Overview

The User

Management Dashboard (UMD) allows you to view and manage

your Users, their User Roles

, create and assign Labels to your Users and create and manage License Groups if your company owns Cloud Sign-In licenses.

Please note, only the Customer Account Administrator(s) in your company account can add and manage Users, User Roles and User

Labels . This  Administrative role can be assigned to a user on the

User tab in the User Management Dashboard.

Your Customer Account Administrator(s) will be listed on your CSI Customer Center Dashboard at the bottom right when you sign into the CSI Customer Center.     

Managing Users

On the

Users tab, a Customer Account Administrator has permission for the following:

ADD USERS

• Add users individually

• Import users in bulk using an Excel file (*.xlsx).

• Sample file available through the import feature.

At the time of creation, the following can be set for the user:

• User Role (required)

• Label(s)

• Inactivation Date - the user will automatically be made inactive and removed from the account after this date

EDIT USERS

• Edit user's first name, last name, and/or email address

• Change user's Role

• Assign/edit user's Label

• Set/edit Inactivation Date for user

MANAGE USERS

• Easily filter user list by Role or Label

• Assign user Roles and Labels individually or by Quick Apply assignment

• Export user list

• Remove user(s)

• Change the License Customer for a user - this is the customer account the user will pick up a Cloud Sign-in license if they have an appropriate Role to do so

User Roles and Labels

Every user in the CSI database must be assigned a User Role. This gives the user specific permissions for the CSI Customer Center and if trying to access CSI products with Cloud Sign-in licensing. Template roles have been created for convenience but custom User Roles can be created. Only the template Administrator role has full Customer Account Administrator permissions (including permission to make changes in the User Management Dashboard).  

Labels can be created and assigned to users for the convenience of grouping a set of users together. This can serve to help filter/sort/manage the group of users to assign Roles, License Customers and License Groups. A user can be assigned multiple Labels. 

On the Roles and Labels tab, a Customer Account Administrator has permission to do the following:

ROLES

• Create a new custom

• User Role

• Edit/delete a custom Role

• Assign a Default Role for their customer account. When a new user is created outside of the User Management Dashboard, the user will be assigned this default role.

LABELS

• Create a Label

• Edit/delete a Label

Related Customer Accounts

This view lists all Customer Accounts that are either connected through one of the following relationships:

• If customer has been federated, then it will list all the customer accounts who share the federated identity relationship. This will be based on users in the account with the email domain that has been federated. 

• If customer accounts share a license relationship. This allows them to share licenses between customer accounts (but in compliance with the Software License Agreement). This relationship can only be setup through the CSI Sales department. 

This view is only available to Customer Account Administrator(s).

User Account Assignment

This view is available for federated customers only. It lists all users contacts with the federated email domain and associated Customer Accounts in one place. This view is only available to Customer Account Administrator(s).

From within this view the Customer Account Administrator can do the following:

• Make a user Active or Inactive (inactivating a user is similar to removing or deleting a user) 

• Change the License Customer for a user. This is the Customer Account that will used for Cloud Sign-in licenses for this user.

• Add or remove this user to different Customer Account(s). This is the account(s) the user will see when signing into the CSI Customer Center. This will not change the Customer Account they can pick up Cloud Sign-in licenses from. 

Personal Access Token (PAT)

Personal Access Tokens (PATs) are available for use with Cloud Sign-in Licensing to bypass the interactive authentication process. The software will use the PAT instead of user credentials to authenticate.

More information and instructions on how to use them can be found on our wiki page: Personal Access Token (PAT)