User Management

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

  1. Access the Avanan Administrator Portal.

  2. From the left navigation panel, go to System Settings > Users.

User Management Table

The User Management table shows the detailed information of the users available in the Avanan Administrator Portal.

Column

Description

Email

Email ID of the user.

Phone Number

Phone number related to the user.

First name

First name of the user.

Last name

Last name of the user.

Description

Brief description about the user.

Privileges

Privilege level assigned to the user.

  • Admin

  • Operations

  • Read

  • User

  • View private data

  • Super admin

  • Admin view all data

  • Read SOC Team

Google Login

Shows if login using Google credentials is enabled or not.

Microsoft Login

Shows if login using Microsoft credentials is enabled or not.

Password Login with MFA

Shows if login using email ID, password, and Multi-Factor Authentication is enabled or not.

MFA required

Shows if the login requires Multi-Factor Authentication (MFA) or not.

Last Login

Date and time when the user last logged in to the portal.

Adding a New User

  1. Access the Avanan Administrator Portal.

  2. From the left navigation panel, click System Settings > Users.

  3. In the User Management, click Add New User.

    The Create New User page appears.

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

  5. In the Phone Number field, enter the user's phone number.

  6. (Optional) In the First name field, enter the first name of the user.

  7. (Optional) In the Last name field, enter the last name of the user.

  8. (Optional) In the Description field, enter the required description.

  9. In the Role section, select the privilege type for the user.

    Privilege

    Description

    Admin

    Can access all the pages and can perform all operations.

    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.

    User

    Similar privileges to the Admin role, but cannot access the User Management page or create new SaaS applications.

    View private data

    Can view all private data in the portal.

    Super admin

    Can access all the pages and can perform all operations.

    Admin view all data

    Can view all the available data in the portal.

    Read SOC Team

    Read-only SOC Team access to the portal.

  10. In the Login Method section, select the relevant authentication methods.

    • Google Login

    • Microsoft Login

    • Password Login with MFA

    Note - You must enable at least one of the authentication methods.

  11. Click Create.

Updating User Information

  1. Access the Avanan Administrator Portal.

  2. From the left navigation panel, click System Settings > Users.

  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. Access the Avanan Administrator Portal.

  2. From the left navigation panel, click System Settings > Users.

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

  4. In the Delete User confirmation pop-up, click OK.