User Management

Created by Tass Skoudros, Modified on Fri, 11 Nov 2022 at 09:48 AM by Tass Skoudros

Searching For Users

If you need to search a specific user, click on Users in the left menu bar.

This menu option brings you to the user list page. In the search box you can type in a full name, last name, or email address you want to search for in the user database. The query will bring up all users that match your criteria. The View all users button will list every user in the system. This will search users created via sso console and not the federated database (ie. LDAP) because some backends like LDAP don’t have a way to page through users. So if you want the users from federated backend to be synced into SSO you need to either:

  • Adjust search criteria. That will sync just the backend users matching the criteria into SSO.
  • Go to User Federation tab and click Sync all users or Sync changed users in the page with your federation provider.

Creating New Users

To create a user click on Users in the left menu bar.

Users → Add User

This menu option brings you to the user list page. On the right side of the empty user list, you should see an Add User button. Click that to start creating your new user.

User Attributes

Beyond basic user metadata like name and email, you can store arbitrary user attributes. Choose a user to manage then click on the Attributes tab.

Enter the attribute name and value in the empty fields and click the Add button next to it to add a new field. Note that any edits you make on this page will not be stored until you hit the Save button.

You can store a mobile phone number or chat username which can be handy for sms and operational callouts.

User Credentials

When viewing a user if you go to the Credentials tab you can manage a user’s credentials.

Changing Passwords

To change a user’s password, type in a new one. A Reset Password button will show up that you click after you’ve typed everything in. If the Temporary switch is on, this new password can only be used once and the user will be asked to change their password after they have logged in.

Alternatively, if you have email set up, you can send an email to the user that asks them to reset their password. Choose Update Password from the Reset Actions list box and click Send Email. You can optionally set the validity of the e-mail link which defaults to the one preset in Tokens tab in the realm settings. The sent email contains a link that will bring the user to the update password screen.

Changing OTP

You cannot configure One-Time Passwords for a specific user within the Admin Console. This is the responsibility of the user. If the user has lost their OTP generator all you can do is disable OTP for them on the Credentials tab. If OTP is optional in your realm, the user will have to go to the User Account Management service to re-configure a new OTP generator. If OTP is required, then the user will be asked to re-configure a new OTP generator when they log in.

Like passwords, you can alternatively send an email to the user that will ask them to reset their OTP generator. ChooseConfigure OTP in the Reset Actions list box and click the Send Email button. The sent email contains a link that will bring the user to the OTP setup screen.

Required Actions

Required Actions are tasks that a user must finish before they are allowed to log in. A user must provide their credentials before required actions are executed. Once a required action is completed, the user will not have to perform the action again. Here are an explanation of some of the built-in required action types:

Update Password

When set, a user must change their password.

Configure OTP

When set, a user must configure a one-time password generator on their mobile device using either the Free OTP or Google Authenticator application.

Verify Email

When set, a user must verify that they have a valid email account. An email will be sent to the user with a link they have to click. Once this workflow is successfully completed, they will be allowed to log in.

Update Profile

This required action asks the user to update their profile information, i.e. their name, address, email, and/or phone number.

Admins can add required actions for each individual user within the user’s Details tab in the Admin Console.

Setting Required Action

In the Required User Actions list box, select all the actions you want to add to the account. If you want to remove one, click the X next to the action name. Also remember to click the Save button after you’ve decided what actions to add.

Impersonation

It is often useful for an admin to impersonate a user. For example, a user may be experiencing a bug in one of your applications and an admin may want to impersonate the user to see if they can duplicate the problem. Admins with the appropriate permission can impersonate a user.

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