> ## 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.

# Tenant Admin Portal - How to Configure user details

> This document provides step-by-step instructions to configure user details in the Tenant Admin Portal.

## Introduction

The User Details section in the Tenant Admin Portal allows administrators to create, assign, manage and update user-credentials for all users in the connection(s).

## Prerequisites

* You must have a Tenant Admin access to Tenant Admin Portal.
* User must already exist in the Tenant Admin Portal.

## Steps to Configure User Details

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

   ![How to Configure user details - screenshot 1](https://mintcdn.com/oloid-999c42b2/55OieMkczsmikAVb/images/intercom/8347344/image-967cb680.png?fit=max\&auto=format\&n=55OieMkczsmikAVb\&q=85\&s=7f3719fc9553fa10df4fb00c767a234a)

   The **Users** page is displayed.
3. Click user name to edit.

   ![How to Configure user details - screenshot 2](https://mintcdn.com/oloid-999c42b2/55OieMkczsmikAVb/images/intercom/8347344/image-0948d039.png?fit=max\&auto=format\&n=55OieMkczsmikAVb\&q=85\&s=28117d1340362a7b70f8aeee055b9195)

   The User details page is displayed.

Configure the following:

1. [Details tab](#configure-details-tab)
2. [Credentials tab](#configure-credentials-tab)
3. [Groups tab](#groups-tab)
4. [Transactions tab](#transactions-tab)
5. [Consent](#consent-tab)

The User details are configured.

***

### Configure Details Tab

![How to Configure user details - screenshot 3](https://mintcdn.com/oloid-999c42b2/55OieMkczsmikAVb/images/intercom/8347344/image-d065b922.png?fit=max\&auto=format\&n=55OieMkczsmikAVb\&q=85\&s=2add629b23a4d5fe4efc333cdfe2e390)

Do the following:

* Edit **Full Name**. (if required)
* Enter **User Email ID**. (optional)
* Enter **Badge ID/Secondary ID**. (optional)
* Enter **Wiegand Format.** (optional)
* Enter **External ID**. (optional)
* Enter **Phone**. (optional)
* Select **User Type** from the drop-down list. (optional)
* Enter **Supervisor Name**. (optional)
* Enter **Supervisor Email**.(optional)
* Enter **Other Identifiers** (optional)

#### How to Add Identifiers

![How to Configure user details - screenshot 4](https://mintcdn.com/oloid-999c42b2/55OieMkczsmikAVb/images/intercom/8347344/image-e246410a.png?fit=max\&auto=format\&n=55OieMkczsmikAVb\&q=85\&s=80d366a9b98ec6cad7e5fed75cb16a9d)

To Add Other Identifier please refer: [Oloid Platform - How to add Other Identifiers](https://oloid.help/en/articles/13009576-how-to-add-other-identifiers)

### Configure Credentials Tab

You may enable one or more credentials based on your requirements.

![How to Configure user details - screenshot 5](https://mintcdn.com/oloid-999c42b2/55OieMkczsmikAVb/images/intercom/8347344/6568a3ef-f834-415f-8485-f986a38acabb-7901e56d.png?fit=max\&auto=format\&n=55OieMkczsmikAVb\&q=85\&s=242de895570740dcb247224eefc12049)

#### Face Tab

To use face as credential, configure **Face** option. The Face tab allows you to add or invite user to add face for authentication.

> [!NOTE]
>
> **Note:** A user face cannot be onboarded if the user has not provided consent in the Oloid User Portal.

