Administrators can add new users, grant product access, assign roles and permissions and so on. There are two types of administrator in Certara Cloud. What you can do depends on your role. See Global Admin vs Product Admin for more information on the types of administrator.
Adding Users
When you add a user, they can access shared resources such as help centers and webinars, but they cannot access specific Certara products until you grant them access. Use the "Give access" button on the user's profile to connect them to the products your organization subscribes to.
To add a new user to your Certara applications:
Navigate to Users in the main menu, then People.
Click the + Add User button at the top of the table.
Fill out the Profile section with:
Name - enter the full name of the user
Email - choose the email address that will be used to log in to Certara Admin and it's connected applications
Organization - this will normally be grayed out and default to your own organization
Title - describe the user's role within your organization
Department - identify the team the new user is most aligned with
Country - identify the country from which the user will be working
If the new user will require an administrative role to manage application subscriptions and create users, toggle on a Certara Global Role at the bottom left to allow them to do so.
Click Save to finish creating the new user. Now, that user will have access to educational resources, help centers, webinars, and more, but they cannot access specific Certara apps to begin working in them just yet.
Each user account has an activation status:
Active - The user can sign in and access the products assigned to them. Active accounts appear in search results.
Deactivated - The user cannot sign in. Deactivated accounts cannot receive product access.
See also, Deactivating Users.
Granting Access to Certara Applications
Once a new user is created and saved, you can grant access to the Certara applications to which your organization subscribes by clicking the Give access button in their profile screen.
Choose the product to which you are providing access from the dropdown in the modal. Only the applications to which your organization is subscribed will display in the dropdown. If you are granting access to an existing user, only the applications they don't already have will display. Once you've selected the app, choose Give access.
Troubleshooting
User does not appear in search results
If you search for a user by name or email and can't find them, the user account may be deactivated. Try switching the filter from Active to Deactivated.
To reactivate a user (Global Admin):
Go to Users > People.
Toggle the filter to show deactivated accounts.
Locate the user and open their profile.
Select Activate.
Note: Certara blocks creating new users when their email address already exists in the organization.
Cannot activate a user account
If you open a user profile and do not see the Activate button, you do not have the required permissions.
Only Global Admins can activate or reactivate user accounts. Product Admins can manage product access, but cannot change a user's activation status. Contact a colleague with Global Admin access and ask them to activate the account on your behalf.
User is Blocked
Users may be blocked if they repeatedly fail to sign in or if they attempt to sign in from a blocked IP address. Only Global Admins can unblock users. Global Admins receive an email notification when a user is blocked.
See Unblocking Users for more information.