Member management

This guide shows you how to manage members (users and admins) in the Admin Center. All members are displayed in a single unified table with sortable columns and inline group management.

Click Member management on the left-navigation bar to open the Member management page.

Note

• When a user is sourced from an Identity Provider (IdP), the Status column displays the suffix '- IdP' alongside the user status to indicate the user's source. Example: If the user 'h2o-tester-admin@h2o.ai' is sourced from an IdP and the status is 'Suspended', the Status column for that user will be Suspended - IdP.
• The Source column shows each user's profile source.
• To organize users into groups and manage group-based permissions, see the Custom Groups page.

Member table

The Member management page displays all members in a single table.

The table contains the following columns:

Column	Description
Name	The member's first and last name.
Email	The member's email address.
Status	The member's account status (for example, Active, Deactivated, etc.). Displays the -IdP suffix for users sourced from an Identity Provider.
Last Login	The last time the member logged in to the environment.
Source	The member's profile source (Identity Provider).
Associated Groups	The group(s) the member belongs to. This column is editable. See Edit associated groups.

Sort and group

The table is sortable by all columns. Click a column header to sort by that column.

You can also group table rows by the Status and Source columns.

Edit associated groups

To add or remove a user from groups individually:

1. Open the Associated Groups cell

   Click the Associated Groups cell for the target user in the table.

2. Review the available groups

   In the inline dropdown that appears, review the available groups.

3. Add or remove the user

   Select a group to add the user to it, or deselect a group to remove the user from it.

4. Changes are applied one group at a time.

Remove users from groups

To remove multiple users from groups in bulk:

1. Select the users

   Select one or more users from the table.

2. Open the Remove dialog

   Click Remove.

3. Review the selected users

   In the dialog that opens, review each selected user and their associated group checkboxes.

4. Choose the groups to remove

   For each user, select the group(s) to remove them from.

5. Confirm the removal

   Click Confirm to apply the removal.

Add users to groups

To add multiple users to groups, select one or more users from the table and click Add to Groups. This opens a dialog where you can assign the selected users to one or more groups.

Add a new user

To add a member to the user role, follow these steps:

1. Open the Add member panel

   Click Add member in the top-right corner.

   

   The Add member side panel opens.

2. Enter the first name

   In the First name field, enter the member's first name.

3. Enter the last name

   In the Last name field, enter the member's last name.

4. Enter the email address

   In the Email field, enter the member's email address.

5. Select the User group

   In the Groups drop-down, select User.

6. Add the member

   Click Add member.

The member appears in the table in your HAMC environment.

Resend emails

When a new user is added, they appear in the table with a status of either Staged or Pending user action.

An activation email is automatically sent to the user, notifying them to activate their account by providing the email and password. This activation email expires within 24 hours.

You can resend password reset emails to users who have activated their accounts (Active) or whose passwords have expired (Password Expired).

To resend an activation or password reset email:

1. Select the users

   Select the user(s) from the table.

2. Resend the emails

   Click Resend emails.

   

3. Confirm the action

   Click Okay to confirm.

   

The appropriate email is sent based on each user's status.

note

• To resend an activation email, the user's status must be either Staged or Pending user action.
• To send a password reset email, the user's status must be Active or Password Expired.

Grant admin permissions to a user

To grant admin permissions to users, follow these steps:

1. Locate the user

   In the table, locate the user to grant admin permissions.

   

2. Open the Associated Groups dropdown

   Click on the drop down under Associated Groups.

3. Select the Admin group

   In the dropdown, select Admin to add the user to the admin group.

Add an admin user

Note

• To gain full access to Managed Cloud, admins must also be granted user permissions. With these permissions, admins can control the H2O AI Managed Cloud environment.
• If you have admin access but do not have user permissions, please reach out to the other admins to request the appropriate usage permissions.

To add a member to the admin role, follow these steps:

1. Open the Add member panel

   Click Add member in the top-right corner.

   

   The Add member side panel opens.

2. Enter the first name

   In the First name field, enter the member's first name.

3. Enter the last name

   In the Last name field, enter the member's last name.

4. Enter the email address

   In the Email field, enter the member's email address.

5. Select the Admin group

   In the Groups drop-down, select Admin.

6. Add the member

   Click Add member.

The member appears in the table with admin permissions in your HAMC environment.

Import members in bulk

You can also import members in bulk:

1. Open the bulk import panel

   Click Bulk import.

   

2. Select the roles

   From the Role drop-down, select User, Admin, or both to assign roles to the members.

3. Upload the CSV file

   Under Upload CSV, upload a CSV file containing the members' email addresses, first names, and last names.

   note

   When importing a dataset, upload it as a CSV file formatted as follows:

   • The file must contain three columns in the specified order: Email, First Name, Last Name.
   • Ensure there are no additional columns or headers in the CSV file.
4. Add the members

   Click Add members.

   note

   When importing users into a User group, activation links are sent to each user and will expire after 24 hours. If a user does not activate their account within this 24-hour period, you can resend the activation email.

The newly added members are listed in the table in your HAMC environment.

Configure domains

Admins can decide which email domains are allowed to be invited as members.

note

By default, the allowed domains list is empty, which means all domains are allowed. Once you add one or more domains, only those domains can be invited.

To add an allowed domain:

1. Open Configure Domains

   Click Configure Domains.

   

2. Enter the domains

   In the Add domain(s) field, enter one or more domains, separated by commas or spaces.

3. Add them to the allowed list

   Click Add to add them to the Allowed domains list.

4. Save your changes

   Click Save to apply your changes.

note

Adding a domain does not automatically allow its subdomains to be invited. Each subdomain must be added separately.

Export members

To download a list of users and admins as a text file, click Export Members. The .txt file contains email addresses, full names, and user status (active/inactive) of all users and admins.

Note

You need to have administrator privileges to be able to export users.

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