Resources Management

Users

Description

The user is the core object of the system. In Soffid, a user means an identity (usually a person). Every user can have a number of accounts spread on different information systems.

In traditional system management, one can assign roles and permissions to accounts. Then, the administrator uses to grant the account to one single user. In Soffid you can have a global view of permissions assigned to any user. Being the user and the main management object, you have a more clear perspective in terms of operation, security, and end-user engagement.

It is important to know that dependency rules can be established between systems, so a user with a role or permission in one system will automatically be assigned a role or permission in another system, according to the system policies.

The administrator can also identify the potential users of shared or system management accounts. These accounts are managed in a slightly different way. See the Accounts and Password Vault pages for more information.

Sometimes is possible to find that there is any user with duplicated user data. To solve that problem, Soffid provides the merge functionality. That allows you to combine two user records, selecting the proper data to fix that situation.

Screen overview

Related objects

  1. Groups
  2. Account
  3. Roles
  4. User Type
  5. Password domains
  6. Audit
  7. Logs 
  8. Workflows

Standard user attributes

Basic

On the basic user tab, you can view all the user attributes. Other attributes can be customized in Soffid.

Common attributes
Mail service
User status
Organization
Other
Audit information

Groups

Your company is organized into different business units, departments, or workgroups. In Soffid, they all are named as groups. Some systems, like Active Directory, use groups to control or restrict resource access. A Soffid Group is more like an Active Directory OU.

On the group tab, you can manage all the groups that the user belongs to. Be in mind that all users have to belong to a Primary Group defined on the Basic user attributes.

By clicking on a record, Soffid shows group membership details. It is possible to change the group, and the start date and add comments.

It is also possible to assign a new membership by clicking the button with the add symbol (+), and revoking the group membership from the group details, or by selecting one or more records from the list and clicking the button with the subtraction symbol (-).

Accounts

An account is a way a user is presented on a target system.

On the accounts tab, you can view the accounts that belong to the user that is currently displayed, grouped by password domains. The account can be displayed in black or gray color. The gray color is used to indicate that the account is unmanaged, that is because the agent is disconnected or because the agent is in Read-Only Mode.

Soffid smart engine will automatically create, disable or remove user accounts depending on the system policies.

Also, you can manually add a new account for a specific system, rename an existing one, delete it or change its password. You can also see when the password was last set and its expected expiration date. Mind that you cannot change a single account password, as long as any password belongs to a password domain, so each password belonging to the same user and password domain will be changed at a time. When you apply user changes, automatically they will be forwarded to target systems.

Mind that Soffid smart engine can revert some of your changes if those changes are violating any system policy.

Each change made at the Soffid console is asynchronously replicated into the managed system. At the accounts tab, the administrator can check when each account was updated last. When the Soffid console notices there the replication process is failing, an exclamation sign will appear next to the account name.

When the settings for a managed system exclude a user to be replicated, no account will be created for him. In case the user was replicated and due to user attributes changes it should be excluded, its account will be disabled and it will appear with line-through style.

At the agent configuration screen, the administrator can configure when to create or enable user accounts depending on the user type or the group the user belongs to. When the settings for a managed system exclude a user, no account will be created for him. In case the account exists and due to user attributes changes it should be excluded, its account will be disabled and it will appear with line-through style.

Regarding automatic account creation, it's important to know that if a user needs an account with a name, based on the user domain configuration, and that such an account already exists as a shared or single user account, this account won't be created or assigned. Nevertheless, if such account already exists as an unmanaged account, this existing account will be assigned to the user along with their role grants.

By clicking on a record Soffid displays more accurate information about the account. It will be allowed to rename the account, change it, change the account status or delete the account (logic delete). Also, Soffid allows you to query the properties if the account on the target system. Finally, Soffid will display custom attributes defined for the specific agent on the agent "Account metadata"  tab, you can visit the Agent page for more information.

On the accounts tab, you can check the failed login attempts and if the account has been blocked, it is displayed until how long it has been blocked.

