Local Users - SaaS
This feature enables the customer to add, delete and manage local users who can access the Management dashboard. The feature is relevant for SaaS customers only.
The feature has the following capabilities:
| n | The created users can log in to the Management dashboard and perform actions based on the assigned user role. |
| n | Up to 20 local users per tenant are supported. |
| n | AWS forgot password flow is not supported. |
To get to the Local Users page, from the navigation pane on the left, click Settings > Local Users.
The Local Users page contains the following fields:
| 1 | Create User | Clicking on this button opens the Add New Local User window |
| 2 | Username | Specifies the name of the user. |
| 3 | Permission level | Specifies the user's role value. The options are Soc, Helpdesk or Administrator |
| 4 | Actions | Specifies the possible actions. The options are Reset Password or Delete. |
Add New Local User
To create a new user:
| 1. | Click on Add New Local User. |
| 2. | In the window that opens, type the Username. Note the Username syntax rules displayed in the window. |
| 3. | Type the Email address. |
Note
The system will display the Username with the tenant domain prefix. The user cannot change the tenant domain, unless there is more than one domain under the tenant; in this case, the user may select the tenant domain.
| 4. | Type the New Password and Confirm New Password. Note the Password syntax rules. |
| 5. | Select the action to take: |
| t | To create the new user, click on Save. If successful, the user will be created and displayed in the user list. |
| t | To cancel the user creation, click on Cancel. The user is not created and the user list is redisplayed. |
Assign a Permission Level
The customer can assign the user a role:
| n | Soc - cannot view the Local Users screen (this is the default permission for a new user) |
| n | Helpdesk - can view the Local Users screen, but cannot perform any actions |
| n | Administrator - can view the Local Users screen and can perform all actions |
The following table details the permissions assigned to the different roles.
| Soc | Yes | No | Yes/No | Yes/No | Yes | No | No | No/No | No/No |
| Helpdesk | Yes | Yes | Yes/No | Yes/No | Yes | Yes | No | No/No | No/No |
| Administrator | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes/Yes | Yes/Yes |
New Local User Initial Login
The new user sees the following login screen:
There are two ways the customer can sign in:
| n | Sign in with Votiro credentials - relevant for a customer that has setup local users |
| n | Sign in with SSO (using corporate credentials) - relevant for a customer that has integrated Votiro through SAML |
Sign In with Votiro credentials
| 1. | Sign in with Votiro credentials. Enter the local user email address to sign in to the Votiro Management console. |
| 2. | For example, ron.king@votiro.com |
| 3. | Press Sign In. An authentication window opens: |
| 4. | Enter the login credentials and press Sign In. The Management console is displayed. |
Sign in with SSO (using corporate credentials)
| 1. | The customer can enter his corporate credentials to sign in to the Votiro Management console using SSO. Click on Sign In With SSO. |
| 2. | The following screen is displayed. Enter the Email address and click on Sign In. |
| 3. | The customer is redirected to the corporate Identity Provider for authentication. After authentication is successful, the Management console is displayed. |
Note
The Management Dashboard locks down for 10 minutes following three failed login attempts by a single username.
Delete a user
A user with Administrator role can delete a user.
| 1. | Click on Delete in the user's row in the Local Users screen. The following confirmation window opens: |
| 2. | To delete the user, type delete and click on DELETE. To cancel and return to the Local Users screen, click on CANCEL. |
Reset a user's password
A user with Administrator role can reset a user's password.
| 1. | Click on Reset Password in the user's row in the Local Users screen. The following window opens: |
| 2. | Type a New Password and Confirm New Password. Note the password syntax rules. Then click on SAVE to save the new password, or CANCEL to cancel the reset password operation and return to the Local Users screen. |
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