Users reference

Updated April 24, 2024 15:39

Overview

This reference guide includes detailed information about managing users and their devices, adding new users, and managing roles.

Users

To view users:

Sign in to the Code42 console.
Go to Administration > Environment > Users.

The Users list includes:

Users with devices running a Code42 agent for Incydr monitoring or backup. Generally, these users are automatically added:
- By syncing with your organization's identity management provisioning provider.
- When the Code42 agent installed on the endpoint successfully registers with the Code42 cloud.
Administrative users that sign in to the Code42 console for management and monitoring tasks.

Table listing active users

Item		Description
a	Create user	Opens the Add user panel. First select an organization, then enter the user's details. The user details fields vary based on the selected organization. For example, organizations that use local authentication include password fields, while organizations that use single sign-on only require an email address.
-	Elevated users report (not pictured)	Generates a CSV report of users based on the roles you select. This enables you to audit access privileges. Only visible to users with the Customer Cloud Admin role.
b	Device report	Opens the Device Status report, which shows details about backup agents for the users listed.
c	Export	Exports the current list of users to a CSV file and downloads it to your local device. For more information on the fields included in the export, see CSV export field descriptions.
d	Filter	Filters the list of users by username, organization, role, User UID, or user status. By default, the table is filtered to only show active users.
e	Filtered by	Identifies the filters applied to the users list. Click the X to remove a filter.
f	Username	The Code42 username assigned to the user.
g	Name	The user's first and last name. If first and last names were not specified when the user was created, a dash appears here.
h	Status	The user's status. By default, the table is filtered to only show active users. Click Filter to view users with different statuses.
i	Installed agent count	Indicates the total number of agents installed on all of the user's devices. Includes the insider risk agent, backup agent, and legacy agent.
-	Backup archives (not pictured)	The size of this user's backup archives, if applicable.
j	View user details	Click to open the user's details to view more information about that user.

Filter the Users table

By default, the table is filtered to only show active users. To update filters:

Click Filter .
The Filters panel opens.
Select filters to update the table. A user must match all specified filters to be included in the results.
- Username: Enter the first few characters of a user's first or last name, then select a user to view only that user.
- View organization: Select an organization to view users in that organization. Optionally, begin typing an organization name to view suggested matches.
- User UID: Enter a user's UID to view only that user. User UIDs are included in CSV user exports, file event details, various reports throughout the Code42 console, audit log details, and the Code42 API.
- Role: Select one or more user roles.
- Status: Select one or more statuses: Any, Active, Deactivated, or Blocked.
- Backup archives: Select All users, Users with backup archives, or Users without backup archives. If you select All users or Users with backup archives, the size of the backup archives appears in the Backup archives column. (Backup agent only)
Click Apply.
The user list updates to match your filter selections.

View user details

Click any row in the Users table to view more details about that user.

User details screen

Item		Description
a	User	The user's first and last name, if available. If first and last names were not specified when the user was created, a dash appears here.
b	Status	The user's status. Options include Active, Deactivated, and Blocked. For more details, see Block, deauthorize, and deactivate Blocked only applies to users with the backup agent.
c	View profile	Click the link to view the user's profile.
d	Organization	Name of the user's organization. Click the link to view that organization's details.
e	Actions	Lists actions to perform on the user: Edit account details: Change the user's name and password. Change parent organization: Move the user to a different organization. In the Change parent organization panel, select a new organization and click Save. See below for additional considerations for users with the backup agent. Reset two-factor authentication: Resets the local two-factor authentication configuration for this user. Use this option if a user loses or gets a new mobile device. Resetting invalidates the secret used to generate this user's Time-based One-Time Password (TOTP) and requires the user to re-configure their two-factor authentication upon their next sign-in attempt. Only visible if two-factor authentication is enabled in the parent organization. Activate / Deactivate Deactivate: All associated devices are deactivated. Incydr monitoring and backup stop. Archives for all associated devices are placed into cold storage. Activate: the user. You may also want to reactivate the user's devices. For more information, see Block, deauthorize, and deactivate. Block / Unblock Backup agent only Block: The user is signed out from all devices and Code42 console sessions. Prevents future sign-in to all of the user's devices and the Code42 console. Backup continues and backup archives remain active. Not available when the selected user is currently blocked. Unblock: Enables a blocked user to sign to their devices and the Code42 console again. Not available when the selected user is not blocked. Reset password Backup agent only Resets the selected user's password and sends an email with a password reset link to the email address for the user. To customize the password reset email sent to users, see Customize email templates. Users in organizations where Client visibility is set to Hidden do not receive password reset emails.
f	Code42 username	The users' Code42 username.
g	Date created	The date the user was added to Code42.
h	User attributes	If you use User Directory Sync or SCIM provisioning, this information is automatically populated by your provisioning provider. You must first add the department and title attributes if you use Okta provisioning or PingOne provisioning. If you don't use provisioning, this information does not appear and cannot be added manually.
i	Data Sources	The endpoints that have been assigned to the user and that are monitored by Code42. If devices are listed here, click Details to view that device's details. For more information, see Add user data sources.
j	Preservation	Backup agent only Provides backup status details for the user's devices, including storage used, restore history, and backup progress for each device and destination.
k	Roles	The roles assigned to the user. Click Edit to edit the user's roles, then select the roles to assign to that user and click Save. For more information, see Manage user roles.
l	Reference	Optional external reference information, such as a serial number, asset tag, employee ID, or help desk issue ID. Use Notes to add other descriptive information. For more details, see Add reference information to devices, users, and organizations.
m	Device details	Indicates the operating system and hostname of the device.
n	Active / deactivated agents	Select to view the user's Active or Deactivated agents.
o	Agent details	Indicates the installed agent type, version number, and last connected date.
p	Restore files	Backup agent only Opens the Web restore view, which enables you to download files backed up from this device. For more details, see Restore files from the Code42 console.
q	Additional details	Opens the Device details view, which provides more details, settings, and actions for this device. For more details, see Devices reference.
r	View	Choose to view All devices or only Devices with active agents.

