User Accounts

Each user that logs in to Zonal Connect should be created a user account and assigned the relevant permissions that they need to manage their daily activities within the platform.

Adding New Users

Follow these steps to add a new user:

1. Click Add

2. Enter the following details, First Name | Last Name | Email Address | Reference (optional identifier for the user)

3. Select the required Permissions

4. If you wish to invite the user to Zonal Connect select the Invite User check-box

   If you choose to not invite the user on the initial creation the user can be edited and the invite sent at a later time

5. Click Create

   Zonal Connect will send an automated email to the user for them to complete their creation of their user account, users will be in a status of "Awaiting Activation"

   If the user never received their initial email or they were not activated at the time of initial creation click Resend Invitation

Completing User Signup

Follow these steps to complete a user signup:

1. From the email received (email will be sent from noreply@zonalconnect.com) click the link

2. Enter the following details, New Password | Confirm New Password

   Password must be at least 14 characters long and include at least one lowercase letter, one uppercase letter, one digit, and one special character from the set: !"#$%&'()*+,-./:;<=>?@[\]^_`{|}~

3. Click Signup

4. Having download the recommended Microsoft Authenticator app, launch the app

5. Click the "+" icon

6. Select Personal Account

7. Click Scan QR code | scan the QR code displayed on screen, this should now add your user to Zonal Connect into the authenticator app

8. Click Continue

9. Enter the Code as displayed in the authenticator | click Verify, the user should now be signed into Zonal Connect

   When the signup process has been completed the user will be in a status of "Activated"

Editing Users

Follow these steps to edit a user:

1. Search for the user by entering first or last name | or select a user from the list

2. The following settings can be updated or changed for user:

   • Update First or Last Name

   • Update Reference

   • Update Permission Groups

     Adding or removing a permission group will automatically update the user and the updated permissions will take effect immediately

   • Reset Multi Factor Authentication or Resending Activation Email

     If the user has changed their device or the original app for authentication is no longer available clicking the Reset MFA will prompt the user upon next login to reset their authentication

3. Click Save

Deactivating or Deleting Users

User maintenance is always recommended within Zonal Connect, users can be deactivated for a temporary time or if the user is no longer part of the organisation they can be deleted.

Follow these steps to deactivate or delete a user:

1. Search for the user by entering First or Last name | or select a user from the list

2. Select the user or click the row

3. Click Deactivate or Delete | confirm the action

Reactivating Users

Follow these steps to reactivate a user:

1. Search for the user by entering First or Last name | or select a user from the list

2. Select the user or click the row

3. Click Reactivate | confirm the action