Manage security in the UAT environment
It is important to remember the UAT environment is not set up to send out emails and you will need to push out the emails from Serraview. For more information, refer to Send an email from the UAT Environment and Reset password in UAT Environment.
Depending on how your organization's security is set up this will determine how the user will access Serraview.
| Single-Sign On (SSO) | Manual |
|---|---|
|
If your business uses SSO, then the user will either:
Refer to Sign into Serraview UAT Environment. |
The user can sign into Serraview manually. Refer to Sign into Serraview UAT Environment. |
| Users who have forgotten their password will need to contact their IT team. |
If you are using the manual sign in method, the user can reset their password from the Sign In screen. Refer to Request a user account (from the Sign In screen) in UAT environment. |
| Users who have forgotten their password will need to contact their IT team. |
If you are using the manual sign in method, the user can reset their password from the Sign In screen. Refer to Reset password in UAT Environment. |
Depending on how the user access is set up will determine what action the System Administrator will need to complete on the user accounts in the UAT Environment.
| Single-Sign On (SSO) | Manual |
|---|---|
| If your organization is using the SSO method, then you will need to contact your IT team to add the user. |
The System Administrator can create a user accounts, refer to Add user account in UAT environment. |
| If your organization is using the SSO method, then you will need to contact your IT team to add the test user. |
The System Administrator can create a test user account so they can test the set up for:
Refer to Add a test user account. |
| When a new user is created as an SSO user, then this user will be created in Serraview and will have a default user role. The System Administrator can set the default user role, refer to set the default user role also they can modify the role's secured actions, refer to Manage User Roles. |
The System Administrator can modify the role's secured actions, refer to Manage User Roles. |
| Users who have locked their account will need to contact their IT team. |
When a user has entered their password incorrectly more than the permitted number of times in a row, their account will be locked in Serraview. The System Administrator can unlock the user account. |
| Users who have forgotten their password will need to contact their IT team. |
If needed the System Administrator can send out the reset a user account's password. Refer to Reset password in UAT Environment. |
| If your organization is using the SSO method and you want to archive a user, then you will need to contact your IT team. |
If needed the System Administrator can archive a user account. Refer to Remove (archive) a user account in UAT environment. |
New users can also be created within the Workplace module via Workplace Administration, however this method is used to create Workplace Manager or Administrators only. For more information, refer to Workplace Administration.