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SUPPORT INFORMATION
Getting Started
Using the Dashboard
APIs
Setup and Manage
Rebranding and Customization
Managing Accounts and Groups
Configuration
Integrations
Developer SDKs
Architecture and Deployment
Editing an Account
Learn how to use the Fusion Admin Console to create and manage customer identities.
To begin managing an existing account, use an Admin account to log into the Fusion Admin Console and select Identities and Groups from the main menu. Accounts that already exist will be displayed here, as shown below:
Within Identities, the following actions can be taken:
Changing the Identity Store
The Fusion Admin Console provides centralized account management across all of your identities stores, irrespective of what Identity Store they're stored in.
To switch identity stores, perform the following steps:
1) Within Identities and Groups, select 'Default User Store' from the drop-down list in the top right-hand menu
2) Choose the alternative Identity store from this list that contains the accounts that you wish to manage
3) The listing of accounts will be refreshed. It's that easy!
Search
The Admin Console provides an intuitive search capability to quickly locate accounts.
To search for an account, perform the following steps:
1) Within Accounts, select Search from the top right-hand menu
2) The search menu will be displayed alongside the account list, as shown below:
Accounts search panel
3) You can search for accounts in the following ways:
Account identifiers
Search by both username or email address account identifiers in the Login Identifier field.
You can also look an account up by its ID in the ID field.
Account attributes
Default attribute search fields
We've added a few common attributes to the account search menu:
Use the Email Address field to search by email attributes or find accounts by Given or Family names.
Customers can enter their email addresses as personal information in their accounts. In this case, the email address will be treated as an attribute and not a login identifier.
Default attribute search fields
Custom attribute search fields
You can have a maximum of 5 custom search fields per identity store.
Indexing settings can't be edited after the attribute is saved to the identity store.
Custom attribute search fields
Account actions
Filter disabled or enabled accounts using Account Status.
Accounts matching your search criteria will populate next to the search panel:
Edit Account
To edit the attributes or settings of an account, perform the following steps:
1) Within Accounts and Groups, select the Identity Store from the drop-down list in the top right-hand menu that contains the account that you wish to edit.
2) Once you've located the account you wish to edit, click anywhere in the gray highlighted or click the edit button displayed at the end of a row:
Click to Enlarge
3) The Edit Account page is displayed as shown below.
Here, administrators or help desk personnel can access and make changes to a customer's account identifiers and basic information.
Changes take immediate effect.
Customer basic information
Make changes to Basic Information
Updated basic information can be saved at the bottom of the section.
When saving changes, customer service can decide whether to send a notification to the customer or not.
If more than one notification policy is available, customer service can pick the appropriate branding to apply:
When sending system generated messages, you have multiple notification policies to choose from if the customer account's Identity Store is assigned to multiple Applications.
Administrators can also discard their changes by hitting 'Cancel' in the footer of the Edit Account page.
Account support
When your customers turn to your service desk in their final effort to recover their accounts, Strivacity Fusion equips service desk personnel with the right tools to resolve account authentication issues.
Authentication support
Account event logs
While troubleshooting problems for a customer, your service desk can pull up every event log related to the account in the Account Activity tab:
Send password reset email
Customer service can initiate a password reset email from the Admin Console. The password reset notification will provide the customer with a secure link to self-service reset their password.
Before firing off the password reset email, customer service is prompted to pick the appropriate branding via an application:
Click to enlarge
Only applications that have the Password Reset template enabled in their notification policy are listed.
Change password
When left with no other option, service desk personnel can opt to change a customer's password directly from the Admin Console:
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Multi-factor authentication
The Edit Account page provides the option for your administrators or service desk personnel to view, by Application, which MFA methods a customer has set up.
Customer service can assist customers by managing their MFA methods from the Admin Console.
Delete an MFA method
Removing MFA methods may come in handy if customers lose their mobile device or can't log in to their email account. Customer service can help with just a few clicks:
Add new authenticators
You can avoid leaving your customers without a secondary authentication method: service desk personnel can also add a new email address or phone number to a customer's account:
Privacy & Data
The Edit Account page also provides the ability for administrators or help-desk staff to download the customers' account information to help service any data requests.
Current Sessions
The Edit Account page provides the option for your administrators or help-desk staff to view and manage the current sessions that a customer may have open across devices. An administrator can view the browser type, the geographic location, and the IP address from where the session originated. The details of these sessions can be viewed, and the sessions terminated if needed.
Upon termination of a session, any access from that browser will be terminated. If a customer wishes to use that same browser again, they will be required to re-authenticate and provide an MFA method if configured.