Configuring Users

To enable users to log into the management console, you create user accounts and assign them roles, which are sets of permissions. You can add individual users or import users in bulk.

Adding a new user and assigning roles 

Follow the instructions below to add a new user account and configure its role.

1. Go to the Configure tab in the management console and click Users and Roles.
   
2. Click Users. This link is only visible to users with the Admin role. 
   
3. Click Add New User. The following screen will open:
   
   
4. Do the following:
   
   1. In the Domain list, specify the user store where you want to create this user account. This list includes the primary user store and any other secondary user stores that are configured for your product. See the related topics for information on configuring user stores. 
   2. Enter a unique user name and the password that the person will use to log in. By default, the password must be at least five characters and should have at least one character with a capital letter, characters, numbers and special characters.
   3. Click Next.
5. Optionally, select the role(s) you want this user to have. If you have many roles in your system, you can search for them by name.
6. Click Finish.

A new user account is created with the specified roles and is listed on the Users page.

Importing users

In addition to manually adding individual users, you can import multiple users in bulk if you have exported them toa comma-separated values(.csv) file or Microsoft Excel (.xls) file. It is possible to import the username and password directly from the CSV/Excel to the product. Other user attributes can be imported only if claim URls are defined for such attributes in the product. For example, consider that you have claim URls defined for your product as shown below. These will allow you to import the user's email address, full name, last name, given name and role in addition to the username and password.

The username, password and other attributes (claim URls) that you import should be given in a CSV file as shown below. Note that the first line of the file will not be imported considering that it is not a username.
 

1. On the Users screen, click Bulk Import Users.
2. Browse and select the file that contains the user data. 
3. Specify a default password to assign to all the users you are importing and click Finish. This password is valid for only 24 hours, so you should inform your users that they must log in and change their password within 24 hours.

Customizing the user's roles and permissions

Each role specifies a set of permissions that the user will have when assigned to that role. After creating a user, you can assign and remove roles for that user by clicking Assign Roles in the Actions column. To see which users a role is already assigned to, click View Users next to the role.

You can also customize which permissions apply to this user by clicking View Roles in the Actions column of the Users screen and then selecting the permissions from each role that you want this user to have. See the related topics for information about permissions.

Customizing a user's profile

Each individual user has a profile that can be updated to include various details. To do this, click User Profile on the Users screen. Make the changes required and click Update. You can also add multiple profiles for a user. 

Do the following in order to add new profiles. 

1. On the Configure tab in the Management Console, click Users and Roles.  
   
2. Click Users. This link is only visible to users with the Admin role. 
3. Click the User Profile link.
4. You can add multiple profiles using the Add New Profile link and create any number of profiles for your user as long as the user is located in a JDBC user store.

Deleting an existing user 

 Follow the instructions below to delete a user.

1. Go to the Configure tab in the management console and click Users and Roles.  
   
2. Click Users. This link is only visible to users with User Management level permissions. See the related topics for more information about permissions.
   
3. In the Users list, click Delete next to the user you want to delete, and then click Yes to confirm the operation.

Related Topics