> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oloid-demo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Passwords and Shared Credentials for Users in Oloid Platform - User Guide

> This document provides step-by-step instructions to create password and shared credential for users in the Oloid Portal.

## TOC

**[Introduction](#introduction)**

**[Pre-requisite](#pre-requisite)**

**[Accessing Oloid Portal](#accessing-oloid-portal)**

* [To set new Password](#to-set-new-password)
* [To Access Oloid Portal](#to-access-oloid-portal)

**[Create and Manage Users](#create-and-manage-users)**

* [To Create a User](#to-create-a-user)
* [To Import Users](#to-import-users)

**[Create and Invite Tenant Admin](#create-and-invite-tenant-admin)**

* [To invite Tenant Admin](#to-invite-tenant-admin)
* [To Create and Invite Tenant Admin](#to-create-and-invite-tenant-admin)

**[Create and Manage Credentials](#create-and-manage-credentials)**

* [To Create Password](#to-create-password)
* [To Edit Password](#to-edit-password)
* [To Delete Password](#to-delete-password)
* [To Create Pin](#to-create-pin)
* [To Add Badge](#to-add-badge)

**[Create and Manage Shared Credentials](#create-and-manage-shared-credentials)**

* [To Create Shared Credential](#to-create-shared-credential)
* [To Edit Shared Credential](#to-edit-shared-credential)
* [To Delete Shared Credential](#to-delete-shared-credential)

## Introduction

This document provides step-by-step instructions to create password and shared credential for users in the Oloid Portal.

## Pre-requisite

You must be a user in the Oloid Portal.

## Accessing Oloid Portal

To access Oloid Portal, you should be a tenant admin. Once the tenant admin account is created, you will receive the URL and credentials (username and temporary password) for the portal on your registered email id.

### To set new Password

1. Launch your browser.

2. Enter the URL provided for you in the browser’s address bar. Then, press **Enter** on your keyboard.

3. Enter your login information in the appropriate fields.

   ![Creating Passwords and Shared... - screenshot 1](https://mintcdn.com/oloid-999c42b2/HRtQGSyiWG2bpyPa/images/intercom/8423861/image-680b1779.png?fit=max\&auto=format\&n=HRtQGSyiWG2bpyPa\&q=85\&s=84c16862ad243019f02a2256e14f4400)

4. Click **LOGIN**.
   The **Set New Password** screen is displayed.

   ![Creating Passwords and Shared... - screenshot 2](https://mintcdn.com/oloid-999c42b2/HRtQGSyiWG2bpyPa/images/intercom/8423861/image-33248f06.png?fit=max\&auto=format\&n=HRtQGSyiWG2bpyPa\&q=85\&s=8370163c4fe89bdeecdfe5a50a3bef38)

5. Enter New Password.

   > [!NOTE]
   >
   > **Note:** Password must contain at least one uppercase, one lowercase letter, one number, no consecutive or sequence characters The password should not contain any part of username.

6. Enter Confirm Password.

7. Click **LOGIN**.
   The Oloid Portal is displayed.

### To Access Oloid Portal

**Pre-requisite**: You should be a user with Oloid Portal.

1. Launch your browser.
2. Enter the URL provided for you in the browser’s address bar. Then, press **Enter** on your keyboard.
3. Enter your login information in the appropriate fields.

   ![Creating Passwords and Shared... - screenshot 3](https://mintcdn.com/oloid-999c42b2/HRtQGSyiWG2bpyPa/images/intercom/8423861/image-09762677.png?fit=max\&auto=format\&n=HRtQGSyiWG2bpyPa\&q=85\&s=953435a40bfd0688de51d79608ba2474)
4. Click **LOGIN**.
   The Oloid Portal is displayed.

   > [!NOTE]
   >
   > **Note:** Oloid uses **SSO login** and also allows you to log in to the portal with your Google, Microsoft, Okta, or with your Email account.

## Create and Manage Users

Tenant Admin is granted rights to manage and access the users related to the tenant.

