senior X Platform - User Manual> Administration> User Management

User Management

Users identify the people who will access the senior X Platform and who are linked to their respective roles.

Note

The tenant administrator user has access to all tenant administration permissions, and is the responsibility of the customer. Senior is not responsible for damages caused if this password is shared with third parties. For this reason, we suggest changing the password after the first access, and to facilitate blocking in inappropriate cases, it is recommended to create nominal users for other users of the solution. In the case of the administrator user, the email must be updated so that, in the event of forgetting the password, it is possible for the administrator to recover it, without the need for any mediation from Senior.

To set a user as an administrator, go to the documentation onUser Management.

What do you need to do:

Add user

Go to Technology > Administration > User Management;
click inTo add and access User Data;
type theName It isLogin of the user who will be registered, after that select the fieldDomain.Regardless of the authentication method chosen, do not use spaces in the user name to access the platform.
Enter the email account and define the password that will access the senior X Platform;
Optionally enter aDescription of user;
Select your preferred language. After changing the language, the user must leave the platform for this configuration to be carried out. This process is necessary because the cookies that inform the language are generated at the beginning of the session and some messages can take approximately 15 minutes to be translated. When the language is not defined in tenant management or user management, the configured language is that of the browser used;
To prevent this user from appearing on the User Management screen, select the check boxBlocked user. When selected, the user is considered inactive;
For the password to be changed after authentication, selectChange password after authenticating, the characters allowed for creating passwords are: !@#$%&*.-=+^~;
Enter the user role and clickTo save.

To add additional user information, such as photo and role, proceed with the other steps described on this page.

Important

The option to create users from alternative domains is only possible for users with the "View" permission on the "res://senior.com.br/platform/tenant" resource.

If the user does not have the permission mentioned above, the following message will be displayed on the listing screen:

Unable to determine tenant information, some functionality may be limited. Make sure you have permission to "View" the resource "res://senior.com.br/platform/tenant".

Add or change photo

Go to Technology > Administration > User Management;
In Users, select the user to add the photo;
Under Photo, clickTo add and select the user's photo;
click inTo save.

Change photo in My Profile

This feature is only available if there is edit permission for the resource res://senior.com.br/security/usermanager/photo, determined in Technology > Administration > Authorization > Role Management.

To change your profile photo, go to your user data and in the Photo panel, clickTo edit to select a new image. To confirm the change, clickTo save.

Add paper

Go to Technology > Administration > User Management;
In Users, select the user and, after that, in the Roles panel, click the add button to add one or more roles that the user will play;
To select a role, click in the first column so that the icon appears, and then the buttonSelect for the configuration to take effect;
click inTo save.

Add properties

Add properties to the user, such as a note that indicates a user specification:

Go to Technology > Administration > User Management;
In Users, select the user and access Properties;
click inTo add and reportName It isValue of this user property;
click inTo add to confirm inclusion;
click inTo save.

Change Password

Go to Technology > Administration > User Management;
In Users, select the user and access User data;
SelectChange password after authenticating and click Change Password;
Enter the new password, the characters allowed for creating passwords are: !@#$%&*.-=+^~. Confirm and clickTo alter;
click inTo save.

Search users

Search for users by name, login and email in the fieldTo look for. Arrange the name, login and email columns in ascending or descending order.

All active users are displayed on the User Management main screen. If you want to view inactive users, who are configured as blocked users, select the check boxInclude blocked users.

Import users

Import a list of users at once through a CSV file, with native model authentication or using SAML/ADFS.

Go to Technology > Administration > User Management;
click inimport;
Select the desired file and clickimport.

The information in the file must be in the following format: user_name, full_name, email, password, role1; role2; other_roles.

Example:

maria.alice,Maria Alice Novaes,maria@teste.com.br,abc123,User;Manager

lucas.santos,Lucas Santos,lucas.santos@teste.com.br,abc123,User

If the file is invalid, a notification will be sent later.

