Introduction
This page is an overview of the users within your organization's HelloID environment (Directory > Users). Users in HelloID are created locally in HelloID itself, or synchronized from another Identity Provider (IDP) such as Active Directory (AD). Learn more about connecting with your Identity provider here. Search for users via the search bar or by scrolling through the list. The "Username" and "Contact Email" fields are searchable. Click the Eraser to clear your search.
The following information is listed for each user:
- Username
- Source
- Status
- Actions
Username
HelloID makes a distinction between synchronized accounts from an IDP and local accounts.
- If a user logs on from an AD account, they are only required to provide their username before the "@" because the user already selected the IDP or source ("avasquez" in this example).
- When a user is locally created, they must provide their entire username shown in the Username column ("alex.barker" in this example).
The Contact Email column displays the user's email address and is either synchronized from the IDP or entered manually.
Source
The Source column displays the origin of each user. This may be local (user created in HelloID) or an IDP (such as AD). Because multiple IDPs are supported, the name further indicates which IDP it is. For this example, there are three different AD sources: AD, enyoi.org, and Local.
Status
The Status column indicates whether a user is enabled or disabled. Enabled users have access to HelloID. Disabled users do not.
Actions
Click Edit or Delete under the Actions column to perform the respective action.
Clicking Edit for a given user will display the User Window, which will display four tabs: General, Groups, Credential Sets, and Attributes. Learn more on the first three tabs here. Click Attributes to view a given user's attributes.
The displayed attributes come from the IDP and are determined by the mapping sets. Learn more about Mapping Sets here. These attributes may be used for tasks or self service products.
Deleting a user must be confirmed by clicking Delete in top right corner of the confirmation window. The user will then be marked as deleted. Note that when a user is not deleted in the source, such as AD, the marking will be overwritten during the next synchronization.
You may also reset a user's password using the Reset Password quick link.
Enter the new password in the fields displayed on the new window and click Reset to confirm.
Filtering
Filtering is represented by the filter icon located at the end of the search bar, between the eraser and magnifying glass. Clicking the icon will display a dropdown list of criteria used to refine the user grid.
The first three criteria are default within every HelloID environment: Show enabled users, Show disabled users, Show only deleted users. Additionally, users can be filtered according to their specific source, demonstrated by the other criteria shown.
Clicking a criterion will automatically update the user grid accordingly. This example will use the Show only deleted users criterion. Unchecking the criterion will instantly update the grid again.
Similarly unchecking a source will instantly update the grid to remove all users from that source from the user grid. Active Directory (SERVER01) will be used for this example.
Sorting
The entire user grid can now be sorted according to the columns. Click on a Column Header to sort. The arrow icon will show whether the column has been sorted in ascending or descending order. Click on the Column Header again to sort the other way. Click the Column Header a third time to remove the sorting.
Creating a New User
To create a new user, click Create User in the top right corner. Learn more about creating new users in HelloID here.
