FlexADMIN Managing Users, Groups, Workspaces and Third-Party Users

 User Management 

When you login to FlexADMIN, by default the User Management – Users option is selected and a list of users is displayed with their details. You can click on the User Management menu, to open the User screen.

Select a user to view the user details in the Summary tabs.

Select the Groups option to display a list of groups.

Select a group to view the group details in the Summary tabs.

Select the Workspaces option to display a list of workspaces. By default, each account is created with a single workspace that is the account name. This workspace is not displayed in the list. Select a workspace to view the workspace details in the Summary tabs.

Select the Third-Party Users option to display a list of all third-party users that have been created. You can view the status of access tokens shared with a user: Active, Expired, Inactive. 

You can search for objects in FlexADMIN using the Header bar. The search results are displayed in the object table. You can sort objects by clicking on the column headers in the table, you can  sort using up to two columns, the columns being used for sorting are marked with a green arrow (ascending/descending).

Creating and enabling a user

If you have administration rights, you can create new users in FlexADMIN.

1. Click on the Create User icon, .
2. In the Create User dialog, type in the Login, First Name, Last Name and Email for the user and select a Role. All the fields are mandatory.|
   
   
    
3. Click Save; the new user is added to the list.
4. The new user is not enabled by default. To enable the user, select the new user and in the Details tab, slide the Enable button to the right.
   
   
    
5. You can disable a user in the same way.
6. To delete a user, in the Details tab, disable the user and click the icon.
   
   

Select a user to view information about the user. In the Summary panel, you can view and edit settings for the selected user in these tabs:.

• Details: View the details for the selected user
• Metadata: View any associated metadata for the user
• Memberships: View the groups and workspaces that the user belongs to
• History: View user history
• Activity: View user activity

Creating and enabling a group

If you have administration rights, you can create new groups in FlexADMIN.

1. Click on the Create Group icon, .
2. In the Create Group dialog, give the Group a name.
   
   
    
3. Click Save; the new group is added to the list.
4. The new group is not enabled by default. To enable the group, select the new group and in the Details tab, slide the Enable button to the right.
5. You can disable a group in the same way.
6. To delete a group, in the Details tab, disable the group and click the icon.

Select a group to view information about the group. In the Summary panel, you can view and edit settings for the selected group in these tabs:.

• Details: View the details for the selected group
• Memberships: View the members in the group or use the Add member icon, , to add users to the group. Select a user in the Memberships tab and use the icon to remove a user from the group.
  
  

Creating and enabling a workspace

If you have administration rights, you can create new workspaces in FlexADMIN.

1. Click on the Create Workspace icon, .
2. In the Create Workspace dialog, give the Workspace a name.
   
   
    
3. Click Save; the new workspace is added to the list.
4. The new workspace is not enabled by default. To enable the workspace, select the new workspace and in the Details tab, slide the Enable button to the right.
5. You can disable a workspace in the same way.
6. To delete a workspace, in the Details tab, disable the workspace and click the icon.

NOTE: You cannot disable a workspace that has assets or user defined objects associated to it. If you click the Disable button, the following warning is displayed.

Unable to disable workspace. This workspace contains assets and user-defined objects that would become inaccessible if disabled. Please remove or relocate these items before disabling.

Select a workspace to view information about the workspace. In the Summary panel, you can view and edit settings for the selected workspace in these tabs:.

• Details: View the details for the selected workspace
• Memberships: View the members associated to the workspace or use the Add Member icon, , to add users/groups to the workspace. Select a user/group in the Memberships tab and use the icon to remove a user/group from the workspace.
  
  

Managing Third-Party Users

You can create Third-Party users on the fly as part of a Secure Share workflow. This workflow shares Flex assets with external users by creating third-party users in Dalet Flex with a specific set of permissions for assets, collections, workspaces and review sessions. 

The Third-Party Users option displays a list of all third-party users that have been created in the account together with their status. You can view the Details, History and Actvity of the third-party users in the tabs. You can manually disable a user to remove access from all assets shared with that user by sliding the Enabled button,, to the left. 

For more information on the Secure Share workflow, see here.