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Table of Contents

Overview

The User

Management Dashboard page

Management Dashboard (UMD) allows you to view and manage

or view your

your Users, their User Roles

and Cloud Sign-in

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

  For more information about Cloud Sign-in License Groups, please visit our wiki page: Cloud Sign-In License Groups 

 

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

Roles in the account. The

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

user Roles tab

User tab in the User Management Dashboard.

Permission to create, edit and manage Cloud Sign-in License Groups is limited to Customer Account Administrator(s) and any user with a role that has the License Group Manager permission checked.

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.       

Adding, Managing and Removing

 

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Managing Users

On the

User

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

Add New User(s)
  • Users can be added individually to the account
    • Users be added in bulk by importing them

    ADD USERS

    The Import User button has a sample file with the correct columns to successfully users (First Name, Last Name, Email address columns). Edit a User

    • 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

    Assign User(s) a custom or template permissions Role (including assigning a user the Administrator role

    • 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

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    When a new user is created, they will receive an email

    with a

    link

    for them

    to set

    a

    their password. This combination of username and password will be the user's CSI Sign-in Credentials and can be used to sign into the CSI Customer Center and

    into

    CSI products

    that use

    with Cloud Sign-in licensing.

    Companies who have federated their identity platform (IdP) with CSI's

    may still have to add their users to their customer account if they would like to assign them a permissions Role (other than the Default Role on the customer account). 

    have options to Automate User Provisioning in addition to adding their users through the UMD. Federated users will not set a password when their user account is created and will instead use their company credentials

    when signing

    to sign in.

    CSI supports federation with the following identity platforms/standards: Microsoft Active Directory (Azure Active Directory, Active Directory, ADFS, AD/LDAP), Google Workspace, OpenID Connect, Okta, PingFederate, and SAML.  For more information on federating

    Information and instructions to federate your company's

    identity platform with CSI’s, please email us at identity@csiamerica.com. 

    Creating and Managing User Roles

    On the Roles

    IdP with CSI’s IdP can be found on the Federated Identity page. 

    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

    or copy a Template 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

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    User Role Permissions

    The following permissions are available to be

    selected on

    assigned to a User Role. By default, the Administrator role has permission for all items listed below.

    • SALES  

      • View / Pay Quotes:
         User can view and pay quotes in the CSI Customer Center.

      • Upgrade Assets:
        User

    has permission

      • can upgrade their CSI software license(s), on behalf of their company

    to upgrade their CSI software license

      • , to a newer version or convert their current licenses to Cloud Sign-in Licenses in the CSI Customer Center.

    • SUPPORT  

      • Manage Own Incidents:
         User can

    only

      • view and manage their own Support Incidents.

      • Manage All Company Incidents:
        User can view and manage all Support Incidents in

    that

      • their account.

    • SIGN-IN SOFTWARE ACCESS

      • Software Access:
         User

    has permission to sign into

      • can access CSI Cloud Sign-in licensed software with their credentials. This permission

    must be give

      • is required for a user to use CSI Cloud Sign-in licenses. 

      • Terminate Sessions:
        User

    has permission to

      • can remotely terminate a

    license

      • Cloud Sign-in License on another user’s machine

    through the CSI Customer Center

      • from the Cloud Licensing Tools > License Monitor menu in the CSI Customer Center. Once terminated, the software will close on that user’s machine. 


    Anchor#licensegroupmanager#licensegroupmanager

      • License Group Manager:
        User

    has permission to

      • can create, edit and manage Cloud Sign-in License Groups in the User Management Dashboard. 

    • MY SOFTWARE

      • View Assets:  
        User can view all software assets

    on

      • in the customer account.

      • View Activation Keys:
        User can

    also

      • view all sensitive licensing information, such as Activation keys, for

    those

      • the software assets in the customer account.  

      • Download Installations: User

    has permission to

      • can download product

    installation files

      • installations. This can be limited to only the most recent minor release of the product or all minor versions for their major version.

    • CLOUD LICENSING TOOLS  

      • License Monitor:
        User can view real time license usage for Cloud Sign-in and Cloud Key licenses. 

      • License Historical Use Data:
        User can view historical usage data for Cloud Sign-in and Cloud Key licenses.

    • ADMINISTRATIVE  

      • View / Edit Company Addresses:
        User

    has permission to

      • can add and remove company addresses and set the default billing address.

    Cloud Sign-In License Groups 

    CSI offers the option for users to create user-defined License Groups for their Cloud Sign-in Licenses. A license group is defined by a set of Cloud Sign-In software licenses and a list of users who have access to those specific licenses. This can allow customers more flexibility and control over their licenses by limiting license access by user. Creating a custom license groups is not required to start using your Cloud Sign-in licenses. 

    System and Default License Group

    Upon purchasing CSI software with Cloud Sign-in licensing, a default system License Group is created in your customer account. This system license group is locked and will always contain all your Cloud Sign-in licensed assets. The order of assets in the system license group will be fixed with the highest version and highest level first. Assets User-defined License Groups can be created. Any License Group marked as Default will have all newly added users automatically added to it.  
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    Cloud Sign-In License Groups

    Cloud Sign-in License Groups can be created and managed on the License Groups tab. License groups allow complete control over who can access which licenses owned by the company. For detailed information on

    this

    license groups, please visit our wiki page: Cloud Sign-In License

    Group

    Adding, Managing and Removing Users

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

    Add New User(s)
    • Users can be added individually to the account
    • Users be added in bulk by importing them using an Excel file (*.xlsx). The Import User button has a sample file with the correct columns to successfully users (First Name, Last Name, Email address columns). 
  • Edit a User's first name, last name and/or email address
  • Assign User(s) a custom or template permissions Role (including assigning a user the Administrator role)

    • When a new user is created, they will receive an email with a link for them to set a password. This combination of username and password will be the user's CSI Sign-in Credentials and can be used to sign into the CSI Customer Center and into CSI products that use Cloud Sign-in licensing.

    Companies who have federated their identity platform with CSI's may still have to add their users to their customer account if they would like to assign them a permissions Role (other than the Default Role on the customer account).  Federated users will not set a password when their user account is created and will instead use their company credentials when signing in.

    CSI supports federation with the following identity platforms/standards: Microsoft Active Directory (Azure Active Directory, Active Directory, ADFS, AD/LDAP), Google Workspace, OpenID Connect, Okta, PingFederate, and SAML.  For more information on federating your company's identity platform with CSI’s, please email us at identity@csiamerica.com. 

    Groups

    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).

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    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. 

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    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)

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