Users reference
Who is this article for?
Instructor, no.
Incydr Professional, Enterprise, Horizon, and Gov F2, no.
Incydr Basic, Advanced, and Gov F1, no.
CrashPlan Cloud, no.
Retired product plans, yes.
CrashPlan for Small Business, no.
Overview
This reference guide includes detailed information about managing users and their devices, adding new users, and managing roles.
Users
To view the Users section, sign in to the Code42 console, and select Users. The Users section displays the following information about the users in your enterprise.
| Item | Description | Click to view | |
|---|---|---|---|
| a | Active (Versions 6.5 and later only) |
Displays all active users. | |
| b | Deactivated (Versions 6.5 and later only) |
Displays all deactivated users. | |
| c | Invited (Versions 6.5 and later only) |
Displays users invited to create account, but not yet signed in. | |
| d | Action menu | Contains commands available in the user list view. | |
| e | Add a new user | Displays pane in which you enter information to add a user. | |
| f | Run a Device Report | Navigates to the Reporting web app, displaying results based the users listed. | |
| g | — | Selects all the users in the list. | |
| h | Name | User's first and last name. | Selected user's details |
| i | Username | User's username. | Selected user's details |
| j |
Backup Devices |
Number of devices registered to this user. | Selected user's details |
| k | Used Storage |
The amount of data this user has stored at all destinations.
(Version 8.2 and later) This information is refreshed at least once every 15 minutes. |
List of all of the user's device archives and stats, by GUID |
Action menu
| Command | Description |
|---|---|
| Show Active (Versions 6.0.x only) |
Displays all active users. Not available when active users are displayed. |
| Show Deactivated (Versions 6.0.x only) |
Displays all deactivated users. Not available when deactivated users are displayed. |
| Show Invited (Versions 6.0.x only) |
Displays all users who have been invited to create accounts, but who have not yet created accounts. |
| Block | Signs out the selected user(s) from all devices and all current Code42 console sessions. Prevents future sign-in to all of the user's devices and the Code42 console. Backup continues and archives remain active and stored. Not available when the selected user is currently blocked. |
| Unblock | Unblock currently blocked users. Not available when the selected users are not blocked. |
| Reset Password |
Send an email containing a password reset link to the email address associated with the selected user(s).
Users in organizations where Client visibility is set to Hidden do not receive password reset emails. |
| Export All | Export selected item to CSV file. If no user is selected, all users in the list are exported. |
CSV export
Export all visible list items to a CSV file by selecting 
> Export All. If no user is selected, all users in the list are exported.
For definitions of user attributes, see the User section in the Code42 API API documentation viewer.
CSV export field descriptions
Add a new user
You can add users by sending an email invite, manually entering their information, or by importing user information.
| Command | Description |
|---|---|
| Invite Users | Send an invite to one or more users by sending an email invitation. |
| Add Users | Add or import users. |
Invite users
Use the Invite Users command to send an email invite to new users.
| Command | Description |
|---|---|
| a | Search for a specific organization within your environment |
| b | Select an organization for the user |
| c | Click to proceed or cancel |
When you click Select on the Invite User dialog, the following dialog is displayed:
| Item | Description |
|---|---|
| a | Enter email recipients for the invite email. |
| b | Enter the reply to email to be included on the invites. |
| c | Modify the subject line for the email invite, if necessary. |
| d | Modify the default email message, if necessary. |
| e | Click to send email(s) or cancel. |
Add users
Use the Add a New User command to create a new user.
| Command | Description |
|---|---|
| a | Search for a specific organization within your environment |
| b | Select an organization for the user |
| c | Click to proceed or cancel |
When you click Select on the Add User dialog, the following dialog is displayed:
| Item | Description |
|---|---|
| a | Add users one by one. The Code42 app must be installed on each user's device(s) in order to back up. |
| b | Add users in bulk by uploading a text file (.CSV). |
| c | Download a sample text file for information on how to format the text file (.CSV). |
| d | Upload the text file (.CSV) containing the users you'd like to add. The desktop application must be installed on each user's device(s) in order to back up. |
Details
To view the user details, select a user from the overview. Here you can see information about a user's device.
| Item | Description | |
|---|---|---|
| a | User | Displays the user's first and last name, if available. If first and last names were not specified when creating the user, displays the user's username. |
| b | Organization | Name of the user's organization. Click to view organization details. |
| c | Action menu | Displays actions you can perform. |
| d | Username | User's username. |
| e | Email Address | Email address associated with the user's account. |
| f |
Last Signed In (Version 7.x and earlier) |
Last time the user signed into the Code42 console. |
| g | Backup Quota | Amount of storage allotted to the user. |
| h | Date Created | Date the user account was created. |
| i | Used Storage |
Amount of data stored from this user account's devices. Graph shows the past 30 days. Data points are updated once per day.