Changing organizations can affect backups
If users are moved to a different organization, it could affect their backup. For example:

Different destinations offered: If the new organization does not offer the same destinations as the user's previous organization, any of the user's data from destinations that are no longer offered are put in to cold storage.
Frequency and version settings: Any differences in the new organization's frequency and version settings are applied to the backup archive after the user device connects to the Code42 cloud instance. Depending on the new organization's frequency and version settings, some data could be removed.
Auto-start backups: If the new organization has any destinations configured to auto-start, the Code42 agent begins backing up to those destinations immediately. Destinations that are not configured to auto-start appear in the Code42 agent for the user to select.

Edit user account details

To edit a user's account, select Actions > Edit account details from the user's details screen. All users can edit their own account information, but only administrators with the correct permissions can edit another user's account details.

Item		Description
a	General information	The user's First name, Last name, and Code42 username. Some users cannot edit their Code42 username. This happens when both of the following are true: The user was automatically added to Code42 by your provisioning provider. The user does not have the correct permissions. When such users attempt to change their Code42 username, the "Unable to save changes. Try again." message appears. Changing these details while the user is signed in to the Code42 console may require the user to sign in again.
--	Backup quota (not pictured)	Backup agent only Edits the user's storage quota.
b	Change password	This section appears only for local users who authenticate directly with the Code42 cloud to sign in to the Code42 console. Current password appears only if you are editing your own account details. You must enter your current password if you are changing to a new password. If needed, change the password by entering it in Password and Confirm new password. Changing a user's password logs that user out of Code42.
c	Save	Click to save your changes

CSV export field definitions

Click Export to download a CSV file with user details for all users returned by the current filters.

For additional definitions of user attributes, see the Users section in the Code42 Developer Portal.

Field	Description
userId	Identification number of the user.
orgId	Organization where the user resides.
username	Login name for the user.
email	Email address associated with the user's account.
displayName	Name displayed in the Code42 console for the user.
status	Status of a user is active, blocked, or deactivated.
computerCount	Number of devices registered to the user.
shareDeviceCount	Deprecated. No longer in use.
backupDeviceCount	Number of devices associated with the user.
lastLoginDate	Last time the user signed into the Code42 console.
active	Indicates if the user is active. TRUE: Active FALSE: Deactivated
blocked	Indicates if the user is blocked. TRUE: Blocked FALSE: Not blocked
warningCount	Number of user devices that have not backed up within the defined warning interval specified in the organization settings.
criticalCount	Number of user devices that have not backed up within the defined critical interval specified in the organization settings
targetComputer	Identification number for the device used for computer-to-computer backup.
selectedFiles	Total number of files selected for backup.
selectedBytes	Total number of bytes selected for backup.
lastBackupDate	Date when any one of the user's devices backed up.
lastCompletedBackupDate	Date when any one of the user's devices had a 100% complete backup.
archiveBytes	Total bytes the archive occupies on disk.
todoBytes	Total bytes of data remaining to back up.
todoFiles	Total number files remaining to back up.
userUid	The user's UID (unique ID).
orgUid	The UID (unique ID) of the user's organization.
userExtRef	Optional external reference information, such as a serial number, asset tag, employee ID, or help desk issue ID.
notes	Optional descriptive information.
firstName	The user's first name.
lastName	The user's last name.
orgName	The user's organization name.
orgType	Organization type. ENTERPRISE: Code42 for Enterprise BUSINESS: CrashPlan for Small Business
authType	The authentication method for users in this organization (LOCAL, LDAP, RADIUS, or SSO). A blank value means the default of LOCAL.
usernameIAnEmail	Whether the username is an email.
creationDate	Organization creation date.
modificationDate	Date when the organization was last modified.
passwordReset	Whether a password reset is required.
invited	Whether the user was invited to Code42 via email.
securityKeyType	The type of security key for the user.
targetComputerGuid	GUID of the device used for computer-to-computer backup. Computer-to-computer backup is deprecated.
billableByes	Number of billable bytes.
quotaInBytes	User's backup quota in bytes. A value of -1 means unlimited backup.
percentComplete	Restore percent complete.
archiveBytesDelta	The difference, in bytes, between what has been backed up and what remains to be backed up.
archiveBytesDeltaMonth	The difference, in bytes, in the archive from this month to the previous month.
archiveHistory	The number of archives for the user.
emailPromo	Whether the user receives promotional email.