💻 Image

image-1698759762332.png

Roles

A role is a collection of permissions that can be granted to a user. With these permissions, the user will access to another system and perform some operations.

On the roles tab, you can assign or revoke roles to any user. Each role needs an account to be applied to. So, if a user has no account on a system and a role on that system is granted, a new account will be created on this system. In case a user has more than one account on a system, you should indicate which of the suitable accounts will be granted the role.

More and more, when the role should be scoped, the operator must select the right scope for the role. The scope and its allowed values are defined on the application management page.

By clicking on a record Soffid shows more information about the role, this information can not be updated. On this screen, you can browse through the different roles.

It is also possible to revoke the role to the user from the entitlement details or by selecting one or more records from the list and clicking the button with the subtraction symbol.

The roles list shows a column to display when there are risks with the roles assigned to the user. If you click on a record, Soffid will show the entitlement details including the SoD rules with the detail of the risk. 

For more information about SoD visit the  Segregation of Duties page.

Additionally, you can download a CSV file with the user's role information, or upload a CSV file to assign or revoke roles to the user.

Effective Roles

Hierarchy of permissions assigned to or inherited. 

This screen details the effective roles of the selected user. 

Shared accounts

Accounts that can be used by several users, those accounts can be privileged or shared.

On the shared account tab, you can see all shared user accounts. You can view information about the system, the account, the date of update, when was the last login, when the password was changed, and the expiration date.

By clicking on a record, you can browse the share account details page.

Sessions

On the sessions tab, you can view sessions opened by the user. Here will be displayed any open ESSO session, showing the host that has created the session and the host where the user is connected from, if applicable. The port number is the TCP/IP port number the ESSO session manager is listening to. It is used by the synchronization server to check for session validity.

ESSO Integration

Multi-session attribute: ESSO will prevent any user from having more than one session at a time unless it has the multisession attribute checked.

If ESSO detects the user trying to log in has an active session, it will do the following job:

No user with an active flag unchecked will be allowed to log in or use any system managed through ESSO.

User Processes

In the user processes tab you can view the business processes in which the user has been managed. It shows information about the process, the status process and when it was initiated and ended.

NOTE: Mind that this page does not show the business processes the user has acted.

Pending tasks

When a user has pending tasks, an icon will be appearing at the right corner. If the status of pending tasks is "Error", the icon will be a highlight alert icon, if the status is "Pending", the icon will be a wifi icon.

That window displays the most relevant task data, the task name, the agent that manages the task, the status task, and the schedule to will be executed, ... That pending task information is only available in consultation mode. 

Tokens

In the Tokens tab, you can manage the user tokens. You can add or delete the users' tokens. Currently, the available options are Certificate and FIDO token.

Certificate

If you select the certificate option, you only need to register the certificate description. Then Soffid will read the existing certificates registered into Soffid, at the Digital certificates page, and finally, Soffid will give you a p12 file and a password to install the certificate in the browser.

If there are no registered certificates, Soffid will not allow you to add new certificate tokens for any user.

FIDO token

If you select the FIDO token option, you need to full fill in the following data:

You can use the Generate secure or insecure link option to send it to users to complete the registration process.

When you register a FIDO token, this will be displayed on the proper user "My certificates and FIDO tokens" page and it will be available for this user.

Backups

The backup functionality is available when the backup addon is loaded in the Soffid Console. By clicking on the Backups tab, Soffid will display all the snapshots available for the user, and you could restore what you need.

You can also check other available snapshots by clicking on the hamburger icon and a specific option. Those are the options:

Groups History

You can check all the group history changes for a specific user, and decide if you want to restore an earlier versión.

Accounts History

You can check all the account history changes for a specific user, and decide if you want to restore an earlier versión.

Roles history

You can check all the role history changes for a specific user, and decide if you want to restore an earlier versión.

Mail list history

You can check all the mail list history changes for a specific user, and decide if you want to restore an earlier version.

