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Intro

Users are in portal yady-yadaUser management is key functionality of TDS portal. You can effectively manage permissions for servers, applications and SaaS in unified way through portal.



What do you want to do?

Add permissions for user

Organization

Company gods

Workspace

Workspace experts

SaaS

Service managers

Add all workspace users

Application

Application admins

Server

Server heroes

Manage user

Signup

There are multiple ways to create new account in portal:

  • Single sign-on (SSO) 1
    • If your organization supports SSO, you can create account by clicking SSO button on portal login screen. You will be automatically authenticated in all TDS Services.
  • Self-invitation 1
    • Click Create new TDS account link and input your email. Depending on your organization settings your email might need to be ...TODO
  • Accept invitation 1
    • If you receive invitation to join TDS portal, follow link in email and create account.
  • Automatically by your organization
    • You will receive welcome email from Portal. If your organization doesn't support SSO, you need to reset your password before first login.
Anchorsignup1signup1

Reset password

Note

If you use SSO to login to portal, this will not change your SSO password. You will be able to login with this password only into TDS portal and applications.

There are two ways how to reset your password:

  • On login screen, click Forgot your TDS password? Reset it here link. You will receive email with link to reset your password.
  • On user profile, click Change password button. You will be prompted to input your old and new password.

Invite users

If you want to add users into your organization or workspace that are not yet part of the portal, you can invite the users from Members screen on both organization and workspace.

Click Add member button and choose Invite new member. You can input multiple emails of people you want to invite. Users found in user directories connected to portal will be added automatically, others will be invited to join the portal 1.

User invitations expire after 3 days. You can prolong the expiration date or delete the invitation on the Invitations screen in organization or workspace.

Anchorinvite1invite1

Add SSH key

SSH keys are used in portal to access servers. it's not possible to add server membership to users without SSH key.

How to generate key link.

Once you have your SHH key pair generated, go to your user profile and input public part of your key into Public SSH key field in Security management section.

Update user information

If you need to update your user information such as name or email, contact TDS support.

Other

User profile

You access your profile by clicking the icon in upper right corner and choosing Profile from dropdown menu.

User manual contains three section:

  • Profile management: Here you can browse basic information about your account and export it in PDF or vCard format. You can also update SSH key, switch multi-factor authentication (MFA), reset your OTP token or password.
  • SaaS: Here you can see what information are TDS applications storing regarding your account.
  • Structure: Here you can see your role assignments across the whole TDS tool chain.

Manage all assets for user

You can access permissions management screen from any Members screen by clicking action menu next to your user row and choosing Show memberships.

You can manage all your SaaS, Servers and workspace roles from the screen. By clicking the hamburger menu next to search bar you can set roles in bulk for all workspace servers or all SaaS in application.




If you need just access to Jira/Confluence/GitLab/ ....

  • Please ask your Team leads who are usually Admins of Portal workspaces, Jira projects, confluence spaces - they are responsible for user management
  • This speed up the whole process, because TDS team has to ask owner who can access the service.
  • If the workspace admin is not sure, what to do, please send them this manual
  • If you are not sure who is admin, please raise a ticket in TDS Portal


If you are admin or owner of Jira/Confluence/ Gilab/ ...

  • If yo want to add user to SaaS service - the first the user account must be member of the workspace and TDS portal
  • To add user to the Workspace
    • In your Workspace click on Members (left side) → Add member
    • If user haven't got account in TDS portal → Invite member 
    • If user have got account → Add member
    • Check user workspace roles for the new member
  • To add user to the SaaS 
    • choose you SaaS → Members → Add member
    • Member must exists in your workspace
    • Check user SaaS roles

Manage service accounts

You can create service account in portal and add memberships to the account.