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Active Roles 8.1.4 - Web Interface Configuration Guide

Introduction to the Web Interface Deploying the Web Interface Getting started with the Web Interface Web Interface Basics Performing Management Tasks Using Approval Workflow Customizing the Web Interface
About Web Interface customization Web Interface customization terms Configuring Web Interface menus Configuring Web Interface forms Web Interface customization examples Web Interface global settings Customizing the Web Interface Navigation bar Customizing the Web Interface Home page Configuring Web Interface for enhanced security
Default Commands Glossary

Logging out of the Web Interface

Logging out of the Web Interface can prevent harmful security breaches. Because of this, always log out of the Web Interface when your work is completed.

To log out of the Web Interface

  1. Make sure that you finished all your work in the Web Interface.

  2. In the right side of the Web Interface header, click your user name, then click Logout.

Active Roles then closes the current Web Interface session and deletes all session-related data from the local computer.

NOTE: For additional security, the Active Roles Web Interface can forcibly close your session in case of user inactivity. Active Roles administrators can configure the duration of the continuous idle time, after which the Web Interface shows a message prompting users to resume action. If the user does not respond to this prompt, the session will be forcibly closed after an additional grace period.

Web Interface Basics

The following sections provide an overview of the main elements and the most typical workflows of the Active Roles Web Interface.

Web Interface administrative tasks overview

The Web Interface home page displays categories of administrative tasks supported by the Web Interface. The same categories are displayed along the vertical strip on the left side of the Web Interface window, referred to as Navigation bar. Click icons on the Navigation bar to perform the following tasks:

  • Directory Management Browse for, and manage, directory objects, such as users and groups. You can navigate through containers in the directory; view, filter and select objects held in the container; and apply commands to the selected object or container.

  • Search Search for, and manage, directory objects. You can select containers in the directory, and specify search criteria. The Web Interface searches in the selected containers and all of their subcontainers, and lists the objects that match your search criteria, allowing you to apply commands to objects in the list.

  • Approval Perform the tasks related to approval of administrative operations. The scope of your responsibilities depends upon your role in the approval workflow processes.

  • Settings Set up your personal settings that control the display of the Web Interface pages.

  • Customization Add, remove, or modify user interface elements, such as menu items (commands) and pages (forms), intended to manage directory objects. This task requires the rights of Active Roles Admin.

NOTE:

  • For more information on extending the Active Roles provisioning and account administration capabilities to your cloud applications, click the supported connectors in the What's New section from the Active Roles drop-down list.

  • On the title bar of the Active Roles Web Interface, click Feedback to provide a product feedback. You are redirected to a new browser that allows you to provide the feedback.

    • For the Administrator Site, by default, the feedback option is available.

    • For the Helpdesk Site, navigate to Customization > Global Settings and check the Enable user feedback link check-box to enable the feedback option.

    • The feedback option is not available on the Self-Service Site.

Directory Management

Directory Management allows you to browse for, and administer, directory objects in your organization. Your Active Roles permissions determine which tasks you can perform.

Directory Management provides the following views:

  • Active Directory: Lists Active Directory domains managed by Active Roles, allowing you to navigate through containers in those domains. You can view, filter and select objects held in the container, and apply commands to the selected object or container.

  • Managed Units: Lists Managed Units defined in Active Roles, allowing you to view objects, and navigate through containers, held in Managed Units. You can filter and select objects, and apply commands to the selected object or container.

For information on how to administer Active Directory objects, see Managing Active Directory objects.

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