Download CSV file

Allows you to download a CSV file with the data of all backups.

OTP devices

In the OTP devices tab, Soffid displays all the OTP devices configured by this user. For each OTP device, Soffid displays the info about the name, the created date, the last time used, and the status. Soffid allows you to manage all the OTP devices for each user.

By clicking on a record, Soffid shows OTP device details, including the failed number. It is also possible to change the status.

💻 Image

image-1705491017544.png

This option will only be available if the OTP addon is installed in the Soffid console.

Issues

In the Issues tab, Soffid displays all the issues in which the user is involved. If you click one issue, Soffid will display the issue detail and will allow you to perform any available operation if you have the proper permissions to do that.

This option will only be available in Soffid >= 3.5.x

For more information, you can visit the Issue page.

Actions

Users query actions

Query

Allows you to query users through different search systems, Quick, Basic and Advanced.

Add or remove columns

Allows you to show and hide columns in the table. You can also set the order in which the columns will be displayed. The selected columns and order will be saved for the next time Soffid displays the page to the user. 

Add new

Allows you to add a new user in the system. You can choose that option on the hamburger menu or click the add button (+). To add a new user it will be mandatory to fill in the required fields

Delete

Allows you to remove one or more users by selecting one or more records and next clicking the button with the subtraction symbol (-).To perform that action, Soffid will ask you for confirmation, you could confirm or cancel the operation.

Import

Allows you to upload a CSV file with the user list to add or update users to Soffid. First, you need to pick up a CSV file, that CSV has to contain a specific configuration. Then you need to check the content to be loaded, it is allowed to choose if you want or not to load a specific attribute. And finally, you need to select the mappings for each column of the CSV file to import the data correctly and click the Import button.

Download CSV file

Allows you to download a CSV file with the basic information of all users. 

Bulk actions

Allows massive operations to be performed on all system users.  With that operation, updates can be made to any of the user's parameters. First of all, you must select the records that you want to update, once you have selected them, you must choose the bulk action on the hamburger icon. For more information visit the Bulk action page.

Merge

Allows you to merge two or more identities when you identify that is necessary.

First of all, you must select the identities to merge. Second, you need to click the hamburger icon and select the merge action. Then Soffid will display a window where you can choose if you want to merge right now, if you want to create an issue, or if you want to quit without applying any changes.

image-1686725988764.png

  • If you select Solve now, Soffid will display a new window where you can choose the correct value for each standard and custom parameter. Finally, you need to apply changes to save the updates, or back to cancel that action.

image-1686727576483.png

  • If you select Create issue,  Soffid will create an issue that you could check the issues page for more information.

image-1686727159064.png

User detail actions

Apply changes

Allows you to save the data of a new user or to update the data of a specific user. To save the data it will be mandatory to fill in the required fields.

When you apply changes, automatically they will be forwarded to target systems.

Delete

Allows you to remove a specific user. You can choose that option on the hamburger icon.

To perform that action, Soffid will ask you for confirmation, you could confirm or cancel the operation.

Undo

Allows you to quit without applying any changes. 

Audit

Browse to the Audit page and display all the detailed actions performed over the user. It is allowed to filter the information displayed and also to download a CSV file with the audit information.

Access logs

Browse to the Logs page and display all the detailed logs about the user actions. It is allowed to filter the information displayed and also to download a CSV file with the logs information.

Propagates the changes

Allows you to propagate the user changes to the repository systems configured. It is only necessary when the task engine mode is configured as Manual, visit the smart engine setting page for more information.

Refresh

Allows you to refresh all the user information.

Groups actions

Group query actions

Assign

Allows you to add a new group membership. You can choose that option on the hamburger menu or click the add button (+).

Then you need to select a group the user will belong to it.  Next, you need to define, if it is necessary the membership properties. And finally, you need to apply changes.

Delete

Allows you to delete group membership. You can select one or more groups and next click the button with the subtraction symbol (-). 

