User Management
The Users button under "Security & User Management" in the Admin Dashboard allows an admin to view user information and last login date, add users, change passwords, manage authentication providers, lock users, manage MFA per user, disable users, and delete users.
- First Name: The user's first name.
- Last Name: The user's last name.
- Email: The user's email and used to send notifications and account-related emails.
- Tenant ID: The ID of the tenant that the user belongs to.
- User ID: The unique ID of the user.
- Last Login: The date stamp that the user last logged in.
- Authentication Provider: The provider used to authenticate the user.
- Change Password: Clicking this will send a password reset email to the email address provided. A warning message will appear to confirm the action.
- Account Locked: PlexTrac will lock a user out after multiple failed attempts to protect against brute force attacks. When a user is locked out, this field is not greyed out and will toggle on to identify the user is locked out. The toggle is then actionable for an admin to unlock the user.
- MFA Enabled: When enabled by an admin, either at the global level or by a user individually, an admin can disable MFA if a user loses a token and needs to reset MFA.
- User Disabled: This prevents a user from logging in when access needs to be temporarily restricted.
- Delete: This removes a user from PlexTrac and is used when access needs to be permanent.
If custom roles are required, create these before adding users. Otherwise, new users will need an assignment to an existing role, and adding the custom role later will be an additional step.
Step 1: From the Users page of the Admin Dashboard, under "Security & User Management," click Add Users.
Step 2: A modal appears. Enter the email, first name, last name, role, and classification level (if applicable) for the user, as well as identify if the user should belong to the Default Group.
The Default Group is a collection of users that, by default, has access to all clients in PlexTrac. When a user is added to the Default Group, they are granted access to all existing clients. When a new one is created, they are automatically assigned access.
Removing a user from the Default Group does not remove previously granted client access but only removes the automatic assignment to new clients.
Step 3: Click Add User to repeat the process and add more users. When finished, click Create user.
A message will appear confirming the addition, and the new user will appear on the Users page.
Users also can be created in bulk using a CSV template.
To download the template with four sample values, click the file here:
PlexTrac Users CSV Template.csv
303B
Text
The CSV file has five fields to collect user information to be imported:
CSV header | required field? | Notes |
|---|---|---|
email | yes | A vid email format is required. |
first name | yes | |
last name | yes | |
role | no (will default to a value of "Standard User" if left blank or a custom role is used) | Accepted values are the default PlexTrac roles: admin, standard user, and analyst. The values are not case-sensitive.
NOTE: The backend value of STD_USER for the role of "standard user" is also valid.
Custom role names can be used and will not break import, but at this time, any values in the CSV beyond the standard values listed above will map to "Standard User" by default when the import is first loaded and require manual intervention to update before completing the import task (see instructions below). |
default group | no | Accepted values are TRUE (user belongs to default value) and FALSE (user does not belong to default group). |
Step 1: Download the PlexTrac Users CSV Template.csv file, delete the sample values, and enter the user information to import.
If any custom roles exist in the CSV file not currently in PlexTrac, add them now before continuing to reduce rework.
Step 2: From the Users page of the Admin Dashboard under "Security & User Management," click Add Users.
Step 3: A modal appears. Click Import users from CSV.
Step 4: A window opens to select the CSV file from the computer. Select the file to import.
Step 5: The information in the CSV file is imported into the "Add New Users" window for review.
Step 6 (optional): If standard roles were used, no changes are needed. If a custom role was assigned to an imported user, manually select the custom role by clicking the "Role" pulldown menu for impacted user and selecting the desired custom role value.
If two roles were created with the same name, it is not possible to differentiate in the pulldown menu, which is why it is a best practice to use unique role names.
Step 7: The tool may retain a blank row at the top that must be removed before importing. Click Delete for that row.
Step 8: Click Create X users.
A message will appear confirming users were added (the time required depends on the number of users). The users will appear on the page.
Password reset emails can be sent to users by clicking the green circle icon under the "Change Password" column for the desired user.
A dialog box will appear asking for confirmation. Click Send Password Email.
Last modified 4mo ago