Managing users
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This article contains information for administrative users, who have permission to edit users on an instance. The initial user, created by PayAnalytics, is the first administrator and is in charge of creating the other users.
Creating a user
To create a user, proceed as follows:
Select the Users in the main bar, then click Add user.
Enter the Username, the Name and the Email address of the new user.
Specify the access the user will have to manage operations, features, and data. You can either do this by assigning the user a predefined Role or by defining the access directly. For more information on predefining user roles and access controls, see Detailed access control. If no access control is specified, the user will get access to all features of the system and all data that has been and will be uploaded.
Click Save to keep your changes.
The user will automatically receive an email from bot@payanalytics.com with instructions on how to log in to their account and set their password.
Creating a user when using SSO as a login method
The way new users are added to the system through (SSO) depends on a single setting: whether automatic user creation is enabled in your configuration.
Automatic User Creation is NOT Enabled
In this case, an administrator must manually create each user account before a person can log in using SSO. As an admin, you can do this by navigating to Users in the main bar and selecting Add user. You'll need to enter three key pieces of information: the Username (which must match their SSO login), their Name, and their Email address.
Once you've done this, the user is all set to log in.
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It's important to remember that users will not receive a welcome email from bot@payanalytics.com because their account was created through this manual SSO process.
Automatic User Creation IS Enabled
When this setting is on, users are automatically created the first time they successfully log in via SSO. The system will pull their username, email, first name, and last name directly from the SSO data to create their new account.
After a user has been automatically created, an admin still needs to grant them a role to give them access. To do this, go to Users in the main menu, click Edit on the user's name, and change their Role. Assigning the No Role option grants them full access to all features and all existing and future data. For more detailed information on specific user roles and restricted access, you can refer to the Detailed access control article.
Deactivating a user
When a user should not have access to the system anymore, their account should be deactivated.
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For audit and traceability purposes, user accounts can't be deleted, only deactivated.
To inactivate a user, proceed as follows:
In the settings icon select User in the main bar. Now you can see users split in two lists, one for the active users, and another for the inactive users.
Click the Edit button of the user you would like to inactive.
You are now redirected to the user’s settings page. Uncheck the User is active box at the top.
Click Saveto confirm the inactivation of the user.
When you go back to the users page, you will see that the user has been moved from the top of the list to the bottom, which means that the user will no longer be able to log into PayAnalytics.