To perform that action, Soffid will ask you for confirmation, you could confirm or cancel the operation.

Group detail actions

Apply changes

Allows you to save the updates of the group.

Undo

Allows you to quit without applying any changes. 

Delete

Allows you to delete a group membership.

To perform that action, Soffid will ask you for confirmation, you could confirm or cancel the operation.

Accounts actions

Accounts query actions

Change password

Allows you to change the password for a domain. The password can be generated automatically, or you can set the password. If you choose the set password option, you can check if the user must or not change the password on first use.


image-1668586613654.png


It will be mandatory the password complies with the Password policies defined for the domain.

New Account

Allows you to add a new account for a user and a specific target system. 

First of all, you need to select the target system, then Soffid will show the target system name and the account name. The account name could be updated, but always with an account name which no be already in use on the target system. Then you need to choose the account status and finally, you can set the system properties. That properties depend on the target system and do not be mandatory.

Accounts detail actions

Delete

Allows you to delete an account for a specific user. To delete the account first, you need to click the account, and Soffid will show a form with the account data. Then you need to click the hamburger icon and select the delete action. To perform that action, Soffid will ask you for confirmation, you could confirm or cancel the operation.

Show actual account properties

Allows you to query the account properties on the target system.

Apply changes

Allows you to save the updates of the account.

Undo

Allows you to quit without applying any changes. 

Roles actions

Roles query actions

Assign

Allows you to assign a new role to the user. You can choose that option on the hamburger menu or click the add button (+).

Then you need to select a role from the role list. If it is necessary, the next step will be to set the scope. Then you need to check and fill in the membership properties. And finally, apply changes.

Revoke

Allows you to revoke one by one or to revoke some roles at the same time. 

To revoke some roles at the same time, you need to select the roles, and then click the button with the subtraction symbol (-). 

To revoke one role, you can click the role, and then Soffid will show a form with the details. Then you can click the delete button (trash icon). 

Soffid will ask you for confirmation to perform that action, you could confirm or cancel the operation. 

Import

Allows you to upload a CSV file with the role list to assign permission.

First, you need to pick up a CSV file, that CSV has to contain a specific configuration. Then you need to check the content to be loaded, it is allowed to choose if you want or not to load a specific attribute. And finally, you need to select the mappings for each column of the CSV file to import the data correctly and click the Import button.

Download CSV file

Allows you to download a CSV file with all the information about user roles. 

Role detail action

Assign

Allows you to assign a new role to the user. You can choose that option on the hamburger menu or click the add button (+).

Then you need to select a role from the role list. If it is necessary, the next step will be to set the scope. Then you need to check and fill in the membership properties. And finally, apply changes.

Revoke

Allows you to revoke a role. 

To revoke one role, you can click the role, and then Soffid will show a form with the details. Then you can click the delete button (trash icon). 

Soffid will ask you for confirmation to perform that action, you could confirm or cancel the operation. 

Sessions actions

Download CSV file

Allows you to download a CSV file with all the information about sessions. 

User processes 

Query 

Allows you to query the process info by browsing the process page.

OTP devices action

Add

Allows you to add a new OTP device. To add a new OTP device you need to click the add button (+), then Soffid will display a wizard to config the OTP device. First of all, you need select the OTP device Type and then Apply changes.

Delete

Allows you to delete one or more OTP devices for a specific user. To delete OTP devices first select the devices, then click on the subtract button (-), then Soffid will ask you to confirm or cancel the operation.

Change Status

Allows you to change the OTP device status. First of all, you need to click the proper OTP device, then change the status, and finally close the window.

Issues

Query 

Allows you to query the issues info by browsing the process page.

Display Issue

By clicking one Issue, Soffid will display the issue detail will allow you to perform any available operation if you have the proper permissions to do that

Groups

Description

Groups are a convenient way to apply policies to a collection of users. Groups allow administrator users to specify permission for multiple users in a quick and easy way. Groups are managed in a hierarchical way. A user can belong to a group, and that user will be assigned the roles of this group and all the roles that this group inherits from its parent.

