Skip to main content

Export settings and objects

Description

User type is the way to categorize users and allows configuring different password policies. Those policies can be more or less restrictive depending on the user's risk. For instance, internal users (automatically created) are different from external ones.

Therefore, this field is very useful for the following cases:

  • Sort or list the users on the user's page or in the reports
  • Apply different password policies
  • Apply restrictions on the synchronization of Soffid to the target systems
  • Ease configuration in automatic rules or custom scripts

Be in mind that a user always must belong to a User Type.

Overview

image-1669823315792.png

  1. User: each user must be assigned a user type.
  2. Account: the shared or privileged accounts also require having selected a user type to associate it with a password policy

Standard attributes

  • Short name: internal code used to identify the user type.
  • Description: brief description of the user type.
  • Unmanaged: (yes|no) if unmanaged is Yes, users belonging to this category will not be propagated to final systems.  You must use it when you are developing a PoC.

Actions

User type query

Add new

Allows you to create a new User type. You can choose that option on the hamburger menu or clicking the add button (+).

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

Delete

Allows you to remove one or more User type 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 type list to add or update User types 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 user types. 

User type detail

Apply changes

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

Delete

Allows you to delete the User type. To delete a host you can click on the hamburger icon and then click the delete button (trash icon).

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

Undo

Allows you to undo any changes made.


Back to top