Introduction
The User Details page in the Tenant Admin Portal allows admins to update a user’s profile and to create, assign, and manage the user’s credentials, groups, and consent.
Prerequisites
You must have admin access to the Tenant Admin Portal.
The user must be created. For more, refer to Tenant Admin Portal - How to Create User | Oloid Help Center
Steps to Configure User Details
Log in to the Tenant Admin Portal.
On the home page of the portal, click Directory icon on the left panel menu.
The Users page is displayed.
Click on preferred Username to edit.
The User details page is displayed.
Configure the following:
The User details are configured.
Configure Details Tab
The Details tab allows you to view and update the user’s profile information.
Do the following:
Edit Full Name. (if required)
Enter User Email ID. (optional)
Enter Badge ID/Secondary ID. (optional)
Enter Wiegand Format. (optional)
Enter External ID. (optional)
Enter Phone. (optional)
Select User Type from the drop-down list. (optional)
Enter Supervisor Name. (optional)
Enter Supervisor Email. (optional)
Enter Other Identifiers (optional)
How to Add Identifiers
Note: For more, refer to Oloid Platform - How to Add Other Identifiers | Oloid Help Center
Click Save.
The Details tab is configured successfully.
Configure Credentials Tab
The Credentials tab allows you to create, assign, and manage the credentials the user can use to authenticate.
Face tab
To use Face as credential, configure Face option. The Face tab allows you to add the user’s face or invite the user to add it for face authentication.
Note: The user’s face cannot be added until the user provides consent in the Oloid User Portal.
Do the following:
Upload Face: This option allows you to upload the user's face. For more, refer to Tenant Admin Portal - How to Add Face of a Single User | Oloid Help Center
Capture Face: This option allows you to capture the user's face. For further information, see How to capture face of a single user Tenant Admin Portal - How to Add face using Capture Face | Oloid Help Center
Invite to Add Face: This option sends an email to the user with a link to upload their facial image. For further information, see Tenant Admin Portal - How to Invite to Add Face via Email/SMS to User | Oloid Help Center
The face is configured successfully.
QR Code tab
The QR Code tab allows you to create and share the user’s QR Code for QR Code authentication.
Do the following:
Create QR Code: Select this option to create QR Code for the user. For further information, see How to create QR Code as credential for user
Send QR Code on Email: Select this option to send the QR code to the user's registered email ID. For further information, see How to send QR Code on Email
Send User Portal Link: Select this option to send the user the User Portal Link via email, allowing them to manage their credentials, including viewing or downloading the QR code. For further information, see How to send QR Code credential to user using user portal link
Badge ID tab
To use badge as credential, configure Badge ID option. The Badge ID tab allows you to assign or enroll a user's badge for authentication.
Do the following:
Assign Badge: Select this option to manually assign a badge to the user. For further information, see How to assign Badge ID as credential to users
Scan Badge to Enroll: Select this option to scan or enter badge ID to enroll a new badge for the user. For further information, see How to enroll users using badge scan in Oloid Portal
Note: Changes here create temporary badges. Use 'Replace Badge' for permanent changes.
Windows Password tab
To use Windows Password as credential, configure Windows Password option. The Windows Passwords tab allows the admin to create and manage the user's Windows login credentials.
Do the following:
Create Password: Select this option to generate a new Windows password for the user. For further information, see How to create Password for Windows Login
Add Windows Shared Password: Select this option to add Windows shared credentials for Windows systems, which multiple users can access. For further information, see How to assign Shared Credentials to user
Invite to add password: Select this option to Invite users to Add Windows password for Windows systems. For further information, see How to send invite to add Password to a user
Vault Passwords tab
To use Vault Password credential, configure Vault Passwords option. The Vault Passwords tab allows you to manage the user's web password credentials.
Do the following:
Create Password: Select this option to create password for web (Chrome Vault) application. For further information, see How to create Vault Password for a user.
Add Vault Shared Password: Select this option to assign a shared password for web (Chrome Vault) application. Please refer: Chrome Vault: How to Add Vault Shared Password for a User in the Tenant Admin Portal
Windows Passkeys tab
To use Windows Passkey credential, configure Windows Passkey option. Windows Passkey tab allows you to manage the user's windows passkey credentials.
Do the following:
Create Windows Passkey: Select this option to create Windows Passkey for Window Login application. For further information, see How to create Passkey as credential for users in Oloid Portal.
Create Windows Shared Passkey: Select this option to create Windows Shared Passkey for Window Login application. For further information, please refer: How to Assign Windows shared Passkey for a user in the Tenant Admin portal
Vault Passkey
Vault Passkey is automatically created after passkey generation under the user profile. The Vault Passkey tab allows you to manage the user’s web passkey credentials. For information please refer: Oloid Platform - How to View and Edit Vault Passkey (FIDO2 certificate)
PIN tab
To use PIN credential, configure PIN option. The PIN tab allows you to manage the user's PIN configuration.
Do the following:
Add PIN: Select this option to add PIN to the user. For further information, see How to add PIN as credential to users.
Send Reset PIN Email: Select this option to allow users to Reset PIN. To add and configure PIN. For further information, see How to send invite to set Pin on Email to a user.
Send PIN: Select this option to send the PIN via Email or SMS to the registered users. For further information, see How to Send PIN to User via email in the Tenant Admin Portal | Oloid Help Center.
Lock PIN: Select this option to Lock the PIN and prevent the user from authenticating. For further information, see Tenant Admin Portal - How to Lock PIN Credential for a User
NFC/ID tab
To use NFC/ID credential, configure NFC/ID option. The NFC/ID tab allows you to manage the user's NFC/ID configuration.
Assign NFC/ID: Select this option to assign NFC/ID to the user. For further information, see How to assign NFC/ID as a credential to the user.
TOTP tab
TOTP (Time-based One-Time Password), which links the user’s account to an authenticator app, such as Google Authenticator or Microsoft Authenticator, that generates a time-based one-time code for multi-factor authentication.
CloudKey tab
To use CloudKey credential, configure CloudKey option. The CloudKey tab allows you to manage the user's CloudKey configuration.
Create CloudKey: Select the option to create CloudKey. For more information, see How to add CloudKey as credential to users
Configure Groups tab
The Groups tab allows the Tenant Admin to add users to a Group. For more information, refer to Tenant Admin Portal - How to Map User to a Group
Configure Transactions Tab
The Transactions tab allows you to view the transaction history of the user.
Configure Consent tab
The Consent tab shows the user’s current consent status and their complete consent history.
Note: Consent Status are as follows:
Provided: User has provided consent for adding face
Denied: User has rejected consent
Pending: User has been sent the consent and user action is pending.
Reconsent Pending: User had previously denied consent and was re-shared the consent and user action is pending.
Click the download icon to save consent file.
Select Consent History tab to view past consents and their status.
Keywords
| User management | User details | Configure user details | User credentials | Assign user credentials | Face | QR Code | Badge ID | Windows Passwords | Vault Passwords | Windows Passkey | PIN | NFC/ID | CloudKey | Groups | Consent | Tenant Admin Portal |