Register new Back Office users

Learn how to register new Back Office users, assign permissions, manage credentials, and configure access settings including data masking and 2FA

You can add new users to the Back Office only if you have the necessary permissions to manage users.

To add a new Back Office user:

1

Go to System > Users > Users.

2

Click +Create in the upper-right page corner.

3

On the Create user page, fill in the following fields:

Create user page

• In the Email field, enter the user's email address.

• In the Password field, enter a password. You can also generate a secure password by clicking the Generate button on the right side of the field. To view the generated password, enable the Show password option.

• In the Status dropdown, select Enabled.

• In the Groups dropdown, select one or more groups in which the new user will be included.

The selected groups define the permissions that the new user will have.

The Administrators group grants all the available permissions to the users included in this group.

• In the Name field, enter the user’s first and last names.

• Select the Send to email checkbox to send credentials to the specified user email address.

If you use a standalone B2COPY solution without an SMTP server, don’t enable the Send to email checkbox because emails can’t be sent. In this case, you must securely provide the credentials to the new user through an alternative method.

• Select the Mask data checkbox to prevent the user from viewing client personal data. With this option enabled, such data as client names, email addresses, and phone numbers will be masked with asterisks (*) for this particular Back Office user.

4

Click Save to register the new user in the Back Office.

The user’s profile has been created in the system and added to the list displayed on the Users page.

For newly registered Back Office users, two-factor authentication (2FA) via email codes is enabled by default. If you use a standalone B2COPY solution without an SMTP server, disable 2FA via email codes for newly registered users, as emails can’t be sent in this case.