### To Create a User

For detailed instructions, see [How to add user](https://oloid.help/en/articles/8185048-how-to-add-user).

### To Import Users

For detailed instructions, see [How to add users in bulk](https://oloid.help/en/articles/8185203-how-to-add-users-in-bulk).

## Create and Invite Tenant Admin

A Tenant Admin has complete access to Oloid Portal and all the Oloid connected devices. You must be an Oloid user to be a Tenant Admin.

### To invite Tenant Admin

For detailed instructions, see [How to invite Tenant Admin](https://oloid.help/en/articles/8236282-how-to-invite-a-tenant-admin).

### To Create and Invite Tenant admin

For detailed instructions, see [How to add and invite Tenant Admin](https://oloid.help/en/articles/8254907-how-to-add-and-invite-a-tenant-admin).

## Create and Manage Credentials

Credentials allow a user to access and authenticate themselves on the Oloid Portal.

### To Create Password

1. Log in to the **Oloid Portal**.
2. On the home page of the portal, click **Directory** on the left menu panel.

   ![Creating Passwords and Shared... - screenshot 4](https://mintcdn.com/oloid-999c42b2/HRtQGSyiWG2bpyPa/images/intercom/8423861/image-3b224d1d.png?fit=max\&auto=format\&n=HRtQGSyiWG2bpyPa\&q=85\&s=1a62a38c821a5dd3327bbc6fba0b3888)

   The **Users** page is displayed.
3. Click **User Name** to edit.

   ![Creating Passwords and Shared... - screenshot 5](https://mintcdn.com/oloid-999c42b2/HRtQGSyiWG2bpyPa/images/intercom/8423861/image-3933b6b6.png?fit=max\&auto=format\&n=HRtQGSyiWG2bpyPa\&q=85\&s=b2337aa0338795e3fd1a59b8057d9dde)

   The User details page is displayed.
4. Go to **Credentials** > **Passwords** tab > **CREATE PASSWORD**.

   ![Creating Passwords and Shared... - screenshot 6](https://mintcdn.com/oloid-999c42b2/HRtQGSyiWG2bpyPa/images/intercom/8423861/image-92547c7f.png?fit=max\&auto=format\&n=HRtQGSyiWG2bpyPa\&q=85\&s=8e62b7569bf1c6f41503c116b0731721)

   The **Create Password** pop-up box is displayed.

   ![Creating Passwords and Shared... - screenshot 7](https://mintcdn.com/oloid-999c42b2/z623-sk7BPOA56ey/images/intercom/8423861/image-dedecd66.png?fit=max\&auto=format\&n=z623-sk7BPOA56ey\&q=85\&s=6c62f62204a267073f9791b2e18f7b23)
5. On the pop-up box, do the following:
   1. Enter **Display Name** that displays on the Windows Login page.
   2. Select a user type from **User Type** dropdown list.
   3. Enter **Machine Name**.
   4. Enter **Username** of your Windows Login.
   5. Enter **Password** of your Windows Login.
   6. Click **Save**.
      The password is created and listed in the **Passwords** tab.

      ![Creating Passwords and Shared... - screenshot 8](https://mintcdn.com/oloid-999c42b2/HRtQGSyiWG2bpyPa/images/intercom/8423861/image-1055a563.png?fit=max\&auto=format\&n=HRtQGSyiWG2bpyPa\&q=85\&s=e76b9e79ae1ed31fdef7162df6baf189)

### To Edit Password

1. Go to the **Users** page.

2. Click **User Name** to edit.

   ![Creating Passwords and Shared... - screenshot 9](https://mintcdn.com/oloid-999c42b2/HRtQGSyiWG2bpyPa/images/intercom/8423861/image-3933b6b6.png?fit=max\&auto=format\&n=HRtQGSyiWG2bpyPa\&q=85\&s=b2337aa0338795e3fd1a59b8057d9dde)

   The User details page is displayed.

