An Intterra Administrator has access to the Settings tab Portal App and,
therefore, the ability to add, update/edit,
and delete users in Intterra. Admins can
also assign users to different user roles, and
can export a list of all users. The
following sections will walk you through the
necessary steps.
Included in this article:
- Add users
- How to add a single user
- How to add several users at one
time
- How to add a single user
- Update/edit a user
- Delete users
- User roles
- View and Manage Locked Accounts
- Export user list
- Bulk user edits
- Bulk user imports
Also, check out SA
Launch Site_Admin Notes.pdf
Add Users
There are two options for admins to add
users:
- Manually add a single user.
- Send out a special URL (as a QR
Code or bit.ly, if you like) where a
larger number of users can be invited
to set up their own account.
Additionally, the Intterra Account
Manager can add do a bulk upload of
users.
To add a single new user:
Within Settings, ensure you are in
the Users section (in blue on the
left). Click New. Both
options require that the added user verify
their email address; tell your new users
to keep an eye out for an email from
Intterra Communications in order to
complete their account setup.

Complete the required fields, noted with
a blue asterisk.
- Name: This will be displayed at the top of the user's system, site.
- Username: This must be a continuous
set of characters (no spaces). TIP: Choose the same username as
the new user's email address (for example,
with the email address
user.123@intterragroup.com, the username
could be user.123).
- Email: The new user's email
address.
- Group: The internal Intterra account name assigned to your agency. Use the dropdown to select.
- Optional fields:
- Phone: Phone number.
- Org. Role/Title: For larger
accounts, such as state accounts,
this could be used for each user's
organization name.
- Temporary checkbox: This
can be used for someone who will
not be with your organization
permanently. If you select
this box, you can easily find
accounts that you would like to
export or delete.
- Roles: Choose a listed role
for the new user, or leave it
blank for the Default role.
- Phone: Phone number.

To add several new users at one time using
a URL/bit.ly/QR Code:
Within Settings, ensure you are in the Groups section (in blue on the
left). (Remember, newly added users will
have to verify their email addresses; tell
your new users to keep an eye out for an email
from Intterra Communications in order to
complete their account setup.)
Select your Group. Either:
- Right-click on the row and select Details, or
- Click on the Actions button and, from the dropdown, select Details.
At the bottom of the Group Details pane, click the Actions button, and
then choose New Account Url (similar to
the steps above). Copy the URL for
inclusion in your dissemination method of
choice (email, QR Code, etc.)

Update/Edit a User
As an Intterra Administrator, you can
update nearly all of a user's
information. The only exceptions
include the username and email address
(because those are the unique identifiers
and keys for the user record).
Within Settings, ensure you are in
the Users section (in blue on the
left). Use the search bar to locate
the user (by their name, username, group,
role, etc. according to the syntax
indicated in the search box prompt).

Once the user is found, click on Actions and then Details (alternately, you can right-click on the
row with the user's name and then select
Details).

Make the necessary updates, and don't
forget to click Save.
Delete
Users
To delete a user, follow the steps from
Update a User (above) to navigate to the
user's details.
At the bottom of the user's profile,
select Actions and then Delete.
NOTE: From a database perspective:
- Users get logically deleted if
they have never logged in and they
were created more than 365 days
ago. (The user's access is
revoked.)
- They are physically deleted
after another 365 days. In between
that time period, an admin can
resurrect the account; contact support@intterragroup.com if
you feel you have several users
with this status.
- These time periods can be adjusted for your system.
User
Roles
All users have specific
roles (such as "ProjectTeam,"
"ViewOnly," "Collector," etc.).
Roles are used to group data,
tools, and workspaces into
specific packages for classes
of users – allowing System
Administrators to coordinate
access to specific features
and data. Roles dictate
what a user can see and do in
each workspace.
To assign a role to a
new user (or update the role
of an existing user):
- Follow the steps to Add a User
or Update a User (above).
- Before tapping the Save button, decide the user's functional role. Typically, the options under Roles include:
- Select no role; this
gives the user the
Default role (as
indicated in the Group
Details, initially set
to All Capabilities in
the account, such as
map editing and access
to all tools in your
agency's Intterra
system).
- Select a listed role;
this has the impact
of limiting what
that user can do in
your Intterra
system. NOTE: Assign no
more than one
role.
- Select no role; this
gives the user the
Default role (as
indicated in the Group
Details, initially set
to All Capabilities in
the account, such as
map editing and access
to all tools in your
agency's Intterra
system).
NOTE: Contact your
Intterra Account Manager to assign
an Admin role.

