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Table of Contents

Overview

The User

Management

Management Dashboard(UMD) allows you to view and manage 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.  

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

Roles

Labels .

The

This  Administrative role can be assigned to a user on the

user Roles tab

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.         

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Adding,

Managing

and Removing

Users

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

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

    ADD USERS

    The Import User button has a sample file with the correct columns (First Name, Last Name, Email address) to successfully import users. 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 a User(s) a permissions Role (including assigning a user the Administrator role)
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    • 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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    On the Roles

    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 CSI products

    that use

    with Cloud Sign-in licensing.

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

    still have to add their users to their customer account

    's 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

    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

    • 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.

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    LABELS

    • Create a Label

    • Edit/delete a Label

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    (click to enlarge)

    User Role Permissions

    The following permissions are available to be 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 can upgrade their CSI software license(s), on behalf of their company, 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 view and manage their own Support Incidents.

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

    • SIGN-IN SOFTWARE ACCESS

      • Software Access:
         User can access CSI Cloud Sign-in licensed software with their credentials. This permission is required for a user to use CSI Cloud Sign-in licenses. 

      • Terminate Sessions:
        User can

    to

      • 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. 

      • License Group Manager:
        User 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 in the customer account.

      • View Activation Keys:
        User can view all sensitive licensing information, such as Activation keys, for the software assets in the customer account.  

      • Download Installations: User can download product 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 can add and remove company addresses and set the default billing address.

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