authentication.
   Privileges (Required)	Click Enterprise Admin or Enterprise User to assign a role to the account.
   Enterprise User	Enterprise User roles have the following privileges:   Read and write access to WAN, LAN, Security, Steering, DNS proxy, and Miscellaneous settings. Read access to Versa Analytics. By default, enterprise users have the following privileges: Read access to monitor and troubleshoot menu items. Read-only access to all other configuration settings.

5. Click Create.

Add a Versa Secure Private Access User and Set Up the User Account

To add a VSPA user:

1. Click the Users icon in the left menu bar to display the Users dashboard.
   
   
2. Click the + Add User icon to display the Add User window.
   
   
3. Enter information for the following fields.
    

   Field	Description
   First Name (Required)	Enter the user's first name.
   Last Name (Required)	Enter the user's last name.
   Email Address (Required)	Enter an email address for the user. This email address automatically becomes the login name for the account. You can change the email address after creating the account but not the login name.
   Phone Number	Select the country code and enter the phone number for the MSP. Versa Portal Mobile pushes notifications to this phone number.
   VSPA (RAC/RAS)	Click to create a VSPA user on a SASE gateway, remote access VPN device, or multitenant with RAC/RAS device in the Versa Portal database. An email is sent with instructions for setting up the client VSPA. Note that this field is visible only to SASE gateway, remote access VPN, or multitenant with RAC/RAS users who purchase the VSPA service with local authentication. To update VSPA (RAC/RAS) users, enable the VSPA (RAC/RAS) service on the gateway or Remote Access VPN.

4. Click Create. After an enterprise admin creates a VSPA user, an email notification is sent to the user with username and a link to set the password. For example:
   
   
5. Make a note of the registration information you received in the email.
   
   
6. In the Create Password page, enter the password in Password and Confirm Password fields, and then click Set Password.
   
   
7. In the VSPA Client Register window, enter the registration information that you received in the email, and then click Submit to register the VSPA client.
   
   
   
   

Edit a User

The enterprise admin can edit user information and change roles and privileges assigned to a user.

To edit a user:

1. Click the Users icon in the left menu bar to display the Users dashboard.
2. Hover over the 3-dot menu in the user Actions column and click Edit to display the Edit User window.
   
   
    
3. Edit the information as needed.
4. Click or unclick boxes to change Privileges.
5. Click Update to save the settings.

Delete a User

The enterprise admin can delete users from the Versa Portal Users dashboard. Deleting an account with an active login automatically logs out the user.

To delete a user:

1. Click the Users icon in the left navigation menu bar to display the Users dashboard.
2. Hover over the 3-dot menu in the user Actions column and click Delete.
3. Click Yes in the popup window to delete the user, or click No to return to the Users dashboard without deleting the user.

Export User Information

To export user account details to a file in CSV format:

1. Click the Users icon in the left navigation menu bar to display the Users dashboard.
2. Click the Export icon to display a drop-down menu.
3. Select CSV then use the popup window specific to your operating system to save the file.

Import Multiple Users Using an Excel Template

To import multiple user accounts:

1. Click the Users icon in the left navigation menu bar. The Users dashboard displays.
2. Click the icon to import users listed in an Excel template. You can import the external, Versa IDP, or VSPA user platform.
3. To determine the format of the Excel template file, download the description help file.
   
   
   
   The following screenshot shows the format of the top rows in the help file. For Versa IDP and external user platforms, enter values in the role, privileges, and two-factor authentication columns. For the VSPA user platform, which are used for SASE with VSPA service or remote access VPN with local authenticator, leave these columns empty.
   
   
4. Click Browse File, and then select the Excel template that contains your users.
5. Click Start Import Now.