User Account Management
Overview
Effective user account management is crucial for maintaining security and ensuring proper access control in your KuhstomDiscovery environment.
User Roles and Permissions
Administrator
Full system access including:
- User management
- System configuration
- Case creation and deletion
- Billing and subscription management
Case Manager
Case-level permissions:
- Create and manage cases
- Assign team members
- Configure case settings
- Monitor case progress
Reviewer
Document review permissions:
- Review assigned documents
- Apply tags and classifications
- Participate in collaborative review
- Access case analytics
Observer
Read-only access:
- View case information
- Read documents (if assigned)
- Monitor review progress
- Generate reports
Creating User Accounts
Individual Account Creation
- Navigate to Settings > Users
- Click "Add New User"
- Fill in user details:
- Configure permissions
- Send invitation email
Bulk User Import
For large teams:
- Download the user import template
- Fill in user information
- Upload the CSV file
- Review and confirm user list
- Send bulk invitations
Managing Existing Users
Updating User Information
- Edit profile information
- Change role assignments
- Update permissions
- Reset passwords
Deactivating Users
When users leave:
- Deactivate the account
- Transfer case ownership
- Archive user data
- Update team assignments
Security Settings
Password Policies
Configure requirements for:
- Minimum password length
- Character complexity
- Password expiration
- Login attempt limits
Two-Factor Authentication
Enable 2FA for enhanced security:
- Go to Security Settings
- Enable 2FA requirement
- Choose authentication method
- Configure backup codes
Session Management
- Set session timeout periods
- Configure automatic logout
- Monitor active sessions
- Force logout if needed
Access Control
Case-Level Permissions
Control who can:
- View case information
- Access documents
- Modify case settings
- Delete cases
Document-Level Security
Set restrictions on:
- Document viewing
- Download permissions
- Printing capabilities
- Sharing options
Audit and Monitoring
User Activity Logs
Track user actions:
- Login/logout times
- Document access
- Case modifications
- Permission changes
Compliance Reporting
Generate reports for:
- User access patterns
- Permission audits
- Security incidents
- Compliance requirements
Best Practices
- Regularly review user permissions
- Implement principle of least privilege
- Monitor user activity logs
- Keep user information up to date
- Use strong password policies
- Enable two-factor authentication
Troubleshooting
Common issues and solutions:
- Login Problems: Check account status and password
- Permission Errors: Verify role assignments
- Email Issues: Confirm email settings
- Sync Problems: Contact system administrator