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

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TOC

Introduction Pre-requisite Accessing Oloid Portal

• To set new Password
• To Access Oloid Portal

Create and Manage Users

• To Create a User
• To Import Users

Create and Invite Tenant Admin

• To invite Tenant Admin
• To Create and Invite Tenant admin

Create and Manage Credentials

• To Create Password
• To Edit Password
• To Delete Password
• To Create PIN
• To Add Badge

Create and Manage Shared Credentials

• To Create shared Credential
• To Edit Shared Credential
• To Delete Shared Credential

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Introduction

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

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Pre-requisite

You must be a user in the Oloid Portal.

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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.

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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.
4. Click LOGIN. The Set New Password screen is displayed.
5. Enter New Password.
   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.

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To Access Oloid Portal

Pre-requisite: You should be a user with Tenant Admin role.

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.
4. Click LOGIN. The Oloid Portal is displayed.
   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.

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Create and Manage Users

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

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To Create a User

1. Log in to the Oloid Portal.
2. . On the home page of the portal, click Users on the left menu panel. The User page is displayed.
3. Click CREATE USER on the top right corner of the page. The Create a new user pop-up page is displayed.
4. Enter Full Name of the user.
5. Enter Primary ID (optional).
6. Select Use OloID as Primary ID to use OloID for your primary ID.
7. Select connection from the Connection list.
8. Click CREATE. The new user is created and listed on the Users page.

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To Import Users

1. Go to the Users page.
2. Go to Import > Users on the Users menu panel. The Import Users page is displayed.
3. Click IMPORT USERS button on top right corner of the page. The Import User(s) pop-up box is displayed.
4. Click Download template to download the CSV file template.
5. Add values in the CSV file for respective users.
6. Upload the CSV file. The file is uploaded in the Validation section.
7. Click Import.
8. Select connection name in the Analyze section from Connection dropdown and click Analyze.
9. Click Publish after validating and analysing the file. The user and user details are added to the system.

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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.

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To invite Tenant Admin

1. Log in to the Oloid Portal.
2. On the home page of the portal, click user profile icon on the bottom left corner of the menu panel. The user profile menu is displayed.
3. Do one of the following:
   1. Go to Settings > Tenant Admins > INVITE TENANT ADMIN.
   2. Click + Invite Admin.
   3. Go to Settings > Click Action > Invite Tenant Admin. The INVITE TENANT ADMIN pop-up box is displayed.
4. Enter Name or Primary ID of existing User in the search field.
5. Select the accurate user name from the dropdown list.
6. Select INVITE. The tenant admin is listed on the Tenant Admin tab.
   Note: An invite email is sent to the user for verification.
   

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To Create and Invite Tenant admin

1. Go to user profile icon on the bottom left corner of the menu panel. The user profile menu is displayed.
2. Do one of the following:
   1. Go to Settings > Tenant Admins > INVITE TENANT ADMIN.
   2. Click + Invite Admin.
   3. Go to Settings > Click Action > Invite Tenant Admin. The INVITE TENANT ADMIN pop-up box is displayed.
3. Click Name or Primary ID field > Create user. The Create Tenant Admin pop-up box is displayed.
4. On the pop-up box, do the following:
   1. Enter Full Name of the user.
   2. Enter Primary ID (optional).
   3. Select Use OloID as Primary ID to use OloID for your primary ID.
   4. Select connection from the Connection list.
   5. Enter Admin Email of the user.
   6. Click CREATE & INVITE. The tenant admin is created and listed on the Tenant Admin tab.
      Note: An invite email is sent to the user for verification.
      

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Create and Manage Credentials

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

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To Create Password

1. Log in to the Oloid Portal.
2. On the home page of the portal, click Users on the left menu panel. The Users page is displayed.
3. Click Display Name to edit. The User details page is displayed.
4. Go to Credentials > Passwords tab > CREATE PASSWORD. The Create Password pop-up box is displayed.
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.

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To Edit Password

1. Go to the Users page.
2. Click Display Name to edit. The User details page is displayed.
3. Go to Credentials > Passwords tab.
4. Click edit icon for a particular user. The Update Password pop-up box is displayed.
5. Enter the new password in the Password field.
   Note: You should update the password only when you update the Windows password.
6. Click Update. The password is updated successfully

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To Delete Password

1. Go to the Users page.
2. Click Display Name to edit. The User details page is displayed.
3. Go to Credentials > Passwords tab.
4. Click delete icon for a particular user. A confirmation pop-up box is displayed.
5. Select DELETE. The user is successfully deleted.

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To Create PIN

1. Go to the Users page.
2. Click Display Name to edit. The User details page is displayed.
3. Go to Credentials > Pin tab > CREATE PIN. The Add Pin pop-up box is displayed.
4. On the pop-up box, do the following:
   1. Enter New Pin.
      Note: You must enter numbers.
   2. Re-enter new Pin.
   3. Click Add Pin. The pin is created and listed under the Pin tab.

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To Add Badge

1. Go to the Users page.
2. Click Display Name to edit. The User details page is displayed.
3. On the Details tab, do the following:
   1. Enter Secondary ID.
   2. Select Weigand from Credential Format dropdown list.
   3. Click Save.
4. Go to Credentials > Badge tab. The Badge ID is created and the badge details are listed under the Badge tab.

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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.

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To Create shared Credential

1. Log in to the Oloid Portal.
2. On the home page of the portal, click Users on the left menu panel. The Users page is displayed.
3. Click Shared Credentials on the left menu panel. The Shared Credentials page is displayed.
4. Click Create Credentials on the right corner of the page. The Create Password pop-box is displayed.
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 Machine Name.
   4. Enter user name then select user name from Credential Supervisor dropdown.
   5. Enter Username of your Windows Login.
   6. Enter Password of your Windows Login.
   7. Click Save. The credential is created and listed on the Shared Credentials page.

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To Edit 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 edit icon for a particular user. The Update Password pop-up box is displayed.
4. Enter the new password in the Password field.
   Note: You should update the password only when you update the Windows password.
5. Click Update. The password is updated successfully.

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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. A confirmation pop-up box is displayed.
4. Select DELETE. The credential is removed from the Shared Credentials page.