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CreateUsers.md

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System and Organization Administrators can create users individually, in groups, or through Microsoft Active Directory (AD) or LDAP integrations. All users are required to have a default organization and a default role within that organization.

Note: Verify the Roles that you want to assign to users so that they have the appropriate level of functionality.

You may decide to designate an Application Access Group, which defines more administrative functionality or greater access restrictions for the users for specific applications.

System Settings

As an Enterprise-on-Premises (EOP) customer, you can delegate users to perform system administration functions across organizations - such as managing users, groups, applications, licenses, API keys and security policies - if you created multiple organizations in Contrast as part of a multi-tenant deployment. See Granting and Revoking SuperAdmin Permissions to get started.

To create users as a System Administrator, go to the User menu and choose SuperAdmin in the Use Contrast Security as section. Select the Users page in the top navigation.

Individual users

To add a single user, complete the following steps.

  • Click the button above the grid to Add User.
  • Enter the user's First Name, Last Name and Email Address in the provided fields.
  • Check the box if you want to Require email activation instead of requiring a password.
  • Choose which of the System Roles should apply to the user in the dropdown menu. The default is None.
  • Choose the Organization to which the user belongs.
  • Choose the default Organization Role in the dropdown menu as well as an Application Access Group in the multiselect field.
  • Choose the Date Format, Time Format and Time Zone in the dropdown menus.
  • The box to Use Organization Settings is checked by default. Uncheck the box to Use Organization Settings to create your own settings using the Access toggle, or to enable the checkbox to make user API only.
  • Use the toggle to enable Protect access for the user. The toggle is off by default.
  • Click the Add button to save the information and create the user.

Multiple users

To bulk add users, click the upload icon above the grid in the Users page to import a spreadsheet with the users' information. The spreadsheet must be CSV format, and include the following fields for each user. All field headings and values in the spreadsheet must be formatted as shown.

Required information

The following fields must be included in the spreadsheet. See the Templates section to download spreadsheets in CSV format.

  • First Name
  • Last Name
  • Email or Username
    See the Authentication section below for more requirements.
  • Organization UUID
    To find the Organization UUID in the Contrast UI, impersonate the appropriate organization, and then go to the Organization Settings > Organization tab > General Information section.
  • Organization Role
    Values can be "View", "Edit", "Rules_admin" or "Admin".

Optional information

To include the following fields in the spreadsheet, add a new column and value(s) for each as written below.

  • Date Format
    The default value is the organization setting, such as "MM/dd/YYYY".
  • Time Format
    The default value is the organization setting, such as "hh:mm a".
  • Timezone
    The default value is the organization time zone.
  • Protect
    The default value is "Off".
  • Groups
    Values can be "View", "Edit", "Rules Admin", "Admin" or custom group names. Format multiple group names as "GroupA&&GroupB&&GroupC".
  • Language
    The value is determined by the value of the lang.default property in the general.properties configuration file for the Contrast application. The default value of the configuration property is en (English).
  • System Administration
    The default value is "Off".
  • Email Activation
    If the value is "None", the default is "Required Password".
  • Password
    This field is required if the Email Activation field is set to "false".
  • API only
    The default value is "Off".
  • Access
    The default value is "On".

Authentication methods

Users who have HTTP Header, LDAP or AD authentication configured must use the field heading Username in the spreadsheet. (If using the provided CSV template, you must replace the Email field heading with Username.) The username values entered in the spreadsheet and the authentication configuration must match exactly.

Templates

Download CSV templates directly from the Contrast UI by hovering over the upload icon and clicking the link in the tooltip, or by clicking the links below.

Upload progress

Once the spreadsheet upload is in progress, you can leave the page and continue with other tasks in Contrast. If the upload is successful, you'll see a confirmation message in the UI that includes the number of users uploaded. If the upload failed, you'll see an error message that includes the source of the error in the spreadsheet.

Organization Settings

To create users as an Organization Administrator, go to the User menu > Organization Settings > Users tab.

Individual users

To add a single user, complete the following steps.

  • Click the button to Add User above the grid.
  • Enter the user's First Name, Last Name and Email Address in the provided fields.
  • Choose the user's Organization Role in the dropdown menu.
  • Select an Application Access Group to which to add the user in the dropdown menu, if desired.
  • Choose Date Format, Time Format and Time Zone settings in the dropdown menus.
  • If you want to disable the user's access to your organization in the Contrast UI, use the Access toggle. (The user has access by default.)
  • Check the box if you want the user to have API Only access.
    (The user will have access Contrast's REST API, but won't have access to the Contrast UI.)
  • Use the toggle to enable Protect access for the user. The toggle is off by default.
  • Click the Add button to save the information and create the user.

Multiple users

To bulk add users, click the upload icon above the grid in the Users page to import a spreadsheet with the users' information. The spreadsheet must be CSV format, and include the following fields for each user. All field headings and values in the spreadsheet must be formatted as shown.

Required information

The following fields must be included in the spreadsheet. See the Templates section to download spreadsheets in CSV format.

  • First Name
  • Last Name
  • Email or Username
    See the Authentication section below for more requirements.
  • Organization Role
    Values can be "View", "Edit", "Rules_admin" or "Admin".

Optional information

To include the following fields in the spreadsheet, add a new column and value(s) for each as written below.

  • Groups
    Values can be "View", "Edit", "Rules Admin", "Admin" or custom group names. Format multiple group names as "GroupA&&GroupB&&GroupC".
  • Date Format
    The default value is the organization setting, such as "MM/dd/YYYY".
  • Time Format
    The default value is the organization setting, such as "hh:mm a".
  • Timezone
    The default value is the organization time zone.
  • API only
    The default value is "Off".
  • Access
    The default value is "On".
  • Protect
    The default value is "Off".

Authentication methods

Users who have HTTP Header, LDAP or AD authentication configured must use the Username field heading in the spreadsheet. (If using the provided CSV template, you must replace the Email field heading with Username.) The username values entered in the spreadsheet and the authentication configuration must match exactly.

Templates

Download CSV-formatted templates directly from the Contrast UI by hovering over the upload icon and clicking the link in the tooltip, or by clicking the links below.

Upload progress

Once the spreadsheet upload is in progress, you can leave the page and continue with other tasks in Contrast. If the upload is successful, Contrast shows you a confirmation message with the number of users uploaded. If the upload failed, Contrast shows you an error message with the source of the error on the spreadsheet.

User Status

Once added, each user's status is displayed on the main Users page so that you can see who's awaiting activation, active or inactive, or locked out of their account based on a security policy. For more information about user administration, read how to Manage Users.