In Chocolatey Central Management, Users are people who are given access to login in, and perform operations.

Users can be accessed by going to Administration on the left-hand navigation and selecting Users.

Creating a User

NOTE

If you do not see the + Create new user button, please see your Administrator to determine if your account has the Creating new user permission.

On the main Users page, select the + Create New User button.

You will then be presented with the Create New User window where you can enter all the information for the User, including First Name, Email address, etc.

Next you’ll want to click over to Roles. This window will allow you to select what specific Roles you wish to give your new User.

Click 💾 Save to close the window and create the new User. A green toast notification will be shown once the operation completes successfully.

Editing a User

NOTE

If you do not see the Edit menu entry or the ⚙ Actions buttons, please see your Administrator to determine if your account has the Editing user permission.

On the main Users page, find the User you want to edit. Select the ⚙ Actions button on the left-hand side of the User, and then select Edit to open the Edit User window.

From the Edit Role window, you can modify all the properties for a User, for example, First Name, Phone number, etc. In addition, you can alter the Roles associated with the User.

Once modifications are complete, click the 💾 Save button. A green toast notification will be shown once the operation completes successfully.

Fine grained permissions

In addition to configuring a set of Roles for an individual User, so can set speicial permissions for an individual User.

On the main Users page, find the User you want to edit. Select the ⚙ Actions button on the left-hand side of the User, and then select Permission to open the Permissions window.

From the tree of permissions, check/uncheck the permissions that are needed.

Once modifications are complete, click the 💾 Save button. A green toast notification will be shown once the operation completes successfully.

Deleting a User

NOTE

If you do not see the Delete menu entry or the ⚙ Actions buttons, please see your Administrator to determine if your account has the Deleting user permission.

On the main Users page, find the User that needs to be deleted. Select the ⚙ Actions button on the left-hand side of the User, and then select Delete. A prompt will be shown asking Are you sure?. Click Cancel to not continue with the operation. Click Yes to proceed with the operation. A green toast notification will be shown once the operation completes successfully.

Unlocking a User

NOTE

If you do not see the Unlock menu entry or the ⚙ Actions buttons, please see your Administrator to determine if your account has the Editing user permission.

If a User enters the wrong login information 5 times, their account will become locked. To allow them to attempt to login again, the account will need to be unlocked. On the main Users page, find the User that is locked out. Select the ⚙ Actions button on the left-hand side of the User, and then select Unlock. A green toast notification will be shown once the operation completes successfully.

Searching for a User

By default, there is a single search box, which can be used to search for a given User by their User name, First Name, Surname, and Email.

Clicking the Show advanced filters link, provide additional filtering options:

• Permissions
• Role
• Only locked users

Exporting User Information

From the main Users page, it is possible to export all User information into either PDF or Excel format. This can be done by using either the Export | Export to PDF, or the Export | Export to Excel button.

This will generate a file name similar to Chocolatey_Users_20231122_130612.xlsx, or Chocolatey_Users_20231122_130612.pdf.

Pre-Configured Users

In a fresh installation of Chocolatey Central Management, there is a single pre-configured User called ccmadmin, which has been allocated the CCM Admin Role.