Companies are organized in different business units, departments, or workgroups. In Soffid, they all are named as groups. Some systems, like Active Directory, use the groups to control or restrict access to resources. A Soffid Group is more like an Active Directory OU.

Screen overview

image-1655287747709.png

Related objects

  1. User
  2. Roles

Standard attributes

Basic

On the basic group tab, you can view all the group attributes. It is allowed to add new groups, and update or delete existing groups.

💻 Image

image-1698651182916.png

Users

Administrator users can manage the users who belong to the group. These users will have assigned all the permissions granted to that group and permissions inherited from its parent.  

On the user's tab, you can add new users to the group by clicking the button with the add symbol (+), you must select the user to add, and select the membership properties.

It is also allowed to delete one or more users from a specific group, you can do it from the group membership details or by selecting one or more records from the list and clicking the button with the subtraction symbol (-).

Additionally, you can download a CSV file with the user's information and you can also upload a CSV file to add new users or update existing users.

Granted roles

Administrator users can manage the permissions to a group, this is the way to establish an access policy to a collection of users. The users who belong to a group will inherit all the permissions granted of that group.

On the granted roles tab, you can assign or revoke roles to the group. To assign a new role, you must click the button with the add symbol (+), then select the role,  in some cases specify the scope, and finally set membership properties. To revoke role, you can do it from the group membership detail or by selecting one or more records from the list and clicking the button with the subtraction symbol (-).

Additionally, you can download a CSV file with the granted roles information and you can also upload a CSV file to assign roles, modify or delete assigning roles.

Managers

On the tab Managers, Soffid displays the Roles with Domain group for the specific Information System and the proper authorization. Here you could grant the role to one or more users. You could grant the role on the Role page and on the User page as well and the information will be displayed on the managers tab.

Be in mind, to query the information about the roles and users on the managers tab, it will be mandatory to give authorization to query users, you must add the role to the authorization (user:query). You can visit the Authorization page.

Actions

Group query actions


Query

Allows you to query groups through different search systems, Quick, Basic and Advanced.

Add or remove columns 

Allows you to show and hide columns in the table.

Historical view

Allows you to check all the group's historical data. If you click this option, Soffid will display a new modal window to manage the historical view. 

Add new

Allows you to add a new group in the system. You can choose that option on the hamburger menu or clicking the add button (+).

To add a new group it will be mandatory to fill in the required fields

Add child group

Allows you to add a child to a specific group. You can choose that option below the father group.

To add a child it is necessary to fill in the required fields

Import

Allows you to upload a CSV file with the group list to add or update groups to Soffid.

First, you need to pick up a CSV file, that CSV has to contain a specific configuration. Then you need to check the content to be loaded, it is allowed to choose if you want or not to load a specific attribute. And finally, you need to select the mappings for each column of the CSV file to import the data correctly and to click the Import button.

Download CSV file

Allows you to download a csv file with the basic information of all groups. 

Historical view

Switch to current view

Allows you to come back to the current data view.

Apply changes

Once you have pickup the proper date at the date component, you can apply changes and Soffid will display all the group data at the selected date time.

Then you can browse the Groups tree and check the information

Undo

Allows you to quit without applying any changes.

Group detail actions

Apply changes

Allows you to save the data of a new group or to update the data of a specific group. To save the data it will be mandatory to fill in the required fields

Delete

Allows you to remove a specific group. To perform that action, Soffid will ask you for confirmation, you could confirm or cancel the operation.

Undo

Allows you to quit without applying any changes.

Users

Add or remove columns

Allows you to show and hide columns in the table.

Add new

Allows you to add new user to a group.

Fist of all, you need to select the user. Then you need to set the system properties. And finally you need to apply changes.

Remove

Allows you to delete one by one or to delete some users at the same time from a group .  

To delete some users at the same time, you need to select the users, and then click the button with the subtraction symbol (-). 

