User Management

The User Management page allows you to manage Avanan Administrator Portal users. You can view and update user information, and add or delete users.

Note - You must have Admin privileges to access the User Management screen.

Viewing User Information

To view user information, click System Settings > User Management.

The User Management page shows this information:

Column	Description
Email	User email ID.
First name	User first name.
Last name	User last name.
Description	Brief description about the user.
Privileges	User privilege level. Admin User Operations Read
View Policy	Allows the user to view the policy rules and does not allow to edit the rules.
Google Login	Shows if login using Google credentials is enabled or not.
Microsoft Login	Shows if login using Microsoft credentials is enabled or not.
SAML Login	Shows if login using SAML credentials is enabled or not.
Password Login	Shows if login using email ID and password is enabled or not.
MFA	Shows if login using Multi-Factor Authentication (MFA) is enabled or not.
Allow Private Data Access	Shows if the user can access private data.
Send Alerts	Shows if the user can receive alerts.
Receive Periodic Alerts	Shows if the user can receive periodic alerts.
Last Login	Date and time when the user last logged in to the portal.

Adding a New User

1. Log in to the Avanan Administrator Portal.

2. Click System Settings > User Management.

3. Click Add New User.

4. In the Email field, enter the user email ID.

   

5. (Optional) Enter the details in these fields: First name, Last name and Description.

6. Select the privilege type for the user.

   Privilege	Description
   Admin	Can access all the pages and can perform all operations.
   User	Similar privileges to the Admin role, but cannot access the User Management page or create new SaaS applications.
   Operations	Can perform all operations except: Start, stop or authorize SaaS applications. Interact with policy rules Perform actions on custom queries.
   Read	Read-only access to the portal.

7. To allow the user to view the policy rules and not allow to edit the rules, select the View Policy checkbox.

8. To allow the user to view, create, and edit the policy rules, select the View and Edit Policy checkbox.

9. (Optional) Under Alerts and Reports, select the relevant options:

   • Allow drill-down into customer data.

     When selected, the user is allowed to access the email header, body, attachments, links to external resources, and text identified as DLP.

   • Send Alerts.

   • Receive Weekly Reports.

     When selected, the user receives a weekly report by email.

     Note - This option is also available in the Analytics section of the Avanan Administrator Portal.

10. (Optional) Select the relevant authentication methods.

    Note - You must enable at least one of the authentication methods: Google Login Password Login Microsoft Login SAML Login (see SAML Configuration) Multi-Factor Authentication using Google Authenticator

11. Click Create.

Updating User Information

1. Log in to the Avanan Administrator Portal.

2. Click System Settings > User Management.

3. Click the icon of the user you want to update and select Edit.

4. Continue from Step 4 of Adding a New User.

5. Click Update.

Deleting a User

1. Log in to the Avanan Administrator Portal.

2. Click System Settings > User Management.

3. Click the icon of the user you want to delete and select Delete User.

4. Click Delete.