User's Guide: Inviting a User to Fortanix Data Security Manager

1.0 Introduction

This article describes the steps to invite a user to Fortanix-Data-Security-Manager (DSM).

2.0 Prerequisites

Ensure the following:

• The email id of the user is required.

• You need to be an account administrator to invite a user to an account.

3.0 Invite a User

Perform the following steps to add a new user to an account:

1. In the DSM left navigation panel, click the Users menu item, and then click the + button to add a new user.

2. On the Add new users to the account page, the following two options are displayed:

   • INVITE BY EMAIL (Selected by default)

   • SEARCH LDAP DIRECTORY

 3.1 Using INVITE BY EMAIL option

Perform the following steps to invite a user using the invite by email option:

1. Enter the email address of the person you want to invite.

2. Enter the name of the person being invited. (This field is optional)

3. Select a role for the user: Auditor, Account Member, or Account Administrator.

4. Click INVITE.

For more information, refer to the User's Guide: Authorization.

3.2 Using SEARCH LDAP DIRECTORY option

Perform the following steps to invite a user using the search LDAP directory option:

1. Select the Source and the Scope for search.

2. Click SEARCH DIRECTORY

3. Select the user(s) you want to invite.

4. From the “Use value as the email address” drop-down menu, select the field which contains the email address (E-mail or User Principal Name).

5. Click ADD USERS TO THE ACCOUNT.

4.0 User Actions

You can perform the following actions on existing users:

• Enable/Disable a User: To perform this action, hover over the user in the user's list and click enable/disable toggle button. 

• Delete a User: To perform this action, scroll to the end of the page and click DELETE USER.

• Copy UUID of a User: To perform this action, from the top of the user’s page, click the copy icon next to the app UUID to copy it.