--- title: "Managing Users" slug: "managing-users-5-1-1" tags: ["Portal"] status: "update" updated: 2026-08-18T08:25:46Z published: 2026-08-18T08:25:56Z canonical: "kb.ctera.com/managing-users-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. # 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-3-1-1). ## Viewing Users **To view the users in the portal:** 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-REX7YSQ7.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A27%3A34Z&se=2026-11-11T05%3A27%3A34Z&sr=c&sp=r&sig=OJdFPIwF%2Bq2pdGot6OEXZhkFWo5HxunnLe%2BWH%2BkRIK0%3D) 2. Click the filter drop-down to filter the users either by the default **Local Users** or by a directory services domain. The following information is displayed for each user in the **Profile** tab: **Username** – The name to use for authenticating to the portal. **Email** – The user's email address. **First Name** – The user’s first name. **Last Name** – The user’s last name. **Company (Optional)** – An optional value withthe company the user belongs to. **Role** – The user role: **Plan** – The plan assigned to the user. You can access the plan details directly by clicking the plan. **Primary Storage Used** – The amount of primary storage used. **Secondary Storage Used** – The amount of secondary storage used. A value is displayed when the portal is licensed for secondary, archive, storage. The services allocated to the user. - **Disabled** – The user account is disabled. The user cannot access the portal. - **End User** – The user can access the portal as an end user. - **Read/Write Administrator** – The user has administrator read-write permissions. - **Read Only Administrator** – The user has administrator read-only permissions. - **Support** – The user can access the end user portal view as an administrator and has read/write access to devices, user accounts, folders, and folder groups, and read-only access to all other settings in the portal. - **Compliance Officer** – The user can manage compliance settings for cloud drive folders. - **Archive Operator** – The administrator can manage data archiving. - Whether or not the user has the Cloud Drive service. - Whether or not the user has the Cloud Drive Connect service. - The number and type of edge filer licenses allocated to the user. - 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. ## Viewing Details of a User 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-2BZDQ7S2.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A27%3A34Z&se=2026-11-11T05%3A27%3A34Z&sr=c&sp=r&sig=OJdFPIwF%2Bq2pdGot6OEXZhkFWo5HxunnLe%2BWH%2BkRIK0%3D) 2. Click the user's name. The user window is displayed with the user name as the window title. The user details are different for each user. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-JTL0XTSV.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A27%3A34Z&se=2026-11-11T05%3A27%3A34Z&sr=c&sp=r&sig=OJdFPIwF%2Bq2pdGot6OEXZhkFWo5HxunnLe%2BWH%2BkRIK0%3D) The top section of the user window displays the usage activity of the user. **Created** – The date that the user account was created. **Last Login** – The last date and time that the user logged on to the CTERA Portal. **Host** – The server that the user is logged in to. **Failed Login Attempts** – The amount of failed times that the user attempted to sign in. **Generate Monthly Report** – A usage is reportt, by default *report.pdf*, is generated and downloaded to the computer. More information is displayed in tabs. - **Profile** - Profile information pertaining to the user: - **Username** – The name to use for authenticating to the portal. - **Email** – The users email address. - **First Name** – First name of the user. - **Last Name** – Last name of the user. - **Company (Optional)** – The company name. - **Role** – The user's role: - **Disabled** – The user account is disabled. The user cannot access the portal. - **End User** – The user can access the portal as an end user. - **Read/Write Administrator** – The user can access the end user portal view as an administrator with read-write permissions. - **Read Only Administrator** – The user can access the end user portal view as an administrator with read-only permissions. - **Support** – The user can access the end user portal view as an administrator and has read/write access to devices, user accounts, folders, and folder groups, and read-only access to all other settings in the portal. - **Compliance Officer** – The user can access the end user portal view as an administrator with read-write permissions and manage compliance settings for cloud drive folders. - **Archive Operator** – The user can manage data archiving throughout the portal. - **Status** - Select the account status: - **Enabled** – The account is enabled, and the user can access the portal. - **Disabled** – The account is disabled, and the user cannot access the portal. - **Language** - Select the language preference. - **User Expiration** – The expiration date of the user. - **Password** and **Retype Password** – The first password that is created for the user. - **Force Password Change** – An expiration date for the user account password. When the password has expired, the user must configure a new password on the next login. - **Numeric UID (Optional)** – A numeric user ID. - **Comment** – An optional free text comment about the user. - **Groups** – The user groups that the user is a member of. - **API Keys** – Access Key ID is a unique identifier for the user. The API keys are required for using S3 compatible browsers. For details, see [Setting Up API Keys to Access S3 Buckets](/v1/docs/setting-up-api-keys-to-access-s3-buckets-2-1-1). - **Plan** – Provisioning, the services, licenses and quotas that have been assigned to the user. For details, see [Provisioning User Accounts](/v1/docs/provisioning-user-accounts-5-1-1). - **Advanced** – **Backup** and **Cloud Drive** deduplication levels. For details, see [Configuring Deduplication for a User Account](/v1/docs/configuring-deduplication-for-a-user-account-4-1-1). - **Resource Usage** – The usage of the storage quota and number and type of licenses and the cloud drive service. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-IP0EZ77D.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A27%3A34Z&se=2026-11-11T05%3A27%3A34Z&sr=c&sp=r&sig=OJdFPIwF%2Bq2pdGot6OEXZhkFWo5HxunnLe%2BWH%2BkRIK0%3D) - **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. - **Cloud Drive** – The Cloud Drive service: **None**, **Full**, or **Connect**. - **EV*nn* Licenses** - The type and number of edge filer licenses used from the total provisioned. - **Devices** – The devices that the user is connected to. For details, see [Managing a User's Devices](/v1/docs/managing-a-users-devices-5-1-1). - **Cloud Drive Folders** – Information about the cloud drive folders that are owned by the user. For details, see [Managing Cloud Drive Folders and Folder Groups for a User Account](/v1/docs/managing-cloud-drive-folders-and-folder-groups-for-a-user-account-4-1-1). - **Folder Groups** – Information about the folder groups that the user is a member of. - **Alerts** – Only administrators and not end users have this tab. The types of alerts the administrator will receive. For details, see [Configuring Alerts for Team Administrators](/v1/docs/managing-administrator-users-5-1-1).