Draft - Users (with filtering etc.)

Overview

The Users screen is where Entitle Admins can view and manage the organization’s employees and their permissions. This screen has several key functionalities:

• Search for specific employees.
• Sort the organization's employees.
• Can view employees’ managers.
• Can manage associated accounts.
• Can view, manage, and revoke employees’ permissions.

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END OF SPRINT 58 - add this - also to other Users page

Add to Overview:

• After Sort - Filter the organization's employees + link to the View, search, sort, and filter employees' accounts section.
• Change the title of the last bullet point to - View, sort, filter, and revoke employees' permissions + add link again.

Change title to View, search, sort, and filter employees' accounts. After Sort add:

iii. Filter according to the following categories:

• User
• Entitle role
• Direct manager
• Deleted user

From 3-5, change to:

3. Clicking on a specific account will redirect you to the user screen, which has several key functionalities:

   Add a new screenshot with Search, sort and filter functionalities + add new number labels.

   

   i. At the top of the screen, you will see the employee’s email, Entitle role, and Direct manager (Number 1).

   📘

   This is available only if HR is enabled in the IdP connection.

   ii. Integration accounts or Permissions table (Number 2):

   • Integration accounts: This allows management of your tenant’s integrations and associated accounts.
   • Permissions table: This allows viewing and managing employees’ permissions in Entitle. For further details, refer to this section in this guide.

   iii. Search, sort, and filter functionalities (Number 3). Sorting and filtering can be done according to the following parameters

   • Integration name
   • Account name
   • Number of accounts

View, search, and sort employees’ accounts

1. The table presents all your organization’s users within Entitle, the number of associated integration accounts, the number of permissions they have, their direct manager, and their Entitle role.

2. Additional functionalities available:

   1. Search for specific employees by name.

   2. Sort employees based on the following criteria:

      • First name
      • Last name
      • Number of accounts
      • Number of permissions
      • Direct manager
      • Deleted users

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      Users marked with the Deleted icon have been previously removed from the Entitle tenant.

3. Clicking on a specific account will redirect you to the user screen. For example:

4. At the top of the screen, you will see the employee’s email, Entitle role, and Direct manager (Number 1).

   ℹ️

   This is available only if HR is enabled in the IdP connection.

5. This screen has two main functionalities (Number 2):
   • Integration accounts: This allows management of your tenant’s integrations and associated accounts.
   • Permissions table: This allows viewing and managing employees’ 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. This view has a couple of different functionalities:

   

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

      • Account
      • Integration
      • Resource type
      • Resource
      • Permission path
      • Permission type
      • Created
      • Expiration

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      For further details, see Definitions of key concepts in the Permissions screen documentation.

   2. Search accounts, resource names, and role names (Number 2).

   3. Sort and filter (Number 3): permissions according to the table’s components.

   4. Download as CSV (Number 4): You can download specific rows if selected; otherwise, the entire table will be downloaded.

   5. Revoke access to selected permissions (Number 5):

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      • For further information on revoking permissions, see Revoke permissions in the Permissions screen documentation.
      • 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.