Edit user accounts

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You can manage user access by adding, updating, or deleting user accounts on the User Management page.

  1. Select User ManagementUsers.

  2. Select one of these actions.

    • Create user:

      1. Click New User, then type a user name.

      2. Select whether to enable or disable the logon status of this account. If this account is for someone who is not yet a part of the organization, you might want to disable it.

      3. Select whether the new account uses ePO authentication, Windows authentication, Microsoft EntraId authentication or Certificate-Based Authentication and provide the required credentials or browse and select the certificate.

        Note

        • Using Trellix ePO authentication allows the administrator to provide a one-time password where the user is prompted to change the password when they log on the first time.

        • To allow users to sign in with their Microsoft Entra ID, you must grant the application the "openid" permission. Refer to OpenID Connect for more information.

      4. Optionally, provide the user's full name, phone number, description, and any notes in the Notes text box.

      5. Choose to make the user an administrator, or select the appropriate permission sets for the user.

    • Edit user:

      1. From the Users list, select the user you want to edit, then click ActionsEdit, and the Edit User page appears.

      2. Edit the account as needed.

  3. Click Save.