User management (by your end users)
Account-Based Licensing settings
Before you start allowing your users to self-manage, you will need to have set them up in your Nalpeiron vendor portal. This will determine whether users will be granted access to software or an application, typically via a username and password or an external identity management solution, such as Microsoft Azure AD, Okta, OneLogin, Ping Identity, ForgeRock, Auth0, or Oracle Identity Manager.
We show both use cases here, one with a password and one using an IDP.
Learn how to set up ABL for your users.
When no Identity Provider is used (password access)
With this setup, your customers' administrators can manage their end users, adding, removing, and editing their own accounts, as well as importing them from a CSV file.
This process for your admin users is for non-IDP configurations only
Adding new users - internal customer end users
First, your end-user admin navigates to the "Users" section in the EUP interface (once it has been enabled).
Now they can add the end user's email address, first name, last name, and their assigned role (permissions). Their email is an element that can't be changed after adding a record.
Clicking "create" saves any changes and sends the user an invite to access the EUP with the role permissions set.
Sending the new users an access email
When you add a new user record, the EUP back end will automatically send the end user an email from your EUP instance. An example is above.
As you can see, the email has been branded with the company name and logo.
All the end user needs to do is click "Set your password" to get access.
Clicking this will send them to a login process explained here.
Resending the access email
If there was an issue with the end user getting their access email, navigate to the user's record.
Click the "Resend invitation" button on the bottom right of the record.
Click "yes" to resend the email. The email format is above.
The user admin can also do this from the main user list.
Importing new users - internal customer end users
Adding users in bulk can be an effective way to add them to the system and save time. First, download the template for the file that you will reimport, format, and clean your data, then import it into our system.
First, your end-user admin navigates to the "Users" section in the EUP interface (once it has been enabled).
The admin will then click the "Import Users" button.
This gives the admin the tools needed to upload their end users in bulk via a CSV file format.
Download the template
From the Import Users screen, the admin will download the template file as a CSV file.
Open the CSV file in the appropriate application (typically MS Excel).
Fill in the worksheet with applicable data:
FirstName
LastName
Role
Upload the CSV file.
Once the worksheet is created with the appropriate data, click "Upload customers from CSV file".
To avoid painful data cleanup, we recommend first uploading a smaller sample of a few users and checking to ensure no errors.
NOTE: the file requirements
Header row with column names is required
Use the correct input format for each field type
CSV file must be in UTF-8 encoding
Column separator “,” (comma)
Once you have successfully uploaded your file, you will get an alert in the UI.
Review the imported data.
Once the data has been successfully imported, you can review the outcome and determine whether it was successful or failed on the Import page, located at the bottom, in the import status box.
Finally, navigate back to the users section and review your imported customers for accuracy.
Editing users - internal customer end users
Your end-user admin navigates to the "Users" section in the EUP interface (once it has been enabled).
They select a user by clicking on the line in the list. Here we selected "Test ForEUP" user.
Next, click the "Edit" button at the top right of the user record.
Now they can edit the first name, last name, and their role (permissions). Their email is an element that can't be changed.
NOTE: Self-Management Restrictions
You cannot change your own role (e.g., downgrading from Admin to User).
To change your role, you must ask another Administrator to do it for you.
Clicking "save" saves any changes.
Removing users - internal customer end users
Your end-user admin navigates to the "Users" section in the EUP interface (once it has been enabled).
They select a user by clicking on the line in the list. Here we selected "Test ForEUP" user.
Next, click the "delete user" button at the top right of the user record.
NOTE: Self-Management Restrictions
You cannot delete your own user account.
If you need to be removed from the system, another Administrator must perform the deletion.
The user will then get a warning before deleting the user record, and if there are entitlements attached, that information will also be included in the warning.
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