3. Go to **Credentials** > **Passwords** tab.

4. Click **edit** icon for a particular user.

   ![Creating Passwords and Shared... - screenshot 10](https://mintcdn.com/oloid-999c42b2/HRtQGSyiWG2bpyPa/images/intercom/8423861/image-93b80bc9.png?fit=max\&auto=format\&n=HRtQGSyiWG2bpyPa\&q=85\&s=d25f4aeb8c7abccdc09a69de47f5f7fc)

   The **Edit Password** pop-up box is displayed.

   ![Creating Passwords and Shared... - screenshot 11](https://mintcdn.com/oloid-999c42b2/HRtQGSyiWG2bpyPa/images/intercom/8423861/image-4c0d83bb.png?fit=max\&auto=format\&n=HRtQGSyiWG2bpyPa\&q=85\&s=efa458cd88fd41023e8c488521dd0965)

5. Enter the new password in the **Password** field.

   > [!NOTE]
   >
   > **Note:** You should update the password only when you update the Windows password.

6. Click **Update**.
   The password is updated successfully.

### To Delete Password

1. Go to the **Users** page.
2. Click **Display Name** to edit.

   ![Creating Passwords and Shared... - screenshot 12](https://mintcdn.com/oloid-999c42b2/HRtQGSyiWG2bpyPa/images/intercom/8423861/image-3933b6b6.png?fit=max\&auto=format\&n=HRtQGSyiWG2bpyPa\&q=85\&s=b2337aa0338795e3fd1a59b8057d9dde)

   The User details page is displayed.
3. Go to **Credentials** > **Passwords** tab.
4. Click **delete** icon for a particular user.

   ![Creating Passwords and Shared... - screenshot 13](https://mintcdn.com/oloid-999c42b2/HRtQGSyiWG2bpyPa/images/intercom/8423861/image-6b015739.png?fit=max\&auto=format\&n=HRtQGSyiWG2bpyPa\&q=85\&s=0bfebbefc39f5916bc70ff7aadeba376)

   A confirmation pop-up box is displayed.

   ![Creating Passwords and Shared... - screenshot 14](https://mintcdn.com/oloid-999c42b2/HRtQGSyiWG2bpyPa/images/intercom/8423861/image-3e977557.png?fit=max\&auto=format\&n=HRtQGSyiWG2bpyPa\&q=85\&s=93c7a42e6eddfe66df29657c1b299de1)
5. Select **DELETE**.
   The user is successfully deleted.

### To Create Pin

For detailed instructions, see [How to add Pin as credential to users](https://oloid.help/en/articles/8385780-how-to-add-pin-as-credential-to-users).

### To Add Badge

For detailed instructions, see **[How to assign Badge ID as credential to users](https://oloid.help/en/articles/8379462-how-to-assign-badge-id-as-credential-to-users).**

## Create and Manage Shared Credentials

Shared Credentials are passwords that can be used to access a local windows machine or a domain. It is shared among users to which they are assigned to.

### To Create shared Credential

1. Log in to the **Oloid Portal**.
2. On the home page of the portal, click **Directory** on the left menu panel.

   ![Creating Passwords and Shared... - screenshot 15](https://mintcdn.com/oloid-999c42b2/HRtQGSyiWG2bpyPa/images/intercom/8423861/image-3b224d1d.png?fit=max\&auto=format\&n=HRtQGSyiWG2bpyPa\&q=85\&s=1a62a38c821a5dd3327bbc6fba0b3888)

   The **Users** page is displayed.
3. Click **Shared Credentials** on the left menu panel.

   ![Creating Passwords and Shared... - screenshot 16](https://mintcdn.com/oloid-999c42b2/HRtQGSyiWG2bpyPa/images/intercom/8423861/image-672bf1d3.png?fit=max\&auto=format\&n=HRtQGSyiWG2bpyPa\&q=85\&s=6526e6059267f65c148870553c09bd87)

   The **Shared Credentials** page is displayed.
4. On the top right, click **Create Credentials**.

