Manage members

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This topic tells you everything you need to know about managing Zilliant member accounts.

What are members?

A member is a user with an account in the Zilliant system. Each member is unique within a specific organization. Zilliant identifies each member by their email address.

Who can manage member accounts?

Members who are assigned the Admin role can manage other member accounts.

If you need to be assigned the Admin role, contact another Zilliant Admin at your company.

Get started

  1. Sign in to Zilliant at https://login.myzilliant.com .

  2. In the left navigation panel, select Settings to view the Admin Configuration page.

  3. Select Members to view, add, and edit member accounts.


Invite members

  1. At the top right of the Members page, select + Invite.

  2. On the Invite Member panel, enter information or make selections:

  • Name—(optional) Enter the member’s full name.

  • Email address—Enter the member’s email address. Depending on your company’s policies, the email address may be restricted to your company’s approved email format and domain, such as firstname.lastname@yourcompany.com.

  • Role—(optional) Assign one or more roles. All members are automatically assigned the Member role.

Read Members and permissions for details about capabilities granted by each role.

If you try to create a member account that already exists

You’ll see an error message indicating the email address is already in use. Use an alternate address or edit the list of members to change or delete the email address there.


View member account status

The status of each member account appears in the Status column of the Members page. The following table lists possible status conditions.

Status

Description

Active

  • A member becomes Active after successfully authenticating at least one time.

  • If the member requests a password reset from the Sign up or log in page, their status remains Active.

  • If an Admin resets the member account password, their status remains Active.

Invited

  • An Admin created a member account.

  • The member has received an email inviting them to sign in.

  • The member has not yet set a password and signed in.

Pending

The member cannot access their account for one or more reasons. These include:

  • The member account is locked after ten failed attempts to sign in.

  • An Admin forced a password change.

Deactivated

An Admin deactivated the member account.


Edit member details

On the Members page, search for and select a member from the list to edit their account.

  1. In the Details section, select Edit to edit member details:

  • Name—Optionally enter a name for the member.

  • Email—Enter a new email address for the member. If you change a member’s email address, their current sessions are immediately stopped. In addition, the member must:

    • Reset their password

    • Re-establish SSO and OAuth registrations

  1. Select Save.


Edit access requirements and permissions

  1. In the Access requirements & permissions section, select Edit to edit role assignments or change member authentication requirements.

  • Role assignments—Change the member’s role assignments:

    • Revoke—In the Actions column, select Revoke to remove a role assignment for the member.

    • Add—Select + Add Role Assignment to select and assign a role for the member.

  • Require MFA—Enable to require multi-factor authentication (MFA) for this member. The member must set up and use MFA each time they sign in.

  • Exempt from primary auth requirements—When enabled, the member is exempted from your primary authentication policy.

  1. Select Save.


Force a password change

This action deletes the member’s current password and sends a reset password to the member.

  1. On the Members page, search for or select a member from the list.

  2. In the Access requirements & permissions area, under Authentication management, select Reset password.


Stop all member sessions

This action immediately stops all of the member’s active sessions and signs them out of Zilliant.

  1. On the Members page, search for or select a member from the list.

  2. In the Access requirements & permissions area, under Authentication management, select Revoke all sessions.


Assign member roles

  1. From the Members page, search for or select a member from the list.

  2. In the Access requirements & permissions area, under Roles assignments, select + Add Role assignment.

  3. In the Add Role assignment panel, select a role from the list. The list shows only those roles that are not already assigned to the member.

  4. Select Add Role.

Read Members and permissions for details about capabilities provided by each role.


Deactivate a member account

When you deactivate a member account, Zilliant:

  • Revokes the member’s active sessions

  • Deletes the member’s authentication factors

  • Removes the member’s role assignments

  1. From the Members page, search for or select a member from the list.

  2. In the Access requirements & permissions area, under Danger zone, select Deactivate Member.

  3. In the panel that appears, select Deactivate Member to confirm the action.

Common questions

I want to disable a member’s access, but don’t want to deactivate them and remove their authentication factors. Can I do this?

Yes. You can effectively disable a member by revoking all of their assigned roles. They maintain their authentication credentials and factors and can sign in to Zilliant, but cannot view any data.

How do I find out who can manage member accounts?

If you’re a member assigned the Admin role, you can see all member accounts and their assigned roles. Go to Admin Configuration.

Can I add more than one member at a time?

No. You must add member accounts individually.

Can I reactivate a member account that was deactivated?

Yes. You can reactivate a member account and restore its email address. The member’s previous authentication factors and role assignments are not restored.