User Management

Administrators can see the list of all users and manage them. User details such as Name, Email, Teams users belong to and their role can be modified.

Developer Users

Users who have a Developer role can see the list of users and assign forms only in the Development or Test landscape of Turbo Apps. In Production landscape they cannot see the users or work with them

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Provisioning

Managed

Users can be provisioned in the system by Administrators. They can also be bulk created via importing of CSV files.

Auto-Provisioned

Users can also be allowed to sign up using their email id from permitted domains. Users are also auto-provisioned if SSO via SAML is implemented.

Role for auto provisioned users

All users who are auto provisioned will by default have the User role and need to be edited by an Administrator and provided the appropriate role.

Enterprise Login

• SSO login via SAML with any identity providers such as Azure Active Directory, Google Apps and other Identity Providers (IDP) is supported. Please follow the Unvired Administrator SAML SSO Guide for the steps to set this up.
• A legacy login using Active Directory credentials is available. The Active Directory needs to be configured and uers can be logged in using their AD credentials. Users will still need to be provisioned by Administrators though. While this is deprecated in favor of SAML based SSO, you can still use if if SAML cannot be configured for any reasons

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Managing Users

Click on Users in the left sidebar to navigate to the list of users.

The users and the following additional information is displayed:

• First Name
• Last Name
• Role
  • Admin - Administrator. Has complete access and can create additional users also
  • Developer - Can design forms, flows and dashboards. In development/test landscape can also assign forms to users
  • Manager - Can review dashboards and also view the submissions of their team members. Can also modify submitted data to make corrections if Admin has permitted it
  • User Users are team members who work on forms assigned to them and complete them
• Email
• Last Seen: Last login date / time of the user
• Teams the user belongs to.
  • Click on the Team name to edit it

Administrators can also:

• Add new users, modify users, reset their password and assign users to teams
• Allow users to select their own password or set a default one and email it to them automatically

Create

Note

To create a new user, click on the Create User icon at the top. A panel is now displayed where the required details of the new user can be entered:

• First Name: Enter the user’s First Name
• Last Name: Enter the user’s Last Name
• Profile Picture: You can also optionally upload a profile picture if availabe
• Email: Enter the user’s corporate email
• Phone: Optionally enter their phone number
• Teams: Choose the teams that the user belongs to. You can also do this later
• Role: Choose the desired role
• Password: If you want to enter a password manually do so, else choose the Auto Generate option and the system will generate one
• Send A/c Info: If enabled the users’ account information will be emailed to them

Note

Administrator will need to add users if the system is configured for manual provisioning and also not using SAML (SSO). If using the legacy ADS mechanism an additional Field to enter the Active Directory User Name also needs to be filled out.

Update

Note

By selecting a user in the list, Administrators can view user details as above and update them. Team assignments can also be changed.

Sorting & Searching

Note

Click on any of the column headers to sort by that column. Clicking again changes the sort order (Ascending or Descending)

Admins can easily search for particular users by entering a partial name, email or any other column in the search bar. This is particularly useful when you have a large number of users and need to quickly access a user.

Roles

Note

A user can be assigned to one of the four roles:

• Admin: Admin users have full access to all the features in the admin portal. They can create and manage users, create and manage teams, create forms or form sets and assign to teams, add master data, and much more.
• Developer: Developer users have full access to the Development/Test landscape. In Production landscape they can only design forms / flows and import them.
• Manager: Manager is the team leader who is responsible for all the forms assigned to their team. Managers can also review the submitted data and make changes before completion.
• Users: Users are team members who work on forms assigned to them and complete them.

Access to Turbo Forms App

Users of all roles can fill forms using the Turbo Forms App.

Bulk Upload / Create Users

Note

Upload a CSV file using the Upload File option to bulk create users.

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Managing Teams

Note

Teams allow multiple users to collaborate on the same forms and formsets. Teams are created by Administrators. Users cannot join or leave teams, only Administrators can Add/Remove users from teams.

Create

Note

To create a new team, click on Create Team icon in the top bar and enter the required details:

• Team Name: Enter a unique team name
• Description: Describe the team, its purpose etc
• Team Manager: Assign the Team Manager, needs to be an existing user

Add User to Team

Note

To add a user to a team, click on the User Name to display existing user details. Now click on the Teams dropdown and select all the teams the user needs to be a part of. To remove Team membership, unselect the team.