Users

Administrators can use the Platform to create and manage users in one of two ways:

• Manually add local users
• Automatically provision users through SSO

Additionally, any user can self-register to create their own Digital.ai Identity without input from an administrator. For more information, see User Self-Registration.

User Roles

Users can be assigned one of the following roles within the Platform:

• account-user: A basic user with the lowest level of access, limited to Digital.ai application access, support and documentation portal access, and basic preferences. This documentation refers to a user with this role as an "end user".
• account-admin: An advanced user with access to user management, SSO configuration, account settings, audit logs, etc. This documentation refers to a user with this role as an "administrator".

Add a Local User

Local users are stored directly in the Platform database and are not associated with any outside user management system.

tip

We recommend creating only a few local users at first; enough to perform administrative tasks before you connect to your corporate identity provider to onboard the rest of your users.

1. Log in to the Platform as an administrator.
2. In the left navigation, under User Management, click Users.
3. Click the Add User button.
4. In User Information, enter the user's details (including the Username they'll use to log into the Platform).
5. In Roles, choose a role to assign to the user.
6. In User Groups, choose one or more user groups to assign to the user.
7. Click Create user.

At this point, the user will receive an email notification that prompts them to create a password and log in.

You can return to the Users page at any time to view the list of all local users, edit users' details, delete users, or reset passwords.

Add Users from an Identity Provider

To learn how to connect the Platform to your existing identity provider, see SSO Configuration.

After you have connected the Platform to your corporate SSO, users are provisioned in the Platform when the user logs in for the first time through that identity provider.

User Self-Registration

Any user can create their own Digital.ai Identity without being provisioned by an administrator. This is especially useful for providing users with access to the Digital.ai community, support, and documentation portals before an administrator has had a chance to set up the account.

For more information, see User Self-Registration.

Merge Local and SSO Users

The Platform provides an option to merge local and SSO user accounts when the system identifies conflicting user credentials (that is, when an already existing local user logs in through SSO with the same username, email address, or both). This functionality will also catch any users that self-registered prior to integrating with an external identity provider.

The workflow for merging users is as follows:

1. If you log in through SSO and the system finds a conflict, a warning message appears prompting you to either review the profile or to add it to an existing account.

2. Review the profile: Review your account to check if the conflict is true. For example, when the username is the same but not the email address, you could consider this to be two different users. In this case, review your account and make necessary changes so that there is no conflict.

3. Add to existing account: Click this option to merge accounts if you reviewed the profile and identified the users to be the same. After you activate this action, an email notification is sent to the email address mentioned in the local user profile.

4. When you receive the email and click the confirmation link (this link expires in five minutes), the merge process completes and you are logged into the Platform.

warning

After the users are merged, your local user password is deleted and you will no longer be able to log in as that local user.