Managing Users

TABLE OF CONTENTS

• Accessing the User Management Page
• Inviting People to Your CafeX Tenant
  • Inviting people to your tenant
  • Provisioning Users with SCIM
• CafeX User Roles
• Making a User an Administrator
• Deactivating a User in your CafeX tenant
• Reactivating a Deactivated User in Your CafeX Tenant
• Managing Authentication for Your CafeX Tenant
• Toggling Feature Access for Users

As a Tenant Administrator, you can manage user access and roles across your CafeX tenant. This includes inviting new users, configuring authentication, assigning roles, and managing user profiles.

As an administrator, you can:

• 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 user profiles.
• Manage access to integrated applications. See: Managing applications.
• Manage the workspaces created by users.

Accessing the User Management Page

To access the User Management page:

1. Click the three-dot menu in the page header and select Tenant settings.
2. Under the Management section, click Users. This opens the User Management page.

Inviting People to Your CafeX Tenant

As an administrator, you can provision users in the following ways:

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

Inviting people to your tenant

To invite people to your CafeX tenant:

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

CafeX sends an invitation email. Once accepted, the users become active members of your tenant.

Provisioning Users with SCIM

You can automatically provision users using System for Cross-domain Identity Management (SCIM), a standard protocol for identity data transfer between your identity provider and CafeX. For details, see: Setting up SCIM.

CafeX User Roles

Each user in your organization is assigned one of the following roles:

Making a User an Administrator

As an administrator, you can promote a User to 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.

Deactivated users cannot:

• Sign in to 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.

Toggling Feature Access for Users

Administrators can enable or disable feature access for individual users.

To toggle feature access for Users:

1. Open the User Management page.

2. Select a User.

3. Click Toggle features.

4. Enable or disable the listed features as required.

Managing Authentication for Your CafeX Tenant

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.