Users
Manage users who can access Fynapse by adding, editing, cloning, and deactivating them.
Overview
The Users screen allows you to add users so that they can access Fynapse. The screen also allows you to edit, clone, and deactivate selected users.
Users Screen
The Users screen comprises the following elements:
- The Add button - click it to create a new user
- The Refresh button - click it to update information about users
- The grid - use it to see a list of all added users. The grid has the following columns:
- Username - a unique name typed in while creating the user or received from the external identity provider
- Display name - a name that is used to refer to a particular user within Fynapse
- E-mail - a user’s e-mail address
- Status - informs about the status of a user:
- Active - the user can log into Fynapse
- Inactive - the user cannot log into Fynapse
- Groups - names of groups to which the user belongs
- Updated on - a date when the last changes to the user were saved
- Details - contains the chevron, which you can click to view details for a selected user. To go back to the Users screen, click the breadcrumb.
Additionally, you can:
- Sort columns ascending or descending, and set their visibility by clicking the three dot icon next to the names of columns
- Filter content within some columns to find particular information
In addition, at the bottom of the screen, you can:
- See a number of pages that display users and buttons to navigate between pages
- See information which page you are currently viewing and how many pages are available in total
- Decide how many users you want to display on one page
- See how many users are presented on the page
Users Details Screen
This screen is displayed if you click the chevron in the Details column. The screen comprises the following elements:
- The action buttons:
- The Edit button - click it to edit a selected user. If the user was created within Fynapse, the user’s e-mail address, display name, as well as an assignment to groups and roles can be modified. However, if the user was created by the external identity provider, then only the assignment to groups and roles can be modified.
- The Clone button - click it to clone the selected user
- The Deactivate/Activate button - click it to deactivate or activate the selected user
- User’s details in dedicated panels:
- Details - contains basic information about the user
- History - contains information about who and when created and updated the user
- External user federation - contains information about the external identity provider associated with the user (if such a connection exists)
- Groups - contains information to which groups the user is assigned. You can click the name of the group to see its details.
Tutorials
How to Add a User?
- Go to Security > Users.
- Click the Add button.
- Provide basic information about a user:
- Into the Username field, type a unique username.
You will not be able to change the username after saving.
- Into the Display name field, type a name that will be used to refer to this user.
- Into the E-mail field, type an e-mail address associated with this user.
- Select the Active checkbox if the user must be active after saving.
- Into the Username field, type a unique username.
- In the Groups panel, select checkboxes next to the groups the user should belong to.
- Click the Save button to save the user or the Cancel button to discard your changes. The new user will appear in the Users grid and will get an email informing them to reset their password to set a new one that they will use to log in to their Fynapse account.
How to Activate a User?
- Go to Security > Users.
- On the list, find a user you want to activate and in the Details column, click the chevron.
- Click the Activate button.
How to Deactivate a User?
- Go to Security > Users.
- In the grid, find a user you want to deactivate and in the Details column, click the chevron.
Once you click the Deactivate button, the selected user will not be able to use Fynapse.
- Click the Deactivate button.
- Confirm the action by clicking the Deactivate button. The user will be deactivated and unable to log in to Fynapse. The status for this user will change to Inactive.
How to Edit a User?
- Go to Security > Users.
- In the grid, find a user you want to edit and in the Details column, click the chevron.
- Click the Edit button.
- Introduce necessary changes. You can change an email address, display name, as well as an assignment to groups and roles for users created internally.
- Click the Save button to save the user or the Cancel button to discard your changes.
- Notify the user that they need to log in to Fynapse again.
How to Clone a User?
- Go to Security > Users.
- In the grid, find a user you want to clone and in the Details column, click the chevron.
- Click the Clone button.
- Introduce necessary changes.
- Click the Save button to save the user or the Cancel button to discard your changes.