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.
The following information is listed for each user:
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 ("SBrady11" in this example).
- When a user is locally created, they must provide their entire username shown in the Username column ("sbilal" in this example).
The Email column displays the user's email address and is either synchronized from the IDP or entered manually.
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 two different sources: T4EDEV (AD), and Local.
The Status column indicates whether a user is enabled or disabled. Enabled users have access to HelloID. Disabled users do not.
Click Edit, Reset second factor, or Reset Password under the Actions column to perform the respective action.
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.
Checking or unchecking a criterion will automatically update the user grid accordingly. Similarly, unchecking a source will instantly update the grid to remove all users from that source from the user grid.
The entire user grid can now be sorted according to the columns. Click 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.
Editing a User
Clicking Edit for a given user will display the User Window, which will display four tabs:
- Credential Sets
Click the Attributes tab to view a given user's attributes.
These attributes come from the IDP and are determined by the mapping sets. Learn more about Mapping Sets here. They may be used for tasks or self service products.
Deleting a User
To delete a user, select the appropriate row and click the Delete button.
Confirm by clicking the Delete users button in 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.
Resetting a User's Second Factors
To reset a user's second factors, select their Reset second factor link.
Confirm by selecting the Reset second factor button.
If a user has enrolled more than one second factor, this tool resets all of them. The user will be prompted to re-enroll a second factor during their next login.
Resetting a User's Password
You may also reset a user's password by clicking the Reset Password link. This option is only available for local users. Users synchronized from an external IdP will not have this option available.
Enter the new password in the fields displayed on the new window and click the Reset button to confirm.
Creating a New User
To create a new user, click the Create User button in the top right corner. Learn more about creating new users in HelloID here.