Identity Manager

Identity Manager is the admin app for managing users, groups and roles — create accounts, assign roles, manage group membership, and reset passwords.

Admin only (adminOnly) / singleton. Identity is managed globally in the system workspace.

Opening it

Open Identity Manager from the menu.

Layout

• Sidebar (left) — lists / trees of Users / Groups / Roles (searchable)
• Details (right) — edit the selected subject
  • User: Profile / Security / Membership
  • Group: Information / Members
  • Role: Information

Key tasks

Create a user

From New User, enter a username, password (or mark it a service account), display name and email.

A service account is a non-interactive identity used by integrations (via runAs). It has no password and can never sign in.

Assign roles

Select a user, check the roles to grant in the Security tab, and save.

Add to a group

Select a group and add members from the Members tab (search by name, username or email).

Reset a password

Set a new password in a user's Security tab (except for service accounts).

Manage hierarchy

Groups and roles can be hierarchical. You can set a parent at creation time, and membership shows both direct and effective (including ancestors) memberships.

Tips

• Deletion uses a confirmation dialog; for hierarchies, children are affected too.
• Lists can be filtered by name, with a live count.