--- title: "Managing Users" slug: "managing-users-5" tags: ["8.2", "Portal"] updated: 2024-12-30T16:34:48Z published: 2024-12-30T16:34:48Z canonical: "kb.ctera.com/managing-users-5" --- > ## Documentation Index > Fetch the complete documentation index at: https://kb.ctera.com/llms.txt > Use this file to discover all available pages before exploring further. # Managing Users *End users* and team administrators are registered with the CTERA Portal and have access to the End User Portal. Each user is represented in the CTERA Portal by a *user account*. Users and groups of users should be added directly in the portal or by using directory services, such as Active Directory. You can attach a directory service and fetch users and groups from the directory service. For information about using a directory service, see [Using Directory Services for Users](/v1/docs/using-directory-services-for-user-management-3). ## Viewing Users **To view all users in the portal:** - Select **Users > Users** in the navigation pane. The **Users** page opens, displaying the users for the portal. ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-OPSVIH4Y.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A27%3A23Z&se=2026-11-11T05%3A27%3A23Z&sr=c&sp=r&sig=cH1E9ZqHPsfFMw2XzExEfGtiJuVTzK8d1YFLytjOwdw%3D) **USER** – The user’s first and last names. - **Email** (under the user name) – The administrator's email address. - **Username** – The username. - **Company** (under the user name) – The name of the user's company. - **Disabled** – Displayed if the user is defined as disabled and cannot access the portal. **ROLE** – The user role: End User, Disabled, Read/Write Administrator, Read Only Administrator, Support. **PLAN** – The plan assigned to the user. You can access the plan details directly by clicking the plan. For details, see [Provisioning](/v1/docs/provisioning-11). **RESOURCES USED** – The resources allocated to the user. The information can be different per user. Expanding the column or clicking **more >** displays more information: * The number and type of CTERA Edge Filer licenses used. * The amount of storage the user has consumed out of the total number provisioned. * Whether or not the user has the Cloud Drive service. * The number of CTERA Server Agents installed out of the total number provisioned. * The number of CTERA Workstation Agents installed and using the Cloud Backup service out of the total amount provisioned. **To view only a specific type of user:** 1. Select **Users > Users** in the navigation pane. The **Users** page opens, displaying the users for the portal. 2. Click the filter drop-down to filter the users either by the default **Local Users** or by a directory services domain. ## Viewing Details of a User 1. Select **Users > Users** in the navigation pane. The **Users** page opens, displaying the users for the portal. 2. Click the user's name. The user window is displayed with the user name as the window title. 3. Select the **Details** option. ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-A8BOJMRU.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A27%3A23Z&se=2026-11-11T05%3A27%3A23Z&sr=c&sp=r&sig=cH1E9ZqHPsfFMw2XzExEfGtiJuVTzK8d1YFLytjOwdw%3D) The user details that are displayed vary, dependent on the user. **Storage Quota** – The amount of storage the user has consumed. If the global administrator set a storage quota, the current usage and the quota are displayed with the percentage used of the quota. **Cloud Drive** – Whether the user is provisioned to have the Cloud Drive service. **Workstation Backup Licenses** – The number of CTERA Workstation Agents installed and using the cloud backup service out of the total number available in the user account's subscription plan. **Server Agent Licenses** – The number of CTERA Server Agents installed out of the total number available in the user account's subscription plan. **EV*****nn*** **Licenses** – The number of CTERA V Series and H Series edge filer licenses associated with the user account. If the user's subscription plan includes edge filers, this number is expressed as the number of license used from the total number of edge filer licenses of this type available in the subscription plan. **Account Created** – The date and time when the user account was created. **Last Login** – The date and time when the user last signed on to the CTERA Portal as well as details about how many successful and failed times the user attempted to sign on and the IP addresses used to sign-on. **Monthly Report** – A link for [generating a monthly report](/v1/docs/managing-users-5#manually-generating-a-monthly-report-for-a-user) of events in the user account in PDF format. ### Manually Generating a Monthly Report for a User You can trigger the immediate generation and sending of the monthly report for a specific user account. **To generate a monthly report for the user:** 1. Select **Users > Users** in the navigation pane. The **Users** page opens, displaying the users for the portal. 2. Click the user's name. The user window is displayed with the user name as the window title. 3. Select the **Details** option. ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-EHYV96G1.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A27%3A23Z&se=2026-11-11T05%3A27%3A23Z&sr=c&sp=r&sig=cH1E9ZqHPsfFMw2XzExEfGtiJuVTzK8d1YFLytjOwdw%3D) 4. In the **Details** option, click **Generate**. A report, by default *report.pdf*, is generated and downloaded to the computer.