![How to Configure user details - screenshot 6](https://mintcdn.com/oloid-999c42b2/55OieMkczsmikAVb/images/intercom/8347344/image-51fa99ed.png?fit=max\&auto=format\&n=55OieMkczsmikAVb\&q=85\&s=951f9a80df85b526589dc61078c59ee0)

Do the following:

* **Upload Face:** This option allows you to upload the user's face. For further information, see **[How to onboard face of a single user](https://oloid.help/en/articles/8181773-how-to-onboard-face-of-a-single-user)**
* **Capture Face:** This option allows you to capture the user's face. For further information, see How to capture face of a single user **[Tenant Admin Portal - How to Add face using Capture Face](https://oloid.help/en/articles/13700750-tenant-admin-portal-how-to-add-face-using-capture-face)**
* **Invite to Add Face:** This option sends an email to the user with a link to upload their facial image. For further information, see\*\*[How to invite to add face](https://oloid.help/en/articles/8398578-how-to-invite-to-add-face)\*\*

#### QR Code Tab

To use QR Codeas credential, configure **QR code** option. The QR Code tab allows you to manage the user's QR code credentials.

![How to Configure user details - screenshot 7](https://mintcdn.com/oloid-999c42b2/55OieMkczsmikAVb/images/intercom/8347344/image-d9cd6c1f.png?fit=max\&auto=format\&n=55OieMkczsmikAVb\&q=85\&s=6562223e77b5191e1ed45b37047ce3bc)

Do the following:

* **Create QR Code:** Select this option to create QR Code for the user. For further information, see **[How to create QR Code as credential for user](https://oloid.help/en/articles/8294162-how-to-create-qr-code-as-credential-for-user)**
* **Send QR Code on Email:** Select this option to send the QR code to the user's registered email ID. For further information, see **[How to send QR Code on Email](https://oloid.help/en/articles/9794751-how-to-send-qr-code-on-email)**
* **Send User Portal Link:** Select this option to send the user the User Portal Link via email, allowing them to manage their credentials, including viewing or downloading the QR code. For further information, see\*\*[How to send QR Code credential to user using user portal link](https://oloid.help/en/articles/8850381-how-to-send-qr-code-credential-to-user-using-user-portal-link)\*\*

#### Badge ID Tab

To use badgeas credential, configure **Badge ID** option. The Badge ID tab allows you to assign or enroll a user's badge for authentication.

![How to Configure user details - screenshot 8](https://mintcdn.com/oloid-999c42b2/55OieMkczsmikAVb/images/intercom/8347344/image-a8209a2c.png?fit=max\&auto=format\&n=55OieMkczsmikAVb\&q=85\&s=48f6aa995952cd25ee5e772701de7a56)

Do the following:

* **Assign Badge:** Select this option to manually assign a badge to the user. For further information, 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)**
* **Scan Badge to Enroll:** Select this option to scan or enter badge ID to enroll a new badge for the user. For further information, see **[How to enroll users using badge scan in Oloid Portal](https://oloid.help/en/articles/8937141-how-to-enroll-users-using-badge-scan-in-oloid-portal)**

  > [!NOTE]
  >
  > **Note:** Changes here create temporary badges. Use 'Replace Badge' for permanent changes.

#### Windows Password Tab

To use Windows Passwordas credential, configure **Windows Password** option. The **Windows Passwords** tab allows the admin to create and manage the user's Windows login credentials.

![How to Configure user details - screenshot 9](https://mintcdn.com/oloid-999c42b2/55OieMkczsmikAVb/images/intercom/8347344/image-e024b657.png?fit=max\&auto=format\&n=55OieMkczsmikAVb\&q=85\&s=aa48dce0f7f9db874f922f4a3a71d5f2)

Do the following:

* **Create Password:** Select this option to generate a new Windows password for the user. For further information, see **[How to create Password for Windows Login](https://oloid.help/en/articles/8468581-how-to-create-password-for-windows-login)**
* **Add Windows Shared Password:** Select this option to add Windows shared credentials for Windows systems, which multiple users can access.For further information, see\*\*[How to assign Shared Credentials to user](https://oloid.help/en/articles/8504427-how-to-assign-shared-credential-to-user)\*\*
* **Invite to add password:** Select this option to Invite users to Add Windows password for Windows systems.For further information, see\*\*[How to send invite to add Password to a user](https://oloid.help/en/articles/9929285-how-to-send-invite-to-add-password-to-a-user)\*\*

#### Vault Passwords Tab

To use Vault Password credential, configure **Vault Passwords** option. The Vault Passwords tab allows you to manage the user's web password credentials.

