User Management

The process for logging in and managing users differs for Dr Migrate depending on whether Marketplace or SaaS is in use.

Users with the admin role have the ability to add new users to existing deployments.

Login Methods Comparison

Marketplace Login SaaS Login
Access Method Azure Bastion Web Browser
Authentication VM credentials specified during deployment Azure AD B2B with MFA
Prerequisites Azure subscription access with appropriate permissions Email invitation acceptance and MFA setup
URL Access through Azure Portal Dr Migrate Portal ↗

Add Users

The process for adding users varies depending on your deployment type. Select your deployment type below for specific instructions.

Marketplace Deployment

Users created within Dr Migrate are granted access to both the web interface and the Dr Migrate Virtual Machine via Bastion.

Prerequisites

The user account created during deployment has the required rights to create new users.

Access User Management

Login to the Dr Migrate admin console and navigate to user management under admin.

User Management screen showing the Users table with Active status, Name, Email, Roles and Actions columns

Configure User Details

Click Add User, then enter the user's details and ensure Active is selected.

Add User dialog showing First name, Last name, Email, Organisation, Password fields and Roles checkboxes

Password Requirements: - Minimum length: 8 characters - At least one uppercase letter - At least one lowercase letter - At least one digit - At least one special character

Select User Role

Most users should be assigned either the "Standard User" or "Admin" role. The admin role enables access to administration functions like User Management, Auto Patching and AI Toggles.

If a more specific access use case is required and you wish to use one of the other roles please consult with the support team first.

Complete Setup

Click Add to create the user. They will be prompted to change their password on first login.

Grant Azure Access

Grant users reader access to the subscription containing Dr Migrate to enable Bastion access.

Delete a User

Click the delete icon next to the user in the Users table. Confirm the deletion in the dialog that appears.

Delete user confirmation dialog warning that the user will be permanently removed

SaaS Deployment

Prerequisites

You must have an invitation to the Dr Migrate Cloud platform. Contact support if needed.

Initiate User Addition

Click Add User from the Dr Migrate Cloud Platform

Dr Migrate Cloud Platform Customer Tenants list with Add User button highlighted

Enter User Email

Provide the email address for the new user

Add User dialog showing the Search by User Email field

Users must have an active O365 Mailbox for Dr Migrate Cloud login

Configure User Details

For new users: - Organization is automatically selected - Choose appropriate Access Level - Enter user information (First Name, Last Name, Email) - Add optional invitation comments

Add User form showing Email, Organisation, First Name, Last Name, Access Level and optional invitation comments fields
Access Level dropdown showing Standard User and Administrator options

Send Invitation

Click Add to send the invitation email

Operation completed dialog confirming the invitation email has been sent

Invitation emails come from "Microsoft Invitations" and may appear in Spam/Junk folders.

Managing Users

To view and manage users assigned to a deployment, click the Users icon in the Customer Tenants table.

Customer Tenants table with the Users icon highlighted

The User Management dialog lists all users for the deployment with their access level, name, and email.

User Management dialog showing a list of users with Access Level, Name, Email and Edit Access columns

Edit Access Level

Click the Edit Access icon for any user to change their access level. Select the new level and click OK.

Access level dialog for a user showing Administrator and Standard User options
User Management dialog showing a success notification confirming the access level has been updated

Remove a User

Click the delete icon next to a user to remove them from the deployment.

Clicking the delete icon removes the user immediately. There is no confirmation dialog.

User Management dialog with the delete icon highlighted next to a user

Logging On

The login process varies depending on your deployment type. Select your deployment type below for specific instructions.

Marketplace Deployment

Users access Dr Migrate through Azure Bastion using their VM credentials.

Prerequisites

  • Azure subscription access with appropriate permissions
  • VM credentials provided by your administrator

Access Azure Portal

  1. Log in to the Azure Portal ↗
  2. Navigate to your Dr Migrate VM
  3. Select "Connect" and choose "Bastion"

Connect to VM

  1. Enter your VM credentials
  2. Click "Connect"

Access Dr Migrate

  1. Open your web browser
  2. Navigate to the Dr Migrate web interface
  3. Log in with your credentials

SaaS Deployment

Prerequisites

  • Email invitation from Dr Migrate
  • Active O365 Mailbox
  • MFA setup completed

Accept Invitation

  1. Open the invitation email
  2. Click the invitation link
  3. Complete the authentication process

First-Time Login

  1. Navigate to Dr Migrate Portal ↗
  2. Click "Sign in"
  3. Use your O365 credentials
  4. Complete MFA if prompted

Subsequent Logins

  1. Navigate to Dr Migrate Portal ↗
  2. Click "Sign in"
  3. Use your O365 credentials

If you haven't received an invitation email, check your Spam/Junk folder or contact your administrator.

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