Editing a user - PingOne Cloud Platform - PingOne

PingOne Cloud Platform

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PingOne Cloud Platform
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PingOne Cloud Platform
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Administratorguide
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Product documentation
Guide > Administrator Guide
Guide

Use the Users page to edit users in the directory. The fields differ slightly based on your configuration.

Editing a user - Customer

Use the Users page to edit users in the directory.

  1. Go to Directory > Users and browse or search for the user that you want to edit.
  2. Click the user entry to open the user details panel.
  3. On the Profile tab, enter or edit the user's personal information, contact information, identity information, or preferences.
  4. On the Groups tab, enter or edit group membership. Click + Add to add the user to a group.

    Learn more in Groups.

  5. Edit user roles.
    • On the Roles > Administrative Roles tab, click the Delete icon to unassign roles that determine actions admins can take in PingOne. To assign a role, click Grant Roles.
    • On the Roles > Application Roles tab, click the Pencil icon or click Grant Application Roles to assign or unassign roles that determine access to features and API resources in applications developed by your organization.

    Learn more in Managing user roles.

  6. On the Services > Authentication tab, enter or edit authentication information.
    • For Multi-factor authentication, click the toggle to enable or disable MFA.
    • Under Methods and Devices:
      • Click a device entry to show the date and time that the device was paired. If the device is a mobile device, and if logs have ever been sent from the device, the date, time, and Support ID of the most recent logs are shown.
      • To unpair a device, click the More Options (⋮) icon for the device and then select Unpair.
    • Under Authoritative identity provider, PingOne shows any configured external identity providers. To change the authoritative identity provider, click the More Options (⋮) icon and then select Edit.

      Learn more in Authoritative identity providers.

    • Under Linked accounts, PingOne shows any external accounts, such as Google or LinkedIn, that are linked to the user profile. To unlink an external account, click the More Options (⋮) icon and then select Unlink.
  7. On the Services > Consent tab, view any agreements that the user has consented to.
  8. On the Services > ID verification tab (PingOne Verify only), PingOne shows verification status for the user. View the verification history, reset verification status, or manually approve a user.

    Learn more in PingOne Verify.

  9. On the Services > Sync status tab, view the sync status for any provisioning connections.

    Learn more in Provisioning.

  10. On the API tab, view technical information about the user, such as user ID, environment ID, and the URL at which the user data can be found.

Editing a user - Workforce

Use the Users page to edit users in the directory.

  1. Go to Directory > Users and browse or search for the user that you want to edit.
  2. Click the user entry to open the user details panel.
  3. On the Profile tab, enter or edit the user's personal information, contact information, identity information, or preferences.
  4. On the Groups tab, enter or edit group membership. Click + Add to add the user to a group.

    Learn more in Groups.

  5. Edit user roles.
    • On the Roles > Administrative Roles tab, click the Delete icon to unassign roles that determine actions admins can take in PingOne. To assign a role, click Grant Roles.
    • On the Roles > Application Roles tab, click the Pencil icon or click Grant Application Roles to assign or unassign roles that determine access to features and API resources in applications developed by your organization.

    Learn more in Managing user roles.

  6. On the Services > Authentication tab, enter or edit authentication information.
    • For Multi-factor authentication, click the toggle to enable or disable MFA.
    • Under Methods and Devices:
      • Click a device entry to show the date and time that the device was paired. If the device is a mobile device, and if logs have ever been sent from the device, the date, time, and Support ID of the most recent logs are shown.
      • To unpair a device, click the More Options (⋮) icon for the device and then select Unpair.
    • Under Authoritative identity provider, PingOne shows any configured external identity providers. To change the authoritative identity provider, click the More Options (⋮) icon and then select Edit.

      Learn more in Authoritative identity providers.

    • Under Linked accounts, PingOne shows any external accounts, such as Google or LinkedIn, that are linked to the user profile. To unlink an external account, click the More Options (⋮) icon and then select Unlink.
    • Under Integrations, select the services that should be enabled for the user. To disable or bypass a service, click the More Options (⋮) icon and then select Disable or Bypass. Bypassing a service suspends the need for a user to authenticate using the secondary authentication method for a specified amount of time.
  7. On the Services > Consent tab, PingOne view any agreements that the user has consented to.
  8. On the Services > ID verification tab (PingOne Verify only), PingOne shows verification status for the user. View the verification history, reset verification status, or manually approve a user.

    Learn more in PingOne Verify.

  9. On the Services > Sync status tab, view the sync status for any provisioning connections.

    Learn more in Provisioning.

  10. On the API tab, view technical information about the user, such as user ID, environment ID, and the URL at which the user data can be found.