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User and Team Management

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Overview

This article briefly explains the operations that are performed to manage users by the following roles:

  • Admin:
    • Invite users (OL Hub SaaS) - an Admin can invite a user to the tenant
    • Add user (OL Hub Enterprise) - an Admin can add a user
    • Edit user details - an Admin can edit some user details
    • Reset user password - an Admin can reset any non-Admin user’s password
    • Remove user - an Admin can remove any user from the tenant
  • User:
    • Edit Profile - a non-Admin user can edit his own profile
    • Change password - a non-Admin user can change his own password

For more information on User Groups and User Roles, see Role-based Access Control (RBAC) .
OL Hub Enterprise uses Keycloak to allow single sign-on with identity and access management. More information on Keycloak is available at Keycloak Documentation.

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Operations performed using Keycloak should be synchronized by performing the corresponding operation in Ol Hub Enterprise. For example, the Add User operation should be run with identical credentials using Keycloak and using Ol Hub Enterprise.

Hub SaaS

Admin

Invite Users

  1. An Admin can invite a user by navigating to the Settings > Team > Members screen and pressing the Invite User button:

  2. The Invite User window opens:

  3. Enter the First Name, Last Name and Corporate Email of the user to invite. Optionally, select the Role of the new user. Then press the Invite button. An email is sent to the user.

Edit User details

  1. To edit an existing user, press the icon at the end of the row for the desired user and select Edit:

  2. The Edit User Details window opens:

  3. Make the desired changes and press the Update button.

Reset Password

  1. To reset the password for an existing user, press the icon at the end of the row for the desired user and select Reset Password:

  2. Type the new password for the selected user, observing the password syntax rules, and press the Reset Password button.

Remove User

  1. To remove an existing user, press the icon at the end of the row for the desired user and select Remove User.

  2. Press Remove User.

Users

Edit Profile

  1. A non-Admin user can edit his own profile by navigating to the Profile tab on the Settings screen and pressing the Edit button:

  2. The user’s Profile is displayed.

  3. The user may change the First Name, Last Name, Country, and/or Job Role. After making the desired changes, press the Save button.

Change Password

  1. In the user Profile, press Change Password.

  2. Type all the fields. When entering the new password for the selected user, observe the password syntax rules. Press Save.

Hub Enterprise

Admin

Keycloak setup

  1. Download the appropriate Hub Enterprise zip file from the Download Portal .

  2. Follow the instructions in the Readme file.

  3. Go to the Keycloak main page at address https://<HUB_URL>:8443/auth

  4. Signin with the Keycloak Admin credentials. The Welcome to Keycloak screen displays:

  5. Select the realm:

  6. The Welcome to ol-hub screen displays:

Add User (Keycloak)

  1. The Keycloak Admin can add a user by selecting the Users tab:

  2. Press the Add User button. The Create user page displays:

  3. Enter the Username (required) and optional fields. Press the Create button.

Add User (OL Hub Enterprise)

  1. Navigate to the Settings > Team > Members page:

  2. Press the Add User button. The Add New User window opens:

  3. Enter the required user fields with the corresponding user fields from the Keycloak menu, and press the Add button.

Reset Password (Keycloak)

  1. The Keycloak Admin can reset a user’s password by selecting the Users tab:

  2. Move the cursor to the desired Username and click.

  3. In the User details screen that displays, select the Credentials tab.

  4. Press the Reset password button. The Reset password window opens:

  5. Enter the new Password and New password confirmation. Indicate if this is a Temporary password (this is the default). A Temporary password must be changed by the user on the user’s next signin.

  6. Press Save.

Reset Password (OL Hub Enterprise)

  1. Navigate to Settings > Team > Members, and press the icon at the end of the row for the desired user and select Reset Password:

  2. The Reset Password window opens. Type the new password for the selected user, observing the password syntax rules:

  3. Press Reset Password.

Delete User (Keycloak)

  1. To delete an existing user or users, checkbox the row(s) containing the user(s) in the Users list and press the Delete User button.

  2. A confirmation window opens:

  3. Press Delete to remove the user(s) or Cancel.

Remove User (OL Hub Enterprise)

  1. Navigate to Settings > Team > Members, and press the icon at the end of the row for the desired user and select Remove User:

  2. The Remove User from Tenant window opens:

  3. Press Remove User.

User

Read only Profile (OL Hub Enterprise)

A non-Admin user can view his own profile by navigating to the Profile tab on the Settings screen. Note that the user can only view the Profile, and the Password is masked.

Updated 4 months ago