Users

You are able to invite your colleagues in to your organisation as Team Members, giving them access to the Console.

Team Members are prescribed Roles. Roles give the Team Members access to specific areas and functionality of the console depending on the roll they are assigned.

You are also able add App Users, who will have access to specific apps and associated forms.

Team Members

In the Team Members menu you will see a search filter, number of team members, and your list of team members.

Team Members have restricted access to the console depending on their Role.

To add Team Members, select 'Team Members' from the side menu.

Click the Add Team Member Button at the bottom right of the page.

Then add the users' full name and email address, and select the appropriate Role for the team member.

The team member will then receive a welcome email, generated temporary password, and a link to login to the OneBlink console. You also have the option of checking the 'Team member will login using Google account' this will not generate a password. The user can utilise the 'login with google' option in the login screen.

Multi Factor Authentication (MFA)

Multi factor authentication (MFA), also known as two factor authentication (2FA), is a best practice that requires a second authentication factor in addition to a user name and password sign-in credentials. We strongly recommend enabling MFA to enhance your account security. 

To enable MFA, navigate to the Profile screen by clicking the person icon in the top right corner of the screen. 

Authentication is done using an authenticator app like Google Authenticator or Microsoft Authenticator to generate one-time passwords. Follow the steps included in the MFA set-up to configure your authenticator app and start using MFA to securely log in to the platform. 

Roles

Out of the box the LcS Console includes 5 Team Member Roles. These Roles and their corresponding permissions can be found in the Roles menu. From here you can view the number of Team Members in each Roles as well as add, edit and remove Roles. For more information on Roles check out this article.

Environments Restrictions

Team Members can also be restricted by environment. To do this use the "Restrict Environment Access" switch. Once turned on you will be able to select the environments that the Team Member will have access to. Once this has been configured the Team Member will only be able to view, access, and modify the environments that have been configured for their Team Member.

For more information on environments check out this article.

App Users

Users are restricted to the apps they have been assigned to and the forms published within that app. 

1. To add a new User click "My Apps" side menu:

2. Click the "Manage" button on the app you want to add the user to:

3. Navigate to the "User" tab of that app:

4. Click the "Add User" button:

Integrate with Active Directory

We also have the feature that you can use your current Active Directory to authenticate and authorise App users. More information can be found in this article.

Email Sending

You can also configure the From email address for any emails sent from the app, such as the welcome email that is sent to new app users. By default, the email address is support@oneblink.io. Do note that you will need access to the email address you set as the sending email, in order to verify it.

Temporary Password

When a new team member or app user is added and is not using SAML or Google to log in, they are provided with a temporary password. This is used in place of a password when first logging into the platform or app. Once used the team member or app user will be asked to set a new password. Temporary passwords only last 14 days. If the temporary password is not used within those 14 days, then it will expire and a new temporary password will need to be sent.

When a new user is added as a team member or app user the icon next to their user will show as an orange hourglass. This means the user has not yet logged in to the platform and their temporary password has not yet expired. When the temporary password expires the icon will change to a red padlock. When this happens the user will not be able to login and a new temporary password will need to be sent. To send a new temporary password to the user, click the Resend password button. This will send an email to the team member or app user with a new temporary password lasting another 14 days.

Removing Users

If you would like to remove a Team Member or a User, and you have the user management permission enabled, on the Team Member page or in the User tab click the trash icon to the right of their email address. You will be prompted to confirm before deleting.

Authenticated Forms

Only App Users are able to see authenticated forms. 

If an App User wants to access an authenticated form they must first login via a login button in the forms library.

Get Help

If you have any questions or would like assistance with setting up your Team Members or App Users please contact us via this support portal or email support@oneblink.io. We are happy to assist in any way we can.