Oloid

This document provides instructions to invite a Tenant Admin to the Oloid Portal.

How to invite a Tenant Admin

This document provides step-by-step instructions to add and invite a Tenant Admin in the Oloid Portal.

How to add and invite a Tenant Admin

This document provides instructions to reset password for tenant admin in the Oloid Portal.

How to send reset password link for Tenant Admin

This document provides instructions to invite a Supervisor to the Oloid Portal.

How to invite a Supervisor

This document provides instructions to create and invite a supervisor in the Oloid Portal.

How to add and invite a Supervisor

This document provides instructions to reset password for supervisor in the Oloid Portal.

How to send reset password link for Supervisor

Adding/Deleting Applications for Supervisors

This document provides instructions to remove someone as a supervisor in the Oloid Portal.

How to remove a user from a Supervisor role

This document provides instructions to remove someone as a tenant admin in the Oloid Portal.

How to remove a user from Tenant Admin role

How to configure CloudKey?

How to provide Oloid admin access to the tenant

This document provides step-by-step instructions to Check and Configure Tenant Details

How to Check and Configure Tenant Details

This document provides step-by-step instructions to associate a group with Supervisor  in the Oloid Portal.

How to associate Group with Supervisor?

How to activate Supervisor Privilege

This document provides step-by-step instructions to allow the admin to grant supervisors access to create or activate endpoints.

How to activate Endpoint Pairing action for Supervisor in Tenant Admin Portal

This document provides step-by-step instructions to configure and access the Oloid User Portal.

How to Configure Oloid User Portal in Tenant Admin Portal

User Roles and Permissions in Oloid Portal

Windows Login - How to generate Auto-Pair config file for Windows Login in Tenant Admin Portal

How to Generate a Client ID and Secret for Oloid API Calls

This document provides step-by-step instructions to generate Application Programming Interface (API) Key in Tenant Admin Portal.

How to Generate Application Programming Interface (API) Key in Tenant Admin Portal

How to create credential preferences in Oloid Portal

This document provides step-by-step instructions to enable Read-only Mode for Tenant Admin.

How to Enable Read-only Mode for Tenant Admin

This document provides step-by-step instructions to enable Read-only Mode for Supervisor.

How to enable Read-only Mode for Supervisors

This document provides step-by-step instructions to view the Activity Log in Tenant Admin portal.

How to view Activity Log in Tenant Admin Portal

This document provides step-by-step instructions to reset password in the Tenant Admin Portal.

How to reset password in Tenant Admin Portal

This document provides step-by-step instructions to generate Role based Credential API token in Tenant Admin Portal.

How to generate Role based Credential API token in Tenant Admin Portal

This document is a step by step guide on how to configure and enable HR Picture verification for users from the Tenant Admin Portal.

How to Enable HR Picture Verification for User Portal

This document provides step-by-step instructions to configure the PIN in the Tenant Admin Portal.

Tenant Admin Portal - How to Configure PIN

Tenant Admin Portal - How to Activate and Send Wallet Pass to User

Accounts and Settings

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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