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Starling CertAccess Hosted - Web Portal User Guide

General tips and getting started Requests Attestation Responsibilities Managing data Managing user permissions for the Web Portal Setting up and configuring request functions Appendix: Attestation conditions and approval policies from attestation procedures

Managing user accounts

You can use the Web Portal to display, edit, or delete user accounts.

Detailed information about this topic

Displaying user accounts

You can display any of the user accounts and their details.

To display user accounts

  1. In the menu bar, click Data > Data Explorer.

  2. In the Data Explorer navigation, click User accounts.

    This opens the User accounts view and displays all the user accounts.

  3. (Optional) To display details of a user account, click it in the list.

    TIP: To create a report about a user account, click Download report.

Related topics

Editing user accounts

You can edit user accounts.

To edit a user account

  1. In the menu bar, click Data > Data Explorer.

  2. In the Data Explorer navigation, click User accounts.

  3. In the list, click the user account you want to edit.

  4. In the details pane, edit the user account's main data.

    Table 10: Service item main data

    Property

    Description

    Identity

    Select the identity to which the user account should be linked.

    Not linked to an identity

    Select the check box if the user account does not need to be linked with any identity (for example, if multiple identities use the user account). In this case, the user account is no longer treated as an "orphaned" user account.
    Orphaned user accounts are user accounts that are not linked with any identity.

    Synchronize the user account's manager with the listed identity

    Set the switch to assign the same manager to the user account that is assigned to the linked identity (see Synchronizing user account managers).

  5. Click Save.

Displaying user account memberships

You can display which system entitlements are assigned to user accounts.

To display memberships

  1. In the menu bar, click Data > Data Explorer.

  2. In the Data Explorer navigation, click User accounts.

  3. In the list, click the user account whose memberships you want to display.

  4. In the details pane, click the Memberships tab.

    TIP: If you click a system entitlement in the list, you will see more information and options (see Managing system entitlements).

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