|
| j | Backup Restores |
Number of restores initiated, files restored, and total bytes restored over the past 30 days. Starting in version 8.2, these details are restricted by role: the history displays only the restore details and archives you can perform or access based on your role permissions.
|
| k | Operating System | Operating system icon for this device. Displays Windows, Mac, or Linux. |
| l | Device Name |
If the user has multiple devices, they all appear here. |
| m | Hostname Code42 server version 6.8.4 and later |
Hostname requires Code42 app version 6.8.4 or later. Devices running older versions of the Code42 app display "UNKNOWN." |
| n | Destination | Name of the backup destination. |
| o | Store Point | Name of the store point. |
| p | Selected | Size of the files selected for backup. |
| q |
Backup Status |
Backup completion percentage to each destination. Progress bar changes color if a device is in an alert state for that destination.
|
| r | Last Activity | Time since the last activity for the user's devices. |
| s | Completed | Time since the device last completed a backup to the specified destination. |
| t | Roles | Displays the roles assigned to the user. |
| u |
Indexing |
Displays indexing configuration and status for the user. |
| v | Reference |
Displays optional information about the user. |
Action menu
| Command | Description |
|---|---|
| Edit | Edits this user's information, including name, email address, and password. |
| Show Deactivated Devices | Displays all of this user's deactivated devices. Not available when deactivated devices are displayed. |
| Hide Deactivated Devices | Hides this user's deactivated devices. Not available when deactivated devices are currently hidden. |
| View Archives | Opens the Archive List view, which displays information about the archives associated with this device. |
|
Search for Files |
Opens the File Search web app in a new tab. The search form is pre-populated with the user's ID. This action is available only if you are authorized to use the File Search web app. |
| Deactivate | Deactivates the user. All associated devices are deactivated. Archives for all associated devices are placed into cold storage. |
| Activate | Activates the user. You may also want to reactivate the user's devices. |
| Block | Blocks the user. User is signed out of all devices and all current Code42 console sessions. Prevents future sign in to all of the user's devices and the Code42 console. Not available when the selected user is currently blocked. |
| Unblock | Unblock currently blocked users. Not available when the selected users are not blocked. |
| Change Organization | Moves selected users to a different organization. |
| Reset Password |
Resets the selected user's password.
Users in organizations where Client visibility is set to Hidden do not receive password reset emails. |
| Reset Two-Factor Authentication | Resets the local two-factor authentication configuration for this user. This invalidates the secret used to generate this user's Time-based One-Time Password (TOTP). Select this option if a user loses or gets a new mobile device and needs to redo the initial configuration steps. |
|
Prints a list of currently selected users. If no user is selected, all users in the list are printed. (6.0.x only) |
Edit
General
| Item | Description | |
|---|---|---|
| a | First and Last Name | Edits the user's first or last name1 |
| b | Email Address | Edits the user's email address1 |
| c | Username | Edits the user's login name1 |
| d | Password | Changes the user's password1 |
| e | Backup Quota | Edits the user's storage quota |
1 Changing this field while the user is signed in to the Code42 console may require the user to sign in again.
Roles
| Item | Description | |
|---|---|---|
| a | Available Roles | Roles not currently assigned to the user. These roles are available to be assigned to the user by the admin that is currently logged in. Admins can only grant roles to users if the admin user account is assigned the role. Click a role to display the permissions associated with the selected role. Go to Settings > Security > Roles to view and configure roles available within the system. |
| b | Current Roles | Roles currently assigned to the selected user. Click a role to display the permissions associated with the selected role. |
| c | Add Role | Adds the selected role(s) to the user account. |
| d | Remove Role | Removes the selected role(s) from the user account. |
| e | Currently Assigned Permissions OR Role's Permissions | When no role is selected, this field displays all permissions currently assigned to the user account. When a role is selected from Available Roles or Current Roles, this field displays all permissions associated with the selected role. |
| f | Cancel | Reverts changes and close the Edit User pane. |
| g | Update User | Saves changes and close the Edit User pane. |
Indexing
| Item | Description | |
|---|---|---|
| a | Inherit settings from organization | Enables inheritance for indexing settings. Disable this option to configure indexing settings for the selected user. |
| b | Index user's archives |
Enables indexing for the user's archives. |
| c | Do not index files with these extensions | |
Reference
| Item | Description | |
|---|---|---|
| a | External Reference | Specifies optional external reference information, such as a serial number, asset tag, employee ID, or help desk issue ID. |
| b | Notes | Specifies optional descriptive information. |
Change organization
| Item | Description | |
|---|---|---|
| a | Search | Searches available organizations |
| b | Organization | Selects the new parent organization |