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

  • Published on May 29, 2024
  • 2 minute(s) read

1.0 Overview

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

2.0 Prerequisites

  • The email id of the user is required.

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

NOTE

Fortanix recommends that you create more than one administrator accounts to ensure that you do not face any difficulties when an administrator user leaves the organization.

3.0 Steps

  1. Click the Users tab in the left pane of Fortanix Data Manager (DSM) UI.

  2. Click  add.png next to Users to open the Add new users to the account page.

  3. On the Add new users to the account page you will see two options:

    • INVITE BY EMAIL (Selected by default)

    • SEARCH LDAP DIRECTORY

 3.1 Invite a user through 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.

NOTE

Click here to read about roles in detail.

3.2 Invite a user through 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.

NOTE

To use this option, you must configure Fortanix DSM for Lightweight Directory Access Protocol (LDAP) authentication. Click here to read about LDAP authentication in detail.

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.png(enable/disable toggle button). 

  • Delete a User: To perform this action hover over the user in the user's list and click  delete.png.

  • Copy UUID of a User: To perform this action hover over the user in the user's list and click  copy_uuid.png.

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