Adding Users to Multiple Unifyr One Instances

Note

This article contains instructions for systems with Unifyr One Global enabled to support a multi-instance setup.

Unifyr One Global is available for customers with a Platinum or Diamond subscription. Submit a request to your Unifyr One team if you are interested in having this enabled on your system.

The administrator in the Unifyr One home instance can add users to any instance in a multi-instance setup, and give them a different role in each.

1. Ensure that you are logged in to the Unifyr One home instance, with an Admin role.
2. Click   > Settings > Users.
3. Click Create User.
4. Create the user following standard Unifyr One process. For more information, see Manage Users. 

5. In addition, use the Access field to define the instances that the user can access, and the role they have in each.

   You’ll see an entry for your home instance (Global) and a drop down list of all your subsidiary instances (named Business Units in this example)

   Choose the role that the user will have in each instance.

   If you give the user the Admin role in the home instance, they will automatically have Admin access to all the subsidiary instances as well.

   

   If you give a user any other role in the home instance, or no access to it (select No Access in the Role field), you can define their access to the subsidiary instances.

   

   Select the instance from the drop down list, then click Add to add a row for it in the Access field. Choose the Role the user should perform in that instance.

   

6. Click Save to save the new user. The user is added to the Users list for the Unifyr One home instance. Each user's entry in the list shows whether they have access to the home and/or subsidiary instances, and the role they have in each.