To delete one user, you can click the user, and then Soffid will display a form with the details. Then you can click the delete button (trash icon). 

Soffid will ask you for confirmation to perform that action, you could confirm or cancel the operation. 

Import

Allows you to upload a CSV file with the user list to add to the group.

First, you need to pick up a CSV file, that CSV has to contain a specific configuration. Then you need to check the content to be loaded, it is allowed to choose if you want or not to load a specific attribute. And finally, you need to select the mappings for each column of the CSV file to import the data correctly and to click the Import button.

Download CSV file

Allows you to download a CSV file with all the information about users. 

Granted roles

Add or remove columns

Allows you to show and hide columns in the table. 

Assign role

Allows you to assign a role to the group. You can choose that option on the hamburger menu or click the add button (+).

Then you need to select a role from the role list. If it is necessary, the next step will be to set the scope. Then you need to check and fill in the membership properties. And finally, apply changes.

Revoke role

Allows you to revoke one by one or to revoke some roles at the same time.

To revoke some roles at the same time, you need to select the roles, and then click the button with the subtraction symbol (-).

To revoke one role, you can click the role, and then Soffid will show a form with the details. Then you can click the delete button (trash icon).

Soffid will ask you for confirmation to perform that action, you could confirm or cancel the operation.

Import

Allows you to upload a CSV file with the role list to assign permission.

First, you need to pick up a CSV file, that CSV has to contain a specific configuration. Then you need to check the content to be loaded, it is allowed to choose if you want or not to load a specific attribute. And finally, you need to select the mappings for each column of the CSV file to import the data correctly and click the Import button.

Download CSV file

Allows you to download a CSV file with all the information about roles assigned to the group. 

Managers

Grant <ROLE_NAME> role

Allows you to grant the role, <ROLE_NAME>, to one or more users. You need to click on the "Grant <ROLE_NAME> role", under the role you want to grant. Then, Soffid will display a modal window that allows you to search for the users. Here you are able to write the user name and select it to grant the role.

Finally, you need to accept by clicking on the "Accept" button.

If you click on the "Cancel" button, no changes will be applied.


Accounts

Description

An account is the way an user is presented on a target system.  There can be user accounts as well as system-purpose accounts.

An account belongs to a system and that account can have specific permissions assigned to it. An account must have defined the account type, that is if the account is a single user, privileged, shared, or unmanaged.

The password policy is also mandatory to create an account. That password policy determines the conditions that the password must meet.

It is allowed to set a password for an account, which can be a generated password by the system, or a password set by the administrator user. That password must comply with the password policies defined. When the account is unmanaged, if the password change, it will not be sent to the target system.

The account can be displayed in black or gray color. The gray color is used to indicate that the account is unmanaged, that is because the agent is disconnected or because the agent is in Read-Only Mode.

Screen overview

image-1665046375035.png

Related objects

An account is related, in Soffid, to other objects:

  1. User: users related to this account.
  2. Groups: groups to which the account belongs.
  3. Roles: the permissions that this account has associated with the system in which it is used. They can be assigned or revoked by users with administrator privileges.
  4. System: the environment in which that account is used (AD, Exchange, etc).

Standard attributes

Basic

On the basic account tab, you can view all the account attributes. It is allowed to add new accounts,  update or delete existing accounts and other options.

Commons attributes

image-1695656685251.png

Owners, Managers, and SSO users

Specify the list of users authorized to use this account. For accounts of type "single user", only one user can be specified. Other accounts can have more than one user. The users that can use this account can be specified either directly, by entering the user name, or indirectly, by entering a group or role name. At the latest, any user having that group or role will automatically be entitled to use this account.

There are three access levels for each account and user:

image-1695656706123.png

Password vault

image-1695656753816.png

Launch properties

Defines the properties to connect to the target system.

image-1695656777606.png

Audit information
System properties

Roles

A role is a collection of permissions that can be granted.