View and Manage Locked
Accounts
Client administrators can see
which user accounts are
'Locked' both in the Settings dashboard and
in the user export. This
enhancement provides those
with Admin privileges an
additional tool for supporting
and managing users.

TIP: To view and export a list of
locked accounts, type "locked: yes" into the
search box.
Two situations will
produce a locked = 'yes' for
users:
- Newly added users who have
not yet validated their
account. The 'locked'
users have an Intterra
system account validation
email that they have not
responded to.
- An existing user who has
been locked due to a
password problem. Six
failed login attempts will
lock the account.
As of May 2020,
administrators can unlock
users or reset the password for
locked
accounts.
- In the Settings Page,
select the
'locked' user to
which you want to
manage.
- Click on Actions.
- Click on Details.
- At the bottom of the
details page, select Actions
- Select either:
- Unlock User to
unlock the
account. The is
no change to the
password or
notification to the
user. This is option
is helpful for users
who don't have access
to email and know
their password.
- Reset Password to reset the users
password. This
is the same as the
user clicking on recover
account on
the login page. They
will receive an email
with a link to recover
their account. They
will need to click on
Recover Account and
select a new
password.
Export User List
To export a list of
users, visit Settings and ensure
you are in the Users section (in
blue on the left).
You can sort the list
before or after the export
process.
If you want to reduce the
exported list to users who,
for example, are within a
certain role, use the search
bar (example: "role:
ViewOnly").

Check the top-most
selection box to select all
users in your chosen list or
pick and choose which names
you would like to
export. Select Export from the Actions
dropdown menu.
The CSV file will
export to your computer's
Downloads folder.
Bulk User Edits
You can make bulk changes to
a user’s phone,
organization/title, temporary
flag, and role.
- Select all the users to which
you want to apply the bulk
edit.
- Click on Actions.
- Click on Details.
- Edit.
- Save.

Bulk User Imports
Your Intterra Account
Manager can do a
bulk import of a
list of users.
This method can be a good
practice if you have a
large number of users to
add and you want to avoid
the password confirmation
process for each user -
i.e., accounts assigned to
apparatus where several
users may access the same
device. It's
especially useful when you
have a common admin email
address for all
accounts.
You will be required to
provide a spreadsheet with
the following (see below).
- Name (i.e., John Doe (BLM))
- Username (i.e.n john.doe) - Password Requirements: Must be a new password. Must be at least six characters total. Must include at least one uppercase letter, one lowercase letter, and one number.
- Optional: Password (recommended for
usernames that will be assigned to an
apparatus, rather than for individual
users)
- Email address
- Group Name (provided by Intterra)
- Optional: Phone
- Optional: Title
- Is temporary? True or False
Click users_template.csv to download. Fill out the
spreadsheet with the required information,
save it as an Excel Workbook, and return
that file to your Account Manager.
Considerations:
- It's important to have Usernames that will be unique
to all Intterra users. Duplicates
are not allowed. Your Account
Manager can provide guidance.
- The bulk upload process will notify
the Account Manager that there was an
issue, but it doesn't identify
specific users that failed to
load. Reconciling can be
tedious, which is why we request that
the file you provide be an Excel
Workbook (it's much easier to edit
than a CSV file, for example).
- Imported users will be assigned the default role for the client.
In most cases, this role has full access
to view and edit. Client Admins can
make a bulk edit or change to roles
(see the Bulk User Edits section above),
but it's an important consideration.
- Users are not required to validate their
account as with all other methods for
adding users.