Managing Users

In the Users settings, you can add, update, and delete Validio users. Additionally, you can add identity providers to authenticate the identity of users.

Add a New User

  1. Click on Users to display users and identity providers.
  2. The Users section lists users created in your Validio system. For each user, it displays information on access privileges, status, associated identities and creation date.
  3. Click on + Add user to create new users for your Validio system.
  4. In the menu you see these options:
    • Update: Update the User.
    • Delete: Remove the User.

User Details

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Updating User Accounts

You can only update user accounts if you are an admin. Admin accounts cannot be modified.

The following fields can be filled in when adding or updating a user:

FieldDescription
Display nameIdentifier for the Validio user.
Full nameName and last name of the user.
EmailEmail address to the user. Validation occurs to ensure that the email address provided matches the stand format.
RoleSpecify which role and access privileges the user should be assigned: Viewer, Editor, Admin
User statusSelect the account status of the user: Active, Pending, Inactive
Create username and password for this user(Optional) Specify a username and a password, if the user should be able to login using username and password.

Roles

Different roles exist in Validio, with the following capabilities:

RoleViewing capabilitiesModifying capabilities
ViewerAll, except Identity providers and API KeysNone
EditorAll, except Identity providers, and API KeysAll, except Users, Identity providers, and API Keys
AdminAllAll

Login Types

Users can log in as Guest using their username and password, even if the Local identity provider is disabled. The Guest login type can be useful, for example, when having external support users who are not part of your SSO provider.

RoleViewing capabilitiesModifying capabilities
GuestAll, except Identity providers and API KeysNone
RegularDepends on the user's assigned RoleDepends on the user's assigned Role

Add a New Identity Provider

In the User settings, you can add identity providers to authenticate the identity of users.

  1. Navigate to Workspaces > Users.
  2. The Identity provider section lists identity providers enabled in your Validio system. For each identity provider, it displays status, type and creation date.
  3. Click on + Add identity provider to configure new identity provider for your Validio system.
  4. In the menu you see these options:
    • Update : Update the Identity provider.
    • Delete : Remove the Identity provider.

Identity Provider Details

The following fields can be filled in when adding or updating an identity provider.

ParameterDescriptionExample
Identity provider typeIdentity provider type: Local or SAML.SAML 2.0
NameDisplay name and identifier used to verify user identities in Validio.Validio Workspace
Entry point / SSO URLSSO URL or Location URL for the configured identity provider.
Entity ID[Deployment instance URL]/saml2https://deployment.gcp.validio.io/saml2
CertificateInsert your certificate for the identity provider as plain text.
DisableSelect to disable this identity provider.