On the roles tab, you can view the roles assigned to the account, it is shown information about the role name, description, application or start (and, if proceed, end) date of the role assignment. 

You can also assign roles to the account, you can click the add symbol (+), select the role that you want to assign, depending on the role you must fill the scope, and finally set memberships properties.

It is also possible to revoke roles to the account from the entitlement details or by selecting one or more records from the list and clicking the button with the subtraction symbol (-). 

By clicking on a record, it is shown the detail  role assignment information.

Additionally, you can download a CSV file with the roles information and you can also upload a CSV file to assign or revoke roles.

Effective roles

Hierarchy of permissions assigned to or inherited. 

This screen details the effective roles for the selected account.

Actions

Account query actions

Query

Allows you to query accounts through different search systems, Quick, Basic and Advanced.

Add or remove columns

Allows you to show and hide columns in the table. You can also set the order in which the columns will be displayed. The selected columns and order will be saved for the next time Soffid displays the page to the user.

Add new

Allows you to add a new account in the system. You can choose that option on the hamburger icon or click the add button (+).To add a new account it will be mandatory to fill in the required fields

Delete

Allows you to remove one or more accounts by selecting one or more records and next clicking the button with the subtraction symbol (-).To perform that action, Soffid will ask you for confirmation, you could confirm or cancel the operation.

Download CSV file

Allows you to download a CSV file with the basic information of all accounts. 

Bulk actions

Allows massive operations to be performed on all system accounts.  With that operation, updates can be made to any of the account's parameters. First of all, you must select the records that you want to update, once you have selected them, you must choose the bulk action on the hamburger icon. For more information visit the Bulk action page.

Account detail actions

Apply changes

Allows you to save the data of a new account or to update the data of a specific account. To save the data it will be mandatory to fill in the required fields

Delete

Allow you to remove the account. You can choose that option on the hamburger icon

To perform that action, Soffid will ask you for confirmation, you could confirm or cancel the operation.

Undo

Allows you to quit without applying any changes.

Set password

Allows you to set a new password to the account.

The password can be generated automatically, or you can set the password. The user use this password the first time, 

It will be mandatory the password complies with the Password policies defined for the domain.

If an account is unmanaged, the password will not be sent to the target system.

Show actual account properties

Display the account attributes at the target system. To perform that action, Soffid needs to connect with the target system and get the account attributes that will be shown.

Roles

Assign Role

Allows you to assign a new role to the account. You can choose that option on the hamburger menu or click the add button (+).

Then you need to select a role from the role list. If it is necessary, the next step will be to set the scope. Then you need to check and fill in the membership properties. And finally, apply changes.

Revoke Role

Allows you to revoke one by one or to revoke some roles at the same time.

To revoke some roles at the same time, you need to select the roles, and then click the button with the subtraction symbol (-).

To revoke one role, you can click the role, and then Soffid will show a form with the details. Then you can click the delete button (trash icon).

Soffid will ask you for confirmation to perform that action, you could confirm or cancel the operation.

Import

Allows you to upload a CSV file with the role list to assign permission.

First, you need to pick up a CSV file, that CSV has to contain a specific configuration. Then you need to check the content to be loaded, it is allowed to choose if you want or not load a specific attribute. And finally, you need to select the mappings for each column of the CSV file to import the data correctly and to click the Import button.

Download CSV file

Allows you to download a CSV file with all the information about account roles. 



Roles

Description

Soffid allows you to create roles to specify permissions that can be assigned to a user, a group, or an account. These permissions determine what operations are allowed on a resource. You can use roles to delegate access to users, applications, or services. The main goal is to achieve optimal security administration.

Roles can be defined at different levels:

When needed, generic roles can be created. When such a role is granted to any user, it is converted into a specific role by specifying an organization unit, information system, or a specific value. So, for instance, a generic emergency coordinator role can be created. The master emergency coordinator will have this role granted for the whole organization, while a remote office emergency coordinator will have this role granted for his single unit.

Screen overview