Optimize Your User Access Management
Set specific access rights, view detailed profiles, add users, and track user activities directly within your platform. Users & Permissions is designed to give you the power to control user access with precision, ensure each member's details are up-to-date, and oversee the actions taken within your system for better management and security compliance.
Prerequisites
To use the Users & Permissions section in the Arxus Portal, you need:
Access to the Arxus portal with the appropriate permissions to use this feature.
How to activate?
If your company has this service active, and you still can’t use it, contact your company portal administrator (usually this person, is who in your company has “Full Role” rights to the users and permission section)
Overview of Users & Permissions
The Users & Permissions section is divided into three main tabs:
Profiles
Permission Groups
Activities
Profiles Tab
The Profiles tab is where you'll manage users and contacts within your organization The profile's tab dashboard offers you a comprehensive view of all users and contacts in your organization. It includes:
Search Bar: Quickly find users or contacts by their name.
Add Filter: Apply filters to narrow down the list of profiles.
Add Profile: Click the Add profile button (located at the top right, as shown in the screenshot) to create a new user or contact.
Profile List: Displays all users and contacts along with their status, name, type, email, and roles (Technical Contact, Commercial Contact, DPO Contact, Watchlist Contact, Security Incident Escalation Contact).
To view detailed information about users or contacts, click on one from the list. This will open opens a detailed view on the right side of your screen with 3 tabs;
Details: View and edit basic user information and contact types.
Permissions: Assign and manage permission groups for the user.
Activities: View the user’s recent activities within the portal.
Details
From within the details tab of a selected user, you can;
Edit Profile Info: Modify user details such as name, job title, department, and communication language.
Edit Contact Type: Specify the user's roles such as Technical Contact, Commercial Contact, etc.
Edit Full Profile: Comprehensive edit options for the profile.
Reset Password: Change the user’s password.
Revoke Access: Remove the user’s access to the portal.
Delete Profile: Permanently delete the user’s profile.
You can edit all of the elements above by clicking on the edit icon.
Creating A User.
Click on + Add Profile located in the top right corner of the Profiles tab
Enter Basic Information
Fill in the email address of the new user
Select the appropriate salutation from the dropdown menu
Provide the preferred language for communication
Input the user's first and last name.
Specify the user's job title and department and phone number.
Optional: Set Contact type
As a user can also be set as a contact to receive targeted communications depending on his contact type, you can choose which contact type to assign them.
Assign Permission Groups
Add the user to one or more permissions groups so they can have access to various applications by either:
Searching in the list of permission groups select it and assign the user to it.
Search and select a user with the same permissions you would like to give them.
Set cell phone number
Add or confirm a cell phone number for initial login via MFA. This is required
Review and Confirm
Carefully review the chosen permission groups or roles, and information to ensure they align with the user's needs and security policies.
User Confirmation
Ensure that the user receives a confirmation email with their new account details and any action items required on their part to activate or use their account.
Permissions
The Permissions tab within the detailed view of a user's profile is crucial for managing which applications and services the user can access. Here’s what you can do in the Permissions tab:
Assign Permission Groups:
Click on Edit permissions to assign or modify the permission groups for the user.
Permission groups define the level of access and the specific applications and services the user can interact with within the portal.
View Assigned Permission Groups:
A list of all permission groups currently assigned to the user is displayed.\
You can expand each permission group to see more details about the permissions included.
Add or Remove Permission Groups:
You can add the user to new permission groups or remove them from existing ones based on their role and requirements.
Activities
The Activities tab within the detailed view of a profile in the Profiles tab under Users & Permissions provides a comprehensive log of the user's activities within the Arxus Portal. This feature is essential for auditing and monitoring user actions.
From here you can;
Timestamp: The date and time when the activity occurred.
Email: The email address of the user who performed the activity
Description: A brief description of the activity, such as login attempts and other interactions with the portal.
Filtering and Searching
Search Bar: Allows you to search for specific activities by description.
Add Filter: Apply filters to narrow down the list of activities based on different criteria.
Permissions Groups
The Permission Groups tab within the Users & Permissions section provides a comprehensive view and management interface for all permission groups within your organization. Here, you can:
View All Permission Groups: See a list of all existing permission groups.
Create New Permission Groups: Add new groups tailored to specific roles and responsibilities.
Manage Existing Groups: Add or remove users from groups and modify group permissions.
Dashboard Overview
The Permission Groups tab displays a dashboard where you can:
View Permission Groups: A list of all permission groups, along with the number of role groups and users in each.
Search and Filter: Use the search bar and filter options to find specific permission groups quickly.
Add Permission Group: Click the "Add permission group" button to create a new group.
Viewing and Editing Permission Groups
When you click on a permission group in the list, you can view and manage its details, including:
Permissions: See the roles and access rights included in the group. Role groups provide access to specific functionalities within the ecosystem, covering all applications and services included in the permission group.
Users: View all users assigned to the group. You can also manage these users, adding or removing them as necessary. Or delete the Permission group if necessary.
Permissions
The Permissions tab within a permission group shows:
Role Groups: Lists the roles included in the permission group, defining access to specific functionalities.
Editing Permissions: You can edit the permissions of the group by clicking the "Edit permissions" button.
Users
The Users tab within a permission group shows:
Users in the Group: Lists all users assigned to the permission group.
Managing Users: You can add or remove users from the group by clicking the "Manage users" button.
Delete permission group: You can delete the permission group by clicking the
Creating a Permission Group
To create a new permission group, follow these steps:
Click on 'Add permission group': Located in the top right corner of the Permission Groups tab.
Enter the Name and Description: Provide a name and description for the new permission group and click "Next".
Select Portal Roles: Choose the portal roles to include in the permission group, granting access to specific parts of the portal. Use the toggles to add or remove roles.
Select Application Roles: Choose the application roles to include in the permission group, granting access to different applications within the ecosystem.
Confirm Creation: Review the configuration of the new permission group and click "Confirm" to create the group.
Get Help
If you need more help, contact your Customer Success Manager, reach out to our Service Desk support, or type your question in the chat to our support team. They will be ready to assist you.