![How to Configure user details - screenshot 10](https://mintcdn.com/oloid-999c42b2/55OieMkczsmikAVb/images/intercom/8347344/image-6e8bcf33.png?fit=max\&auto=format\&n=55OieMkczsmikAVb\&q=85\&s=bf380c13968b19e704a443fa244a922f)

Do the following:

**Create Password:** Select this option to create password for web (Chrome Vault) application. For further information, see **[How to create Vault Password for a user](https://oloid.help/en/articles/9936961-how-to-create-vault-password-for-a-user)**.

**Add Vault Shared Password:** Select this option to assign a shared password for web (Chrome Vault) application. Please refer: **[Chrome Vault: How to Add Vault Shared Password for a User in the Tenant Admin Portal](https://oloid.help/en/articles/13284463-chrome-vault-how-to-add-vault-shared-password-for-a-user-in-the-tenant-admin-portal)**

#### Windows Passkey

To use Windows Passkey credential, configure **Windows Passkey** option. Windows Passkey tab allows you to manage the user's windows passkey credentials.

![How to Configure user details - screenshot 11](https://mintcdn.com/oloid-999c42b2/55OieMkczsmikAVb/images/intercom/8347344/image-d77e09c7.png?fit=max\&auto=format\&n=55OieMkczsmikAVb\&q=85\&s=ea7e7caf5e109bd70f1d8697a2e1ccc0)

**Create Windows Passkey:** Select this option to create Windows Passkey for Window Login application. For further information, see **[How to create Passkey as credential for users in Oloid Portal.](https://oloid.help/en/articles/11058549-how-to-create-passkey-as-credential-for-users-in-oloid-portal)**

**Create Windows Shared Passkey:** Select this option to create Windows Shared Passkey for Window Login application. For further information, please refer: **[How to Assign Windows shared Passkey for a user in the Tenant Admin portal](https://oloid.help/en/articles/13305454-how-to-assign-windows-shared-passkey-for-a-user-in-the-tenant-admin-portal)**

#### Vault Passkey

Vault Passkey is automatically created after passkey generation under the user profile. The Vault Passkey tab allows you to manage the user’s web passkey credentials. For information please refer: [Oloid Platform - How to View and Edit Vault Passkey (FIDO2 certificate)](https://oloid.help/en/articles/12889955-oloid-platform-how-to-view-and-edit-vault-passkey-fido2-certificate)

![How to Configure user details - screenshot 12](https://mintcdn.com/oloid-999c42b2/55OieMkczsmikAVb/images/intercom/8347344/image-4d30fda8.png?fit=max\&auto=format\&n=55OieMkczsmikAVb\&q=85\&s=2b8022e7f135905d620a59bb290fc563)

#### PIN Tab

To use PIN credential, configure **PIN** option. The PIN tab allows you to manage the user's PIN configuration.

![How to Configure user details - screenshot 13](https://mintcdn.com/oloid-999c42b2/55OieMkczsmikAVb/images/intercom/8347344/image-c3d8c0c9.png?fit=max\&auto=format\&n=55OieMkczsmikAVb\&q=85\&s=3636a6874f43b8b788ae2a85eedd072b)

Do the following:

* **Add PIN:** Select this option to add PIN to the user. For further information, see\*\*[How to add PIN as credential to users](https://oloid.help/en/articles/8385780-how-to-add-pin-as-credential-to-users).\*\*
* **Send Reset PIN Email:** Select this option to allow users to Reset PIN. To add and configure PIN. For further information, see **[How to send invite to set Pin on Email to a user](https://oloid.help/en/articles/9937001-how-to-send-invite-to-set-pin-on-email-to-a-user)**.
* **Send PIN**: Select this option to send the PIN via Email or SMS to the registered users. For further information, see **[How to Send PIN to User via email in the Tenant Admin Portal](https://oloid.help/en/articles/14750432-how-to-send-pin-to-user-via-email-in-the-tenant-admin-portal).**
* **Lock PIN:** Select this option to Lock the PIN and prevent the user from authenticating. For further information, see **[Tenant Admin Portal - How to Lock PIN Credential for a User](https://oloid.help/en/articles/14014193-tenant-admin-portal-how-to-lock-pin-credential-for-a-user)**

#### NFC/ID Tab

To use NFC/ID credential, configure **NFC/ID** option. The NFC/ID tab allows you to manage the user's NFC/ID configuration.

