How to manage users

User creation and management are crucial to the administration of security systems, as they allow granular control of access and actions, authentication and authorization of each user, auditing, and identity management. These practices not only help protect sensitive data from unauthorized access but also ensure that each user can only access the information and tools they need for their specific tasks.

Requirements

• Be registered/enabled as a PAM operator or system administrator in senhasegura.

Path to access

1. On senhasegura, in the upper-left corner, click the Grid Menu, represented by the nine squares, and select Settings.
2. In the side menu, select User management > Users.

Create user

1. In the Users report, in the top bar, click View actions, represented by the three vertical dots icon, and in the drop-down menu, select New.
2. In the User window, fill in the fields as indicated.

Settings tab

In this tab, you should enter the user's general settings.

1. Name: name of the user. For example, Test.
2. User name: user's username. For example, senhasegurateste.
3. Password: fill in a temporary password, as the user will be required to change it on their first access.
   1. You can also leave no password set or generate a password. To generate a password, select the Set current password checkbox and click on the Generate a password option. To display the password, either filled in or generated, select the Display password checkbox.
   2. When creating a new password, the user must pay attention to the characters allowed:
      1. Latin letters (for example: A-Z, a-z).
      2. Numbers (for example: 0-9).
      3. Special characters (for example: \! @ \# $ % ^ & \* ( ) \_ \+ \[ \] { } | ; : , . \< \> ? / \~).
      4. Diacritics and Accented Characters: (for example: Á, á, â, ç, Ç, Ñ, Ü).
      5. Nordic and Germanic characters (for example: Å, ß, Æ, Ø).
      6. Cyrillic (Russian) characters (for example: А-Я, а-я).
      7. Copyright symbols (for example: ®, ©).

4. Department: in the drop-down menu, choose the department to which the user belongs.
5. E-mail: fill in the user's email address.

1. Telephone: fill in the user's telephone number. Use the 55-11-12345678 format.
2. Status: indicate the status in which the user will be created. It can be Active or Inactive.
3. In the User groups section, indicate which user group this user will belong to. To do this, click on the plus icon next to the word Add and choose the user group from the drop-down menu.
   1. You can add more than one user group to each user.

Roles tab

In this tab, you should add the user's roles.

1. Click on the plus icon next to the word Roles to open the Roles modal.
2. In the Roles modal, select the role that will be added to the user.
   1. You can select more than one role.
3. Click Add.

Access groups tab

In this tab, you'll need to indicate the Access Groups to which the user will belong. To do this, select the checkbox for each group you want to add the user to.

To finish creating the user, click Save.

Inactivate a user

It's possible to inactivate a user on senhasegura. This action only prevents the user from accessing the platform, keeping all their data intact. To inactivate a user, follow the steps below:

1. In the Users report, identify the user you want to inactivate and click Edit, represented by the pencil and paper icon, in the Action column.
2. The User window will open in edit mode.
3. In the Status field, select Inactive.
4. Click on Save.

Reactivate a user

Once a user has been inactivated, it's possible to reactivate that same user, restoring their access and data. To reactivate a user, follow the steps below:

1. In the Users report, in the top bar, under Active, select No from the drop-down menu.
2. Click Filter.
3. In the Inactive users report, identify the user you want to reactivate and, in the Action column, click Edit, represented by the pencil and paper icon.
4. The User window will open in edit mode.
5. In the Status field, select Active.
6. Click Save.

Forget a user

The action of forgetting a user masks all their personal data, making it impossible for any other user to access it. To forget a user, follow the steps below:

1. In the Users report, identify the user you want to forget and, in the Action column, click on the three vertical dots icon and select Forget user from the drop-down menu.
2. In the confirmation modal, read the information carefully and click Yes.

Access a user’s history

You can view or print a report with the user's entire history. This type of action is essential for audits and internal control. To access a user's history, follow the steps below:

1. In the Users report, identify the user whose history you want to access.
2. In the Action column, click the three vertical dots icon and select History. The User History displays all the user's information and actions.
   1. When you click on History, the User History window opens and automatically displays the print screen. To view the report, simply cancel the print operation.

Edit a user

You can edit the data of a user already registered within senhasegura. This type of action is useful when contact or access information needs to be updated, for example. To change a user's settings, follow the steps below:

1. In the Users report, identify the one whose information you want to change.
2. In the Action column, click Edit, represented by the pencil and paper icon.
3. The User window will open in edit mode.
4. Change the necessary data and click Save.

Do you still have questions? Reach out to the senhasegura Community.