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Manage Users

In the Manage Users section, you can handle the entire user onboarding process. This section allows you to perform all user-related activities, including creating users, bulk user uploads, setting user device limits, managing user MFA, resetting passwords, and other related tasks. You can also enable or disable users and manage their login access.

How to create a new User:

• Go to Users >> User List from the left menu and click on Add User button on the top right corner of the page.



• Enter the User details for User under the Personal Details section. Click on Create User.



• Users >> User List from the side menu and click on the Three dots under actions columns against a user from the list, you will see options as shown below. The functionality of each of them is explained below in detail.




Edit	Opens the User Edit window where you can update User profile details such as Email, Name, and Phone No. And if you have configured any custom User attributes, then those can also be updated from the edit page.
View Groups	This option opens the User Group Details screen where you can view all the groups the current user is part of. Additionally, you can perform the following operations from this Screen: Remove user from a Group/Groups Select the radio button against the group/groups from which you want to remove the user. Click on the Select Action dropdown and select the remove option. Click on apply to update user group membership details. Add User to a Group. Click on the Assign Groups button to go to the required screen. On the loaded page you will be able to see list of groups the user is not part of. Select the radio button against the group/groups you want to add the user to. Click on the Select Action dropdown and click on assign to the user. Click on apply to update user group membership details.
Change Second Factor	This option opens a Modal from which you can select the 2FA method that you want to set as default for the User. If MFA is enabled for any application, then the user will be prompted for MFA with the 2FA method set as default for the user. Note : For Few of the 2FA methods, prior configuration from user dashboard is required.
Remove User identity	This option is used to remove the 2FA configuration as well as the Password for user. This is useful when you want the user to reset his password and 2FA methods similar to newly created user.
Password Reset	This option is used to send a Password Reset email to the user using which they can set a new password for their account.
Set Password Expiry	IF you set this, the current user password will expire on the provided date and will not work after that. They will receive an email with steps to set the new Password.
Reset User MFA	This will reset the user MFA method if MFA is enforced for the end users at the time of first login.
Update Device limit	This option opens a popup using which you can set/reset the Device registration Limit for the user. Based on the value set here, the user is allowed to register unique devices. You can also reset the device registration limit to the default value by clicking on the Reset to Default button.
Delete	To delete a User and remove all details related to it.
Disable a User	This option is used when you want to disable the user logins without deleting user. If a user is disabled, he will not be able to login to any of the applications as well as the end-user dashboard To enable a disabled user, click on the select dropdown against it and select the Enable user option.
All Active Sessions	All active sessions of the selected user's devices are monitored and managed using this option.

• The user can customize the columns and the view in the table by clicking customize columns modal.



• The user can apply a filter by clicking on the filter button and filter users based on their status.



• To download the users list, you have to click on the Export Button in the right corner of the users list table >> A modal will open for column confirmation >> The user can select the columns from the modal that they want to download.




User Onboarding:

The User On-boarding section shows details about the users who have not completed their account onboarding process and have not set a password for their account, they will not be able to authenticate.




How to View onboarded users:
• Click on the Onboarded Users card at the top of the users list >> you will see the list of onboarded users.




How to View Not Registered users:

• Click on the Not Registered Users card at the top of the users list >> you will see the list of not registered users.




How to Onboard Non-Onboarded Users: 

• In the User List, click on the checkbox against the users you want to onboard.
• Once you have selected all the required users, click the Select Action dropdown and choose the Send Activation Mail option.



• Click Apply to send the activation mail to the selected users.
• All selected users from the Not Registered list will receive an email at their registered email address containing a registration link for account activation, which they can use to register for their account. You can also send welcome emails to the users.
• Click the Pending Activation card to view users who have received an activation email but have not completed onboarding.




How to Identify Onboarded/Not-Onboarded Users:

• If you go to Users >> User List from the side menu and check the User List, you can distinguish between onboarded and non-onboarded users using the status column.