** Admin Users Only **

Before setting up a user it is important to understand User Groups.

User Groups

Users of the Kazuhm platform can belong to one of three groups, each with its own defined set of permissions that control the level of access:

Owner

• There can be only a single Owner user.
• This role is automatically assigned to the creator (and first user) of an organization's Kazuhm instance. Most often whoever purchased Kazuhm, and as such has primary responsibility for all aspects of Billing.
• The Owner role can only be reassigned by contacting Kazuhm Support.
• The user with Owner permissions has universal access to the Kazuhm platform.

Admin

• There can be multiple Admin users but it is suggested that this be be limited.
• Admin users are responsible for day-to-day monitoring and administration of Kazuhm.

User

• All other users of Kazuhm.

Careful consideration must be given to user group assignment.

Adding New Users

1. Open Administration.
2. Under the My Organization section, click User Management.
3. Click Add User.
4. Complete the following form and Save.

If there are any Support Contact slots available (see below), the user may choose to designate the new user as a Support Contact.

Fields with the red asterisk are required fields and must be entered before an invitation can be sent to the new user. The invitation is sent via email to the address specified in the Work Email field.

By clicking on the URL in the email, the user will be asked to create a password [minimum 8 characters] for his/her account and once successfully created, they can login into Kazuhm.

Editing Users

1. Open the Administration Page.
2. Under the My Organization section, click on User Management.
3. Click on the icon.
4. Make the desired changes and Save.

Note: If login credentials are changed then the user will receive a new Activation Email:

Removing Users

1. Open the Administration Page.
2. Under the My Organization section, click on User Management.
3. On the same row as the user you wish to remove, click on theicon

On successfully removal, you will see the following notification:

You cannot remove yourself or a user with greater permissions than yourself. Trying remove yourself from your Kazuhm instance will result in an error message and the attempt will fail:

Support Contact

Support Contacts act as the central point of contact with Kazuhm with respect to support. Whenever an issue is reported the Support Contact(s) are automatically included in the dialog between the reporting user (if not a Support Contact) and Kazuhm. This allows for resolution coordination where Kazuhm system changes, including updates, are required.

Ideally, a Support Contact is a person who is familiar with his/her organization’s IT infrastructure and the Kazuhm platform.

There can be up to 3 Support Contacts at any one time.

By default, the Owner will be designated as a Support Contact and this role cannot be reassigned or relinquished.

To assign or unassign a user as a Support Contact:

1. Open the Administration Page.
2. Under the My Organization section, click on User Management.
3. On the same row as the user you wish to designate as a Support Contact, Click on theicon to edit the user.
4. Check/Uncheck the Support Contact box and Save.

In the User Management table, you will now see the user with the appropriate Support Contact label.