---
title: "Provisioning User Accounts"
slug: "provisioning-user-accounts-5-1-1"
tags: ["Portal"]
updated: 2026-09-10T14:24:59Z
published: 2026-09-10T14:24:59Z
canonical: "kb.ctera.com/provisioning-user-accounts-5-1-1"
---

> ## 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.

# Provisioning User Accounts

Users may be assigned to a default subscription plan or assigned automatically to another plan based on automatic template assignment settings. For details, see [Provisioning](/v1/docs/provisioning-11-1-1). If desired, you can subscribe an individual user to a different subscription plan. You can also unsubscribe the user account, which deletes all files stored in the account and terminates the account.

## Assigning a User to a Plan

**To assign a user to a plan:**

1. Select **Users > Users** in the navigation pane.  

The **Users** page is displayed.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-ST718DTN.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A18%3A28Z&se=2026-11-11T05%3A18%3A28Z&sr=c&sp=r&sig=SimCDfNOxaL6nWFuAYrY2vUlpQdAOQ05TgtoFx1tZYQ%3D)
2. Click the user's name.  

The user page is displayed with the user name as the page title.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-FWPMHJOZ.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A18%3A28Z&se=2026-11-11T05%3A18%3A28Z&sr=c&sp=r&sig=SimCDfNOxaL6nWFuAYrY2vUlpQdAOQ05TgtoFx1tZYQ%3D)
3. Select the **Plan** option.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-QCLQB8OR.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A18%3A28Z&se=2026-11-11T05%3A18%3A28Z&sr=c&sp=r&sig=SimCDfNOxaL6nWFuAYrY2vUlpQdAOQ05TgtoFx1tZYQ%3D)
4. In the **Subscription Plan** drop-down list, select the subscription plan to assign the user.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-936RWK70.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A18%3A28Z&se=2026-11-11T05%3A18%3A28Z&sr=c&sp=r&sig=SimCDfNOxaL6nWFuAYrY2vUlpQdAOQ05TgtoFx1tZYQ%3D)
5. Click **Save**.

## Unsubscribing (Terminating) a User Account

Unsubscribing a user from a plan terminates the account and removes all the files stored in the account.

**To terminate a user account:**

1. Select **Users > Users** in the navigation pane.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-5L8RDDRO.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A18%3A28Z&se=2026-11-11T05%3A18%3A28Z&sr=c&sp=r&sig=SimCDfNOxaL6nWFuAYrY2vUlpQdAOQ05TgtoFx1tZYQ%3D)
2. Click the user's name.  

The user page is displayed with the user name as the page title.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-YL3ARNN1.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A18%3A28Z&se=2026-11-11T05%3A18%3A28Z&sr=c&sp=r&sig=SimCDfNOxaL6nWFuAYrY2vUlpQdAOQ05TgtoFx1tZYQ%3D)
3. Select the **Plan** tab.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-45KNO2TP.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A18%3A28Z&se=2026-11-11T05%3A18%3A28Z&sr=c&sp=r&sig=SimCDfNOxaL6nWFuAYrY2vUlpQdAOQ05TgtoFx1tZYQ%3D)
4. Click **Unsubscribe**.  

The **Plan Unsubscribe Wizard** window is displayed.  

Two factor authentication (2FA) is required.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-MW5N1B98.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A18%3A28Z&se=2026-11-11T05%3A18%3A28Z&sr=c&sp=r&sig=SimCDfNOxaL6nWFuAYrY2vUlpQdAOQ05TgtoFx1tZYQ%3D)
5. If you are sure you want to proceed, enter the verification code, and click **Confirm Change**.

## Applying Provisioning Changes

CTERA Portal applies changed plan settings to all users every day at midnight. You can also apply all changes immediately.

**Note**

If the portal is integrated with a directory service, applying provisioning changes will also cause the portal to synchronize all the users with the directory.

**To apply provisioning changes:**

1. Select **Users > Users** in the navigation pane.  

The **Users** page is displayed.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-MG0PRLBQ.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A18%3A28Z&se=2026-11-11T05%3A18%3A28Z&sr=c&sp=r&sig=SimCDfNOxaL6nWFuAYrY2vUlpQdAOQ05TgtoFx1tZYQ%3D)
2. Click **Apply Provisioning Changes**.  

The **Apply Provisioning Changes** window is displayed and the changes are applied.
3. Click **Close**.