Quick Reference: Access Management configuration
This quick reference guide helps you quickly locate key configuration details within the Access Management module of HelloID. Use it to get familiar with the module. It is recommended to also use it as a checklist - for example, quarterly - to regularly verify and update settings as your organization’s needs change.
For configuration details for users, groups, login methods, and similar settings, see Quick Reference: tenant and user setup. Although particularly important for the Access Management module, these settings are not included in this Quick Reference, as they also apply to other HelloID modules.
All of these settings are found on the Admin dashboard.
To learn how to switch between dashboards in HelloID, see Navigate the HelloID Interface.
Applications
Setting | Go to | See |
|---|---|---|
Which applications have been made available to users? | Applications | |
Into which categories are the applications divided? | Applications > Categories | |
Which groups of users have access to an application? Are any applications assigned to the Users group? Note: By default, new applications are added to the Users group. This means the application can be assigned to all synced users, even if they do not use HelloID Access Management. This may lead to extra license costs, because each user uses a license as soon as the application is assigned. | Applications > Applications > Edit application > Groups Directory > Groups > Users > Applications | |
Is access to applications also based on criteria like an IP geolocation, IP range, date/time, or browser/OS version? | Security > Policies > Application Access Rules | |
Which applications require a valid certificate for single-sign-on to work? What are the certificates’ expiry dates? NoteEnsure procedures are in place to replace expiring certificates and prevent downtime in the Single Sign-On (SSO) connection. See Access Management administration. | Settings > Certificates > Show certificate usage in applications |