Users

Overview

The Users screen is where Entitle Admins can view and manage the organization’s employees and their permissions.

The Users screen has several key functionalities for Admins:

• Can search for specific employees within the organization.
• Can view employees’ managers.
• Can manage associated accounts.
• Can view, manage, and revoke employees’ permissions.

This page will provide you with step-by-step instructions on how to use the Users screen in Entitle.

View employees’ accounts

1. Once you log into Entitle, navigate to the Users tab on the left-side menu.

2. The left-side column shows a list of all your organization’s users within Entitle and their Entitle roles.

   

3. To search for a specific employee by name, use the Search bar in the right corner. Otherwise, you can scroll down the list to find the desired account.

   

   Note: Users with the Deleted icon next to their names have previously been removed from the Entitle tenant.

4. By clicking on a specific account, you will be redirected to this screen:

   
   
   1. At the top of the screen, you will see the employee’s email, Entitle role, and Direct manager (will only be available if HR is enabled in the IdP connection).
   2. This screen has two main functionalities:
      • Integration accounts tab allows you to manage your tenant’s integrations and associated accounts. Continue reading from here onwards for further details.
      • Permissions table tab: This allows you to view and manage an employee’s permissions in Entitle. For further details, refer to this section in this guide.

Manage accounts

Inside the Integration accounts tab in the Users screen, you will be able to:

1. View the integrations that were set up in your tenant and the accounts that have integrated them.
2. Add accounts association to integrations that are yet to be mapped to the employee’s user.
3. Add accounts association to integrations that are mapped to the employee's user.
4. Remove accounts association from integrations that are mapped to the employee's user.

Add accounts association to integrations that are yet to be mapped to the employee’s user

1. To add an integration and accounts, click the Add integration button.

   

2. Select an integration from the list or search for a specific one using the search bar. Note that integrations that already appear in the Integration accounts tab will not show in the list.

   

3. Then, select an account from the list or search for a specific one. You can select multiple accounts if needed.

   

4. Finally, click the Add integration button.

   

5. The new integration and its associated accounts will now appear as a new tile in the Integration accounts tab.

Add accounts association to integrations that are mapped to the employee's user

1. In the Integration accounts tab, navigate to the specific integration from the catalog to which you want to add accounts.

   

2. Click the “+” icon next to your chosen integration to add a new account.

   

3. In the Add accounts pop-up screen, associate the adequate accounts. Note that here too, you can add multiple accounts at once. Then, click the Add accounts button.

   

4. You can now see the associated account(s) as part of the integration you originally selected.

Remove accounts association from integrations that are mapped to the employee’s user

1. In the Integration accounts tab, click the "x" icon next to the account you wish to remove from the specified integration.

   

2. In the pop-up screen, click the Remove account button. Note: If an integration has only one account that has been removed, the integration itself will be removed.

   

View and manage employees’ permissions

1. To view an employee’s permissions, click anywhere on the user’s row in the Users screen.

   

2. Navigate to the Permissions table tab. This tab has a couple of different functionalities:

   

   1. Permissions table (Number 1): Includes all of the user’s permissions inside and outside of Entitle. The columns from left to right are:

      • Integration: The integration to which the employee was granted permission.
      • Resource type: The permission’s resource type.
      • Resource: The permission’s resource name.
      • Role: The permission’s role name.
      • Account: The account that requested the permission.
      • Request number: Clicking on it will open a side-screen with the request details.
      • Expiration: The permission’s expiration date. This is only valid for permissions that Entitle granted.

   2. Filter permissions: (Number 2): Use the different filters (integration, account. resource type, resource, and role) to view a filtered permissions table. The table will adjust according to the selected filters.

   3. Revoke employees’ permissions (Number 3): Click the Revoke button in the according permission row. Then in the pop-up screen, click Confirm.

      

   4. For further details on integrations/resources/roles, hover over the Integration name/Resource/Role. Click on any of them to navigate to Entitle's specific page.