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Managing CafeX

Managing Users

Modified on Tue, 05 Sep 2023 at 09:51 AM

As a tenant’s administrator you can do the following:

  • Review the Users within your tenant.
  • Invite and provision people to become a User of your CafeX tenant.
  • Manage an authentication provider for your tenant.
  • Manage your Users’ profiles.
  • Manage the integrated applications that your Users have access to.
  • Manage the workspaces your Users create.

Accessing the User Management page

The User Management page is found in the Tenant settings section, which is accessible through the three-dot menu in the page header.

The User Management page can then be accessed by the Users item in the Management group.

Inviting people to your CafeX tenant

As an administrator you can provision people in the following ways:

  • Invite them to your tenant.
  • Configure SCIM to work alongside your identity provider.

Inviting people to your tenant

To invite people to your CafeX tenant:

  1. Access the User Management page.
  2. Click Add.
  3. Enter the email addresses of the people to invite to CafeX.
    • Before you continue, CafeX validates the email addresses you provide.
  4. Click Invite.

CafeX sends an email to the addresses you provide that invites them to sign up for CafeX.

If they accept the invitation, they are then active Users of your tenant.

Provisioning Users with SCIM

System for Cross-domain Identity Management (SCIM) is a standard for transferring identity information between a domain and CafeX, automatically—see: Setting up SCIM.

CafeX role types

Users of your organization that you provision to use CafeX have one of the following roles:

ADMINAdministrators manage the CafeX account for their organization.
STANDARDA standard User within your organization.
PENDINGCafeX has sent an invitation to sign up and use Cafex and they still have to accept it. When they complete sign up, CafeX allocates the STANDARD role.
OWNERCafeX reserves this role for future use. This is currently equivalent to ADMIN.
DEACTIVATEDThe person can no longer sign in, or use CafeX.
PENDING DEACTIVATEDThe person did not complete sign up, and can no longer sign up to CafeX.

Making someone an administrator

To make a User in your organization an administrator:

  1. Access the User Management page.
  2. Select the User to promote to administrator.
  3. Click Make admin.

Deactivating a User in your CafeX tenant

As a tenant’s administrator, you can deactivate Users of your tenant.

To deactivate a User:

  1. Access the User Management page.
  2. Select the User to deactivate.
  3. Click Deactivate.

When you deactivate someone, they can not:

  • Sign in to use CafeX.
  • Reset their password.

Reactivating a deactivated User in your CafeX tenant

As a tenant’s administrator, you can reactivate a User of your tenancy who is deactivated.

To reactivate a User:

  1. Access the User Management page.
  2. Select the User to reactivate.
  3. Click Reactivate.

Managing your authentication provider for CafeX

As an administrator you can configure an alternative authentication provider for your organization by using SAML. Security Assertion Markup Language (SAML) is a standard for managing authentication and authorization between parties identity providers and service providers. See: Setting up SAML.

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