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IDP Manage Accounts and Roles

Paige Freeman
  • Updated

You can use the Manage Accounts & Roles option on the IDP Dashboard to view and edit the user’s IDP accounts and roles.

From this page, you can perform the following:

Manage Accounts

The Manage Accounts page allows you to view and edit all IDP user accounts.

Add/Edit User

You can create and edit users from the Accounts page.

To create a new user:

  1. From the Accounts page, select the Add new User button.
    The Create user window displays, as shown below.

  2. Enter the UserId and Email address for the new user. These fields are required.

  3. Additionally, you can enter the Roles and Mobile, as well as select if Two Factor authentication should be used for the new user.

  4. Once you have finished adding your user’s information, select the Add button to add the new user.

  5. You can also edit existing users by selecting the Edit link next to the corresponding user in the grid.

Manage Roles

The Manage Roles page allows you to view and edit all roles that can be associated with IDP users.

Add/Edit Role

You can create and edit roles from the Roles page.

To create a new role:

  1. From the Roles page, select the Add new Role button.
    The Create role window displays, as shown below.

  2. Enter the Name for the new role. This field is required.

  3. Additionally, you can select if the new role should be added to users by Default, if necessary.

  4. Once you have finished adding your role’s information, select the Add button to add the new role.

  5. You can also edit existing role by selecting the Edit link next to the corresponding role in the grid.