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Managing Users

Page Layout

This page contains a table listing the users who have access to Fluency. To the right are buttons that allow you to edit users and toggle whether or not they are disabled. Disabling a user allows you to restrict their access to the system without having to fully delete them, so their information is preserved.

On the top right above the table there are three buttons. The cloud button can be used to import a Microsoft 365 user. This will redirect you to the Microsoft 365 interface, where you will be able to import a user as desired. This operation may require admin permission to perform if you do not have the correct permissions. The trash can button can be clicked if any of the checkboxes to the left of the users are selected. This removes a user from the system completely. The “+” button opens the add user window.

Adding a User

The following fields are required when creating a user:

  • First name
  • Last name
  • Username
  • Email
  • Organization
  • Access Rights
  • Roles
  • Password/Authentication Method

To begin, add a first name and last name to the user. Next, add the user’s username and associated email. Generally, the username should be the user’s email. Then add the user’s organization.

The username is case sensitive.

The next step is to select an authentication method, if desired.

Fluency supports two OAuth2 providers: Azure AD and Google. If one of these options is selected, when the user goes to log in they will click the button corresponding to the account provider. This will redirect them to the provider’s log in page, allowing them to log in through their portal.

As a multi-factor authentication option, Fluency supports Duo. If this option is selected, the user will be prompted to create a password at the end of the user creation process, but will be able to authenticate using Duo when logging in.

Fluency can also integrate with RADIUS authentication; contact Fluency to obtain the RADIUS Authentication guide for more information.

If none of the above authentication options are available, or Duo is chosen as the authentication method, the user will be able to create their own password towards the end of the user creation process.

If a user with a password is being edited, a “reset password” button will appear that allows the user’s password to be reset if necessary.

The next step is to choose the user’s access rights. There are two access options: Administrator and Analyst. An administrator will have access to all the pages within the Fluency system and be able to perform any configuration actions. An analyst, by default, will only be able to view data and analysis related pages.

By selecting admin or analyst rights, the corresponding role will automatically be applied to the user. Roles can also be manually created from the Roles page in the User Admin category. This allows for customizable roles to be created with predefined API and data policies associated. More details on how to create roles are available on the Roles page.

If you do not wish to create a custom role, or wish to add more privileges to a pre-existing role, you are also able to manually select any API and data policies you want associated with this user. This will allow the user to perform actions that are usually outside the scope of their current role.

The last step is to, optionally, select a homepage for the user. By default, when a user logs in they will be shown the Notifications page. However, another option can be selected so that upon login the user is able to view a page that is most useful to them and their usage of the interface.

Page last updated: 2021 Oct 18