GTB User Management

Before You Start

The following guidelines only apply to users with CB Admin rights. If you do not have this authorisation role, please reach out to your CB Administrator for support.

You can access user information in the top navigation menu by clicking on the user icon ( ).

How to Create a New User

1. Go to Users > All.
2. On the next view, click on Add list item (+) to begin the process.
3. A new page for creating new users will then open.
4. On the User data tab, fill out all relevant information and save changes.

How to Block a User

1. Go to Users > Active.
2. On the next view, choose the user and hover over its name.
3. Click on Show details to open the user profile.
4. On the User data tab, tick the Blocked box and save changes.

How to Expire a User Account

1. Go to Users > Active.
2. On the next view, choose the user and hover over its name.
3. Click on Show details to open the user profile.
4. On the User data tab, add the date to expire user account on in the End Date field and save changes.

How to Delete a User

1. Go to Users > Active.
2. On the next view, choose the user and hover over its name.
3. Click on Delete to remove the user and confirm changes.

Note
Remember to always save changes by clicking on the floppy disk ( ) on the right-hand-side menu.