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User Management

User management is an important aspect of any platform. It mainly involves creating, updating and deleting user accounts, managing user permissions and access levels, in a system or platform. Effective user management is essential for upholding system integrity, security, and functionality while enabling seamless operations and collaboration within an organisation or digital platform.

Allowed operations that users can perform on the platform are:
  1. Create User
  2. Manage Users
  3. Manage User Policies
  4. Edit User
  5. Change User Password
  6. Delete User

Create User

  1. To add a new user to the platform, go to the IAM module.
  2. Parent-Dashboard-IAM.svg
  3. Click on the Create User button.
  4. Create-User-IAM.svg
  5. User Details: Enter the basic user details and then click next.
  6. User-Details.svg
  7. Attach Policies: From the list of policies you can add the desired policies. These policies will define the access level of the user. You can update the policies later if needed. Once the policies are selected click next.
  8. Attach-Policies.svg
  9. Access Type[Password]: Click on the Set Password tile and enter the password for the user. User can later change his password if needed. Note: All the password policy checks must be passed for the password to be accepted. If even 1 check is not passed your password won’t be accepted.
  10. Access-Type.svg
  11. Review: Finally review all the entered details and create the user.
  12. Review-Details.svg
  13. Once the user is created you will be redirected to the Users and Groups page where you can see a list of all the users.

Manage Users

  1. On the users and groups page you can see all the users that are present on the platform.
  2. Users-and-Groups.svg
  3. By clicking on the user row you can go to the user management page. Per user page has the basic user details and options to edit the user details.
  4. Per-User.svg

Manage User Policies

  1. Policies are a vital part of the platform. They define the granular level access of the user on the platform.
  2. All the users that have access to managing user policies can assign and remove any policy of the user.
  3. Go to per user page.
  4. Click on the Manage Policies.
  5. Manage-Policies.svg
  6. On the manage policies page you can update all the policies assigned to the user. You can remove any existing policies or add new policies as per your need.
  7. Manage-User-Policies.svg
  8. All the changes can be verified in the Policies Preview section.
  9. Preview-User-Policies.svg
  10. Policies Preview section has 2 tabs. Final and removed. Final tab: Shows all the assigned policies to the user. Removed tab: Shows all the removed policies of the user, if any.
  11. Final-Policies.svg

Edit User

  1. The profile page consists of basic user details and options to update user details.
    Profile status indicates whether the first name and last name of the user is filled or not.
  2. User profile.svg
  3. User can update his profile details and change his password.
  4. Update Profile.svg
  5. Along with the user details, users can also check the linked third party accounts and active sessions.
  6. Active Sessions.svg
  7. Active sessions will show all the logged in user sessions. Users can revoke any sessions if they don’t need any session to be active.
  8. Revoke Session.svg

Change User Password

  1. There are 2 ways of changing a user password, changing it from per user page and changing it from profile. Both ways have a different flow. Let's look into both ways.
  2. Lets start from Password Change from User Page: This process is how a user can change password of another user (if they ahev access to perform this action).

    From the per user page click on the Actions dropdown and Reset User Password.
  3. Reset User Password - Per User Page.svg
  4. This process is intended for admins or anyone who has been given access to change user passwords. So it will need the user (who is performing change password action) to enter their password to proceed.
  5. Admin Password.svg
  6. Once the password is verified you can enter a new password for the respective user that follows the password policy.
  7. New Password - Admin.svg
  8. Steps for Password Change from Profile Section: This process is how a user can change their own password (if they ahev access to perform this action).

    From the profile dropdown select change password.
  9. Change Password - User Profile.svg
  10. If you are an admin then you will be asked to send a verification token to your registered email address.
    Then you will be redirected to the password reset page. If you are not an admin, you will not require the verification token.
  11. Verification Token.svg
  12. Enter the old password and a new password that follows the password policy.
  13. New Password - User.svg

Delete User

  1. Users can be deleted from Users and Groups Page as well as from User Details Page.
  2. From the Users and Groups Page: Here you can select the user that you want to delete.
    (You can delete only 1 user at a time)
  3. Delete 1.svg
  4. From the User Details Page: Another way is you click on the user you want to delete and that opens the User Details Page.
    From there, you can click on the Actions and then Delete User.
  5. Delete 2.svg

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