Difference between revisions of "Common: LDAP Settings"
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imported>Aeric (Created page with ":* '''Default Team -''' A new user's default Team. ::: ''The team assignment can be changed in the platform after the user logs in.'' :::: The user can change it in their [[P...") |
imported>Aeric m (moved Common:SAML LDAP Settings to Common: LDAP Settings: SAML on this page is misleading, since this is an LDAP configuration page) |
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::<hr width="500"> | |||
:* '''Default Team -''' A new user's default [[Team]]. | :* '''Default Team -''' A new user's default [[Team]]. | ||
::: ''The team assignment can be changed in the platform after the user logs in.'' | ::: ''The team assignment can be changed in the platform after the user logs in.'' | ||
| Line 6: | Line 8: | ||
::<hr width="500"> | ::<hr width="500"> | ||
:* '''Default Access Profile -''' A new user's default [[Access Profile]]. | :* '''Default Access Profile -''' A new user's default [[Access Profile]]. | ||
::: ''The user's access profile is fully determined by the | ::: ''The user's access profile is fully determined by the configuration.'' | ||
:* '''LDAP Attribute for Access Profile -''' The name of | |||
::: The | :* '''LDAP Attribute for Access Profile -''' The name of the LDAP attribute that designates the user's access profile. | ||
::: The attribute must contain an access profile's ''record ID''. | |||
::: To get a record ID: | ::: To get a record ID: | ||
::::a. Go to '''[[File:GearIcon.png]] > Access Management > Access Profiles''' | ::::a. Go to '''[[File:GearIcon.png]] > Access Management > Access Profiles''' | ||
| Line 20: | Line 23: | ||
::::a. When the user logs in, a User record is created for them in the platform. | ::::a. When the user logs in, a User record is created for them in the platform. | ||
::::b. You can then use the [[Application Access]] page to specify the applications the user can access. | ::::b. You can then use the [[Application Access]] page to specify the applications the user can access. | ||
:* '''LDAP Attribute for Application -''' The name of | |||
::: The | :* '''LDAP Attribute for Application -''' The name of the LDAP attribute that designates the user's application. | ||
::: The attribute must contain the application's ''record ID''. | |||
::: To get a record ID: | ::: To get a record ID: | ||
::::a. Go to '''[[File:GearIcon.png]] > Access Management > Application Access''' | ::::a. Go to '''[[File:GearIcon.png]] > Access Management > Application Access''' | ||
| Line 30: | Line 34: | ||
:::''That setting can be changed in the platform after the user logs in.'' | :::''That setting can be changed in the platform after the user logs in.'' | ||
:::: The user can change it in their [[Personal Settings]]. An admin can do so in the [[Users]] page. | :::: The user can change it in their [[Personal Settings]]. An admin can do so in the [[Users]] page. | ||
:* '''LDAP Attribute for Role -''' The name of | |||
::: The | :* '''LDAP Attribute for Role -''' The name of the LDAP attribute that designates the user's role in the application. | ||
::: The attribute must contain the role's ''record ID''. | |||
::: To get a record ID: | ::: To get a record ID: | ||
::::a. Open the application, if it is not already running. | ::::a. Open the application, if it is not already running. | ||
::::b. Go to '''[[File:GearIcon.png]] > Customization > Application Roles''' | ::::b. Go to '''[[File:GearIcon.png]] > Customization > Application Roles''' | ||
::::c. [[Modify the view to display Record IDs]], and copy the ones you need. | ::::c. [[Modify the view to display Record IDs]], and copy the ones you need. | ||
<noinclude>___NOINDEX__</noinclude> | |||
Latest revision as of 11:28, 23 December 2020
- Default Team - A new user's default Team.
- The team assignment can be changed in the platform after the user logs in.
- The user can change it in their Personal Settings. An admin can do so in the Users page.
- The team assignment can be changed in the platform after the user logs in.
- Default Access Profile - A new user's default Access Profile.
- The user's access profile is fully determined by the configuration.
- LDAP Attribute for Access Profile - The name of the LDAP attribute that designates the user's access profile.
- The attribute must contain an access profile's record ID.
- To get a record ID:
- a. Go to
> Access Management > Access Profiles - b. Modify the view to display Record IDs, and copy the ones you need.
- a. Go to
- Default Application - The initial Application the user sees when they log in.
- That setting can be changed in the platform after the user logs in.
- The user can change it in their Personal Settings. An admin can do so in the Users page.
- To grant access to additional applications:
- a. When the user logs in, a User record is created for them in the platform.
- b. You can then use the Application Access page to specify the applications the user can access.
- That setting can be changed in the platform after the user logs in.
- LDAP Attribute for Application - The name of the LDAP attribute that designates the user's application.
- The attribute must contain the application's record ID.
- To get a record ID:
- a. Go to > Access Management > Application Access
- b. Modify the view to display Record IDs, and copy the ones you need.
- a. Go to
- Default Role - The new user's Role in the application.
- That setting can be changed in the platform after the user logs in.
- The user can change it in their Personal Settings. An admin can do so in the Users page.
- That setting can be changed in the platform after the user logs in.
- LDAP Attribute for Role - The name of the LDAP attribute that designates the user's role in the application.
- The attribute must contain the role's record ID.
- To get a record ID:
- a. Open the application, if it is not already running.
- b. Go to > Customization > Application Roles
- c. Modify the view to display Record IDs, and copy the ones you need.
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