User Management

The User Manager application in BigFix SaaS provides administrators with a robust interface to efficiently manage user accounts, roles, permissions, and activities in BigFix SaaS. This guide walks you through the process of creating new users, disabling or deleting existing users, setting passwords, managing roles, and more, ensuring you have a smooth and efficient experience.

Note:
The User Management app is visible only to administrators. Ensure you are logged in as an administrator to access this app.

Key features

User Account Management
  • User Creation and Registration: Admins can create and onboard new user accounts.
  • Account Status Management: Enable, disable, or unlock user accounts to control access.
  • User Activity Insights: Monitor login history, failed attempts, and account status.
  • User Deletion: Permanently remove user accounts and revoke all associated access.
Role-Based Application Access
  • Role Assignment: Assign predefined roles (example - Admin) or create custom roles to control feature access.
Authentication and Security
  • Authentication Management: Supports multifactor authentication for enhanced security.
  • Password Enforcement: Enforce strong password requirements, including complexity and expiration.
  • Profile and Credential Management: Allow users to securely update personal information and passwords.

Creating and managing users

  • Creating a new user
  • Details: Click on a user to view details such as role, creation date, email, last login, and failed login attempts.
  • Disabling/enabling a user: To disable a user, click on the disable option. If needed, re-enable a user by clicking the enable option.
  • Unlocking a user: Restore access to users locked due to failed login attempts.
  • Deleting a user: Permanently remove a user and revoke all access. To delete a user, disable the user first, and then proceed with deletion.

Managing user profile

  • Updating Username: Users can update their username by clicking on the profile icon in the header and accessing the Profile Manager.
  • Updating Password: To update the password, navigate to the Profile Manager and follow the prompts to change it.

Manage Reports

The Reporting Feature within User Management allows administrators and operators to filter, save, and quickly re-apply specific views of user data. This functionality is designed to be consistent with reporting features across other BigFix SaaS applications.

How to create a report
To create a new report with the current filtered view of the user list:
  1. Apply desired criteria to the user list using the Filter tool.
    • For example, a filter might be used to:
      • Narrow down the user list based on a specific string in their name.
      • Isolate users based on a role, such as "administrator" status.
      Identify inactive users by setting a criterion on the Last seen date (e.g., users not seen in the last 30 days).
  2. Click Manage Reports.

  3. On the Manage Reports page, Save Report tab, enter a unique name and an optional description and click Save.

How to view/access an existing user management report

Saved reports can be accessed as follows:

  • Within the User Management app: Use the Manage Reports control in the User Management action bar, switch to Load Report tab, and click on an existing report to view.
  • Centralized View: Access All Reports, which is a central hub for managing reports across applications. Loading a report automatically re-applies all its saved filters.
Permissions for creating and deleting reports
  • Creation: Any user (operator) with access to the User Management application can create and save reports.
  • Deletion: Only the Owner (the user who created the report) can delete their own reports. Non-owners cannot delete reports owned by other users. Furthermore, when a user account is removed from the system, any reports owned by that user are also automatically removed.
Usage limitations
  • Role-Based Reports: There is currently no support for generating reports based on roles.
  • Exporting Data: Exporting saved reports is not supported due to the presence of sensitive data within User Management.