Administrator Self-Services

Administrator Self-Services allows the cidaas Administrator user (Admin user in short) to view/edit/save the details of his/her own account. Other than being able to easily update his profile and change password, the Admin user can set his preferred multi factor authentication methods in the “Advanced Settings”.

Edit Basic Profile:

1 . On the cidaas dashboard, click on the Administrator user icon , the following screen appears.

2 . Click “My Account” button, “My Profile” screen displays as shown below,

3 . Click “My Profile” button, to make changes to "my profile", Once the changes are done, click “Save” button, a message window pops up saying ‘Update Successful’.

Change Password

1 . Click “Change Password” tab. The below screen gets displayed:

2 . Enter old password.

3 . Enter new password.

4 . Confirm entered new password.

5 . Click “Save Changes” button.

6 . Cancel button redirects to User profile screen.

Note Administrator after successful changed password, automatically logout your current session and redirect to admin login page.

User Activities

User Activities serves as a proactive review of end user activity to determine and track user behavior on devices, web portal.

From the user profile portal, click "User Activities", the below details are displayed:

Physical Verification Setup

When the administrator clicks on “Advance Settings”, he can set up further preferences on a user-friendly interface as shown below, which also serves as the “User Self-Services-Portal”. This is where business end users/customers can configure their preferences themselves!

The users can configure preferred multi factor authentication methods – multiple options from the advanced biometric techniques such as face / voice recognition, IVR, touch ID, pattern, smart push, TOTP, to the basic SMS or email. Back up codes can be used in an emergency when the phone is misplaced / forgotten. Once the authentication methods are configured, the user can securely login even without having to remember their password.

For example when the administrator tries to configure Touchid using the cidaas authenticator app.Before Configuration, the physical verification set up screen will look like the below:

After configuring the MFA(Multifactor Authentication):TouchId, the same is listed our under configured Authentication types as shown in the screen below:

An Administrator can create or invite additional users to become admins (secondary administrator). Refer Secondary Administrator section for details.

In order to check the configured options, the Administrator can logout and then re-login into the cidaas portal.

Enter email id and password, click “Login” button, When the user(Super Admin/Secondary) configured the 2FA(2 Factor Authentication), the below screen gets displayed upon login:

Once user authenticates himself using any one of the configured 2FA methods, after successful verification, the user is redirected to cidaas Administrator Dashboard Page.

cidaas provides to manage user logins that have similar or shared resource needs.

In a scenario where

  • the same user has 2 or more accounts in the App (or Portal) and wants to link all those accounts, or 2 users want to link their accounts to one another, the “Link/Unlink Account” option could be used.

In other words, “Linking” of two accounts would mean sharing resources between two user accounts, while maintainin individual User Profiles. Any of the logins will see superset of the resources owned by each login. The greatest access privilege will be enjoyed by both logins.

  • Login to your business portal with the credentials corresponding to the Account (For e.g., Account A) to which another account (For e.g., Account B) has to be linked to.

  • Navigate to the User Profile section (Mostly seen at the top right corner of the web portal)

  • On the User Profile page displayed, click on “Link/Unlink Account”

  • In the “Email” field seen on the page, enter the Email ID corresponding to the account (Account B) which needs to be linked to this Account (Account A) and click on “Send Code”

Note The Email ID being entered should have a valid registered customer account on your Web Portal. Otherwise linking of the account cannot be performed.
  • A verification code will be sent to the registered email ID corresponding to Account B. Enter that verification code and click on “Verify” button.

Account B is now successfully linked to Account A.

Note If Account A has Administrator privileges but Account B has only User privileges, then after Account B is linked to Account A, both Account A and Account B will have Administrator privileges. In other words, Account A will retain its privileges and the functionalities that have been configured for Account B, that are not configured for Account A will now be associated with Account A also.

All the meta data associated with Account B are now linked to Account A.

Note If you are configuring a second account with an already configured phone number, then both accounts are linked automatically.
  • On the Link/Unlink Account section of the User Profile page, click on the red button seen against the account (For e.g., here Account B) that you would want to unlink.

  • A verification code will be sent to the registered email ID corresponding to Account B. Enter that verification code and click on “Verify” button.

  • After successful verification, Account B is now unlinked from the primary Account, Account A.

Note Once an account is unlinked, the Unlinked account (Account B) loses its Identity and henceforth any login with that account is not possible.

Review Device

Here user can able to enable what kinds of devices (mobile/personal computer) can access your account information.

Mobile Devices

A mobile device such as an iPhone, iPad, or Android smartphone will present you with a few details including when it was last synchronized with your account, what web browsers may have been used, and the exact manufacturer and model of the device. You will also be presented with an option to find the device if you have lost it.

Personal Computers

A personal computer such as a Windows PC or Mac will present you with a few details including what web browsers may have been used to access your account and a list of the most recent locations it was used.

Administrator can the consent details provided by him byy loggin in to the portal.

By clicking on the view button, the administrator can able to view the corresponding consent pages.



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