   ![Creating Passwords and Shared... - screenshot 17](https://mintcdn.com/oloid-999c42b2/z623-sk7BPOA56ey/images/intercom/8423861/image-f0965825.png?fit=max\&auto=format\&n=z623-sk7BPOA56ey\&q=85\&s=7ab69359394cfa2d501bf4f132780db1)

   The **Create Shared Credential** pop-box is displayed.

   ![Creating Passwords and Shared... - screenshot 18](https://mintcdn.com/oloid-999c42b2/HRtQGSyiWG2bpyPa/images/intercom/8423861/image-0f1f93c2.png?fit=max\&auto=format\&n=HRtQGSyiWG2bpyPa\&q=85\&s=0db2fc250101eb79c67e19eeb77867c3)
5. On the pop-up box do the following:
   1. Enter **Display Name** that displays on the Windows Login page.
   2. Select user type from **User Type** dropdown.
   3. Enter user name then select **Credential Owner** from the dropdown list.
   4. Select **Next**.
   5. Enter **Machine Name**.
   6. Enter **Username** of your Windows Login.
   7. Enter **Password** of your Windows Login.
   8. Click **Save**.
      The credential is created and listed on the **Shared Credentials** page.

      ![Creating Passwords and Shared... - screenshot 19](https://mintcdn.com/oloid-999c42b2/HRtQGSyiWG2bpyPa/images/intercom/8423861/image-1bc225f2.png?fit=max\&auto=format\&n=HRtQGSyiWG2bpyPa\&q=85\&s=61e7eb51991ff90bd871f5006c84bcd3)

### To Edit Shared Credential

1. Go to the **Users** page.

2. Click **Shared Credentials** on the left menu panel.

   ![Creating Passwords and Shared... - screenshot 20](https://mintcdn.com/oloid-999c42b2/HRtQGSyiWG2bpyPa/images/intercom/8423861/image-672bf1d3.png?fit=max\&auto=format\&n=HRtQGSyiWG2bpyPa\&q=85\&s=6526e6059267f65c148870553c09bd87)

   The Shared Credentials page is displayed.

3. Click **edit** icon for a particular user.

   ![Creating Passwords and Shared... - screenshot 21](https://mintcdn.com/oloid-999c42b2/HRtQGSyiWG2bpyPa/images/intercom/8423861/image-a8985b4d.png?fit=max\&auto=format\&n=HRtQGSyiWG2bpyPa\&q=85\&s=5532ee2c53cb397df2d2d7b4ae7fe589)

   The **Edit Password** pop-up box is displayed.

   ![Creating Passwords and Shared... - screenshot 22](https://mintcdn.com/oloid-999c42b2/z623-sk7BPOA56ey/images/intercom/8423861/image-e8ae4c15.png?fit=max\&auto=format\&n=z623-sk7BPOA56ey\&q=85\&s=dfba0a27720a78e0d46cb3b127a57576)

4. Enter the new password in the **Password** field.

   > [!NOTE]
   >
   > **Note:** You should update the password only when you update the Windows password.

5. Click **Update**.
   The password is updated successfully.

### To Delete Shared Credential

1. Go to the **Users** page.
2. Click **Shared Credentials** on the left menu panel.
   The **Shared Credentials** page is displayed.
3. Click **delete** icon for a particular user.

   ![Creating Passwords and Shared... - screenshot 23](https://mintcdn.com/oloid-999c42b2/HRtQGSyiWG2bpyPa/images/intercom/8423861/image-7b826ac7.png?fit=max\&auto=format\&n=HRtQGSyiWG2bpyPa\&q=85\&s=c2500ebeb6784f92f5b9b96796630d44)

   A confirmation pop-up box is displayed.

   ![Creating Passwords and Shared... - screenshot 24](https://mintcdn.com/oloid-999c42b2/HRtQGSyiWG2bpyPa/images/intercom/8423861/image-899ddcfb.png?fit=max\&auto=format\&n=HRtQGSyiWG2bpyPa\&q=85\&s=0bd4a7fc91eee6aa3fbaa6c781876b08)
4. Select **DELETE**.
   The credential is removed from the **Shared Credentials** page.