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User Management

Create New User​

To create a new user, log in to your AdminX panel and navigate to the Users page.

Select which user directory the new user should be created in.

Click Create New User

Next, enter your User's Account Information:

  • Username: Enter a username to associate with the account
  • Role: The role determines permissions and authority associated with the account. Please see User Roles below for more detailed information.
  • Status: Select between Active or Disabled. Disabled accounts cannot log in or access any account information.

Under User Information, provide the following details:

  • Firstname: User's first name
  • Middlename: Optionally enter a middle name or initial
  • Lastname: User's last name

Enter the user's Contact Information:

  • Primary Email Address: Primary email associated with account
  • Secondary Email Address: Optional fallback email to use in the event the primary email cannot be accessed
  • Phone Number: Phone number associated with the account, used to deliver One-Time Passcodes (OTP)
  • Send User Invitation Email to: Where the user invitation should be sent

When you have entered all the user information, click Create to finish the new account creation.

If you elected to send an invitation email, then you also need to select which email template to use for delivering the invitation. You can also edit the template using the built-in rich text editor by clicking Edit Template.

Click Send Invite to deliver the invitation to the user's email or phone number as selected.

Edit Existing User​

To view or edit the settings of an existing user, log in to your AdminX panel as a community administrator and navigate to the Users page.

Scroll down to the user you wish to edit and click the three ellipses to view the Actions menu. Select Edit Profile to view and edit user Account Information.

Edit any settings as desired, and click Save.

User Roles​

There are three primary roles that be used for user accounts in AdminX, Basic User, Community Administrator, and Helpdesk Administrator.

Basic User​

This is the basic user profile that your customers and basic users will use.

The Basic User role allows users to view their own profile information, see which devices are associated with their accounts, and see their past account invites. All administrative options are removed.

Community Administrator​

The Community Administrator role contains the highest privileges and the ability to configure Identity Provider (IdP) options and manage settings for the AdminX portal itself.

The Community Administrator role has the power to set BlockID session attributes, edit authentication options, add, edit, or remove user directories, add SAML and OIDC applications for SSO, view and download reports, and set and change all other configuration settings within AdminX.

Community Administrators can edit profile information for all accounts, remove devices are associated with the accounts, and send new invites for all accounts.

Helpdesk Administrator​

The Helpdesk Administrator role has the privileges necessary to troubleshoot any problems that users might encounter with the tenant. Helpdesk Administrators can see and download reports and logs, and view SAML and OIDC application information.

In order to assist with user troubleshooting, Helpdesk Administrators can view profile information for all user accounts, see which devices are associated with the accounts, and view invites for all user accounts.