Security Requirement: Permissions for Managing Others To add, update, or remove Groups and Roles for another user, you must satisfy both of the following conditions:
- User Management Rights: Your own assigned role must include specific permissions to manage users (Create, Read, Update, or Delete).
- Role & Group Parity: You can only assign or modify groups and roles that are already assigned to your own account.
How to Create a New User
- Navigate to the Users section via the EvPortal Sidebar.
- Click the "Add New" button.
- Enter User Details: Provide the email address and name of the new user.
- Assign Access:
- Select the Access Group (e.g., a specific CPO contract) the user should belong to.
- Assign a Role (e.g., CPO Manager).
- Save/Send Invitation: The user will receive an automated email to set up their MFA (Multi-factor authentication).
How to Edit or Update a User
- Locate the User in the Users table.
- Select "Edit":
- Navigate to the Groups tab to show all Access Groups for this user.
- To add power: Add a new Access Group or a more permissive Role (like CPO Manager).
- To restrict power: Remove a Role or switch them to a more specific one (like Charger Maintenance to limit them to notes and maintenance info only).
- Confirm Changes: Updates take effect immediately upon the user's next action or login.
How to Delete or Deactivate a User
- Find the User in your list.
- Select "Delete User" in the drop down menu.
- Confirm: Once deleted, the user loses all access.