![How to Configure user details - screenshot 14](https://mintcdn.com/oloid-999c42b2/55OieMkczsmikAVb/images/intercom/8347344/image-4555bdae.png?fit=max\&auto=format\&n=55OieMkczsmikAVb\&q=85\&s=7aa91ecbdd6b436c3396e6f93c3335a1)

**Assign NFC/ID:** Select this option to assign NFC/ID to the user. For further information, see **[How to assign NFC/ID as a credential to the user](https://oloid.help/en/articles/8403103-how-to-assign-nfc-id-as-a-credential-to-the-user)**.

#### CloudKey Tab

To use CloudKey credential, configure **CloudKey** option. The CloudKey tab allows you to manage the user's CloudKey configuration.

![How to Configure user details - screenshot 15](https://mintcdn.com/oloid-999c42b2/55OieMkczsmikAVb/images/intercom/8347344/image-b64a8ce3.png?fit=max\&auto=format\&n=55OieMkczsmikAVb\&q=85\&s=c99e377829f6052192c286fcc51e1b76)

**Create CloudKey:** Select the option to create CloudKey. For more information, see **[How to add CloudKey as credential to users](https://oloid.help/en/articles/8290091-how-to-add-cloudkey-as-credential-to-users)**

### Groups Tab

The Groups tab allows the Tenant Admin to add users to a Group. For more information, refer to **[Tenant Admin Portal - How to Map User to a Group](https://oloid.help/en/articles/8267045-tenant-admin-portal-how-to-map-user-to-a-group)**

![How to Configure user details - screenshot 16](https://mintcdn.com/oloid-999c42b2/55OieMkczsmikAVb/images/intercom/8347344/image-c8e4eec9.png?fit=max\&auto=format\&n=55OieMkczsmikAVb\&q=85\&s=9d7da5fd18665a8f039cbac745859ee7)

### Transactions Tab

The Transactions tab allows you to view the transaction history of the user.

![Image](https://mintcdn.com/oloid-999c42b2/55OieMkczsmikAVb/images/intercom/8347344/1bfde9f7-2bc3-4af2-ae9a-a1657f1e6bbf-80ad9994.png?fit=max\&auto=format\&n=55OieMkczsmikAVb\&q=85\&s=9a64445d3d643e80f640283155bae81a)

### Consent Tab

The **Consent** tab shows the user’s current consent status and their complete consent history.

> [!NOTE]
>
> **Note:** Consent Status are as follows:

* Provided: User has provided consent for adding face
* Denied: User has rejected consent
* Pending: User has been sent the consent and user action is pending.
* Reconsent Pending: User had previously denied consent and was re-shared the consent and user action is pending.

Click the download icon to save consent file.

![How to Configure user details - screenshot 17](https://mintcdn.com/oloid-999c42b2/55OieMkczsmikAVb/images/intercom/8347344/image-3897bfd6.png?fit=max\&auto=format\&n=55OieMkczsmikAVb\&q=85\&s=fa4e686f9bf60c8abd000ad3f058a417)

Select Consent History tab to view past consents and their status.

![How to Configure user details - screenshot 18](https://mintcdn.com/oloid-999c42b2/55OieMkczsmikAVb/images/intercom/8347344/e968ca1f-f58c-4ee9-99fc-f9b961666e72-ccbe5158.png?fit=max\&auto=format\&n=55OieMkczsmikAVb\&q=85\&s=bd39bff22bacff500b7655cc1255d331)