Observation

If no password is provided, the user will be created with the password "12345". If no role is specified, the user will be generated with the role "User". Furthermore, the roles must be previously registered. If any role does not exist, the process will be aborted and no user will be created.

Users that already exist on the platform will be ignored during the import process. In other words, if the .CSV file contains a username that is already on the senior X Platform, no changes will be made to this user.

Every import occurs asynchronously, that is, it is processed in the background and notifies the user when it is finished. Therefore, there is no need to wait for the process to complete on the screen.

Block users

Go to Technology > Administration > User Management;
In Users, select the user and access User data;
SelectBlocked user. This way, they will not be able to log in to the platform and, consequently, will not be displayed in the list on the User Management screen.

All active users are displayed on the User Management main screen. If you want to view inactive users, who are configured as blocked users, selectInclude blocked users.

Future blocking of G5 users

Future blocking of G5 users allows deactivation of the user on the platform after it has expired, taking into account the expiration date and time zone information of onboarded G5 users.

The user will be blocked on the platform if in the SGU:

The account is deactivated;
The expiration date is in the past.

A schedule will be made to block the user if, in SGU, the account is activated and the expiration date is in the future.

The user will remain/be unblocked if, in SGU, the account is activated and the expiration date is empty.

Example of how the schedule works

An expiration date is configured for the user by the SGU, always at the end of the day. If a user is marked to expire on 06/30 in the SGU, the expiration date read in the replication routine is 07/01 at 00:00.

The blocking schedule for this user will be done through the scheduler-service mechanism and will be executed at 00:00 on 07/01 in the UTC timezone.

The schedule will be deleted if the expiration date is removed from the SGU. In cases where the schedule is deleted directly from the senior X Platform screen, a new schedule will be created for the user, aiming to maintain G5>G7 consistency.

Get information on the senior X Platform

The current user must have permission to view the resource res://senior.com.br/platform/user/expiration_date to access this information.

In Technology > Administration > User Management, if the selected user has an expiration date, it will be displayed on the screen. It can also be consulted through the getUser endpoint, if the username parameter is passed.

It will also be possible to view appointments made for users that are about to expire through the appointments screen on the platform, if the current user has permission to access it.

Important

The date displayed on the User Management screen will already be converted to the user's time zone that is configured on the G5. If there is no time zone configured, it will be displayed in UTC-3.

Through the getUser endpoint, you can view the expiration date in UTC and the timezone in minutes, if these values are configured for that user.

Delete user

Deleting a user must be done in Technology > Administration > User Management. Click on User, select the user and at the end of the page click onDelete and then inOK to confirm.

Observation

It is also possible to delete in batches, where when selecting several users, the Delete button requests confirmation of the deletion of the batch of selected users.

Migrate authentication types

When a tenant has more than one type of authentication, its already defined authentication can be changed, making it necessary to migrate the authentication type.

Go to Technology > Administration > User management;
click inMigrate authentication types;
Select theCurrent authentication type and theNew type of authentication;
Select specific users or clickMigrate all.

Not all authentication types allow migration due to differences in existing fields, for example password. That's why we have the following migrations available:

G5 > LDAP;
G5 > SAML;
G7 > LDAP;
G7 > SAML;
LDAP > SAML.

Important

Changing the type of authentication must be evaluated carefully and, preferably, with specialized support from Senior.

Telephone

To view only, you must have viewing permission on the resourceres://senior.com.br/platform/user/phone_number.

To edit, you must have Edit permission on the resourceres://senior.com.br/security/usermanager/usuario or res://senior.com.br/platform/user/phone_number.

Both available in Technology > Administration > Authorization > Paper Management.

Important

Any user who uses the G5, LDAP or ADFS authentication methods will not be able to edit the login, email or description values. These values are imported based on data from the authentication database. For example: when the user uses G5 authentication, this information will be imported from the SGU, and when the authentication is LDAP or ADFS, this data will be imported from the user server in the client's environment.
LDAP and SAML authentication settings may vary depending on the software used. Therefore, contact the IT Services - Consulting area to carry out the necessary configurations;

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