How do I add a user to the platform?

You'll learn how to create a User and add the user to a Team.

Overview

To create a user you have a few options depending on how you've configured your platform. Please jump to the section below that pertains to you best.

• Local User Management (No SSO)
• Local and Remote User Management (Basic SSO)
• Remote User Management Only (Advanced SSO - coming soon)

Local User Management (No SSO)

Without SSO integration an Admin will be responsible for creating every user BEFORE they attempt to login to the platform. 

1. As an Administrator, Go to Settings
2. Click on Users
3. If Creating a Single User Click on Create New User
   1. Fill out the form: 
      1. Email (Required)
      2. First Name (Optional)
      3. Last Name (Optional)
      4. Team
         1. If you have not created a specific Team for this user yet, place this user within the default teams of Default or Admin.
         2. If you'd like to create a Team, follow this guide.
4. If you want to Create Multiple Users Click on Create Multiple Users
   1. Fill out the form: 
      
      1. Team
         1. If you have not created a specific Team for this user yet, place this user within the default teams of Default or Admin.
         2. If you'd like to create a Team, follow this guide.
      2. Email (Required)
         1. Provide a list of emails.

At this point the user(s) will receive an e-mail at the email provided above with instructions on how to complete the sign up process. As soon as they login, they will be given the privileges and data access based on the Team(s) they are a member of.

Remote User Management (Basic SSO)

With Basic SSO integration enabled, you are choosing to manage all of your users within your SSO Provider. We support SAML2.0 SSO integrations with the leading providers. 

Create User (User will be created when Authenticated SSO)

You do not have to create a user manually within the platform when using SSO.

Users will navigate to the platform login page and will be asked to provide their email address. Depending on their email domain they will be routed to the specific SSO Provider for authentication. If a user is authenticated by their SSO provider, the platform will create the user account if it's their first time logging in. 

The user account will be added to the Default Team automatically.

as an authenticated user is routed to the UVRM platform from your SSO their user account will be created and placed within the Default Team by default. This allows them to login immediately and have limited access to the platform. Admins will have to move these users to specific Teams to enable them to have more specific privileges and data access.

Move User to Team

1. Find the user(s) within the Users page or the Default Team page. 
2. Select the user within the Users Table
3. Click on Assign Team
4. Fill out the Form by selecting the specific team you'd like to assign these users to.

Note: With Basic SSO, Admins are still able to create and manage users locally within UVRM. You can use the Source column within the Users and Teams pages to see where the user was created from. 

Remote User Management Only (Advanced SSO - coming soon)

By end of 2023, we will implement SCIM APIs to enable Okta and Azure AD Auto Provisioning (and any other SSO provider that supports SCIM endpoints). 

In this configuration, Admins will only be able to manage user creation from their SSO and not within the Platform. Admins will still have to manage Team to SSO Group mappings and Team Role and Data Access assignments.