DaVinci Admin Users - PingOne Services - PingOne - PingOne DaVinci - PingOne Cloud Platform

PingOne DaVinci
Page created: 28 Oct 2021 |
Page updated: 22 Mar 2023
| 1 min read

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You can add admin users to DaVinci through PingOne or natively through the Team tab.

Note:

The features on the Team tab are currently in limited release. We recommend adding admin users through PingOne so that they can use single sign-on (SSO) to access the DaVinci UI. If you want to create admin users directly in DaVinci, request access by opening a support case.

Adding PingOne Admin Users

Page created: 4 Aug 2022 |
Page updated: 22 Mar 2023
| 1 min read

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Note:

We recommend creating admin users in PingOne so that they can use sso to access the DaVinci UI. This procedure is optional. The required roles also grant the user additional privileges in PingOne.

To add admin users in PingOne:

  1. Sign on to PingOne.
  2. Select the environment that includes your DaVinci instance.
  3. Go to Identities > Users.
  4. Locate the user that you want to edit. You can browse or search for users.
  5. Click the Details icon to expand the user that you want to edit, and then click the Pencil icon.
  6. Click Roles.
  7. Add the Identity Data Admin role.
    1. Click +Add Role.
    2. Select the Identity Data Admin role.
    3. Click Next.
    4. In the Define Responsibilities section, click the Add icon to add the environment that includes your DaVinci instance.
    5. Click Add Role.
  8. Add the Environment Admin role.
    1. Click +Add Role.
    2. Select the Environment Admin role.
    3. Click Next.
    4. In the Define Responsibilities section, click Show Environments, then click the Add icon to add the environment that includes your DaVinci instance.
    5. Click Add Role.

The user can now access DaVinci through SSO. You can apply more fine-grained control over the user's responsibilities by creating a role in the DaVinci Roles tab and assigning it to the user in the DaVinci Team tab.

Adding a team member

Page created: 10 Nov 2021 |
Page updated: 2 Feb 2023
| 1 min read

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Add a new team member to your company in DaVinci.

  1. Click the Team tab.
  2. Click Add Team Member.
  3. In the First Name field, enter the team member's first name.
  4. In the Last Name field, enter the team member's last name.
  5. In the Email field, enter the team member's email address.
  6. In the Role list, select one or more roles to assign to the user.
  7. Optional: In the Phone Number field, enter the team member's phone number.
  8. Optional: In the Password field, enter a password for the team member.
    Note:

    If you don't enter a password, the team member receives an email that lets them set a password.

  9. Click Create.

Editing a team member

Page created: 10 Nov 2021 |
Page updated: 2 Feb 2023
| 1 min read

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Edit an existing team member to update their properties and roles.

  1. Click the Team tab.
  2. Find the team member you want to edit and click Edit.
  3. Optional: In the Role list, select one or more roles to assign to the user, or click x to remove one or more roles from the user.
  4. Optional: In the First Name field, edit the team member's first name.
  5. Optional: In the Last Name field, edit the team member's last name.
  6. Optional: In the Phone Number field, enter or edit the team member's phone number.
  7. Click Save.

Resetting a team member's password

Page created: 10 Nov 2021 |
Page updated: 2 Feb 2023
| 1 min read

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Reset a team member's password.

  1. Click the Team tab.
  2. Find the user whose password you want to reset.
  3. Click ... > Reset Password.

    A reset password modal opens.

  4. In the New Password field, enter the new password.
  5. In the Confirm New Password field, re-enter the new password.
  6. Click Submit.

Unlocking a team member

Page created: 10 Nov 2021 |
Page updated: 2 Feb 2023
| 1 min read

PingOne DaVinci Product PingOne Cloud Platform PingOne PingOne Services

Unlock a team member whose account has been locked by incorrect password attempts.

  1. Click the Team tab.
  2. Find the user you want to unlock.
  3. Click ... > Unlock.

    A confirmation message opens.

  4. Click Unlock.

Deleting a team member

Page created: 10 Nov 2021 |
Page updated: 2 Feb 2023
| 1 min read

PingOne DaVinci Product PingOne Cloud Platform PingOne PingOne Services

Delete a team member to remove them from DaVinci and remove all access and roles.

  1. Click the Team tab.
  2. Find the team member you want to delete and click Delete.

    A confirmation message shows.

  3. Click Delete.