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 navigation bar, hover over the Products menu and select Settings.
2. In the side menu, select Users Management > Users.

Create user

1. In the Users report, in the top bar, click the Add button.
2. In the Add Use screen, 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. New 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 toogle button and click on the Generate button. To display the password, either filled in or generated, click the Hide/Show password button (eye button).
   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. User groups: from the dropdown menu, select the user group the user will part of it

Roles tab

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

1. Click on the Add button 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.
4. Click Continue.

Access policies tab

In this tab, you'll need to indicate the Access policies 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 Continue.

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, click Actions button and select Edit.
2. On the Add User report, under the Settings tab, select Disable on the Status option and save it.

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, identify the user you want to inactivate, click Actions button and select Edit.
2. On the Add User report, under the Settings tab, select Enabled on the Status option and save it.

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, click the Actions button and select Forget user.
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 you want to forget, click the Actions button and select History.
2. The User History displays all the user's information and actions.

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 user you want to inactivate, click Actions button and select Edit.
2. The Add User window will open in edit mode.
3. Change the necessary data and save it.

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