The owner or user with administration rights can manage account users on the Manage Users sub-tab of the Administration tab.
This tab displays a list of users with their emails, assigned class, generated PGP keys, admin rights and SFTP adjustments.
If you would like to add a new user to Quatrix account, follow the steps below:
For additional security, you can adjust a security PIN for the user to enter while registering to Quatrix.
In order to save your time for manual adding of multiple users (e.g. 50 or 100), you can use our Import users from CSV file feature. It allows to automatically add your users from previously generated CSV file.
Follow the steps below to add multiple users:
As soon as the import is completed, your users will be automatically added to the account.
Emails already stored in Quatrix won't be imported. If the format is not corresponding, the import won't be allowed until it is corrected.
SFTP can't be adjusted while importing. It can be adjusted while editing one or multiple users.
A CSV file would be rejected if it contains more records than available licences.
To change user details or update permissions:
Change user details in the Edit user dialog box.
Click the Save button.
You get the notification that the user's profile has successfully been edited.
Possible user update cases:
To delete a user select the check box next to the user you would like to remove, click on the Delete icon from the top menu and confirm the deletion. The deleted user won't be able to access their Quatrix account.
If you tick the Delete Home Folder check box while confirming the deletion, all files of the selected user will be deleted. If not, their home folder will stay in the file system and you will be able to access it.
If you shared files with someone whose email wasn't used in Quatrix account, this email is automatically written to My Contacts list. You can easily convert your contact (either My or Site) to Pro user by selecting the contact and clicking on the Convert icon on the menu or selecting an appropriate menu option from the right-click menu.
It will soon be released a new version of Quatrix allowing to choose a user class during the conversion.
The conversion of users to contacts is not possible.