Team Members

Modified on Mon, 27 Nov 2023 at 11:20 AM

There are two types of users in the platform, one is Team Members who have access to the console, and the other are App users who have access to one or more apps.


Form more on App Users check out the article here.


Create a Team Member


1. To add Team Members, open the Team member menu in the side menu under Administration, and click the Add Team Member Button at the bottom right of the page.



2. Then add the Team Members' full name and email address, and select the appropriate Role for the team member.



The team member will then receive a welcome email, this email will contain a generated temporary password and a link to login to the OneBlink console. 



Multi Factor Authentication (MFA)


Multi factor authentication (MFA), also known as two factor authentication (2FA), is a best practice that requires a second authentication factor in addition to a user name and password sign-in credentials. We strongly recommend enabling MFA to enhance your account security. 


To enable MFA, navigate to the Profile screen by clicking the person icon in the top right corner of the screen. 



Authentication is done using an authenticator app like Google Authenticator or Microsoft Authenticator to generate one-time passwords. Follow the steps included in the MFA set-up to configure your authenticator app and start using MFA to securely log in to the platform. 







Roles


Out of the box the LcS Console includes 5 Team Member Roles (Owner, Administration, Developer, Business User, Form Builder). These Roles and their corresponding permissions can be found in the Roles menu. From here you can view the number of Team Members in each Roles as well as add, edit and remove Roles. For more information on Roles check out this article.


Environments Restrictions


Team Members can also be restricted by environment. To do this use the "Restrict Environment Access" switch. Once turned on you will be able to select the environments that the Team Member will have access to. Once this has been configured the Team Member will only be able to view, access, and modify the environments that have been configured for their Team Member.


For more information on environments check out this article.


Temporary Password


When a new Team Member is added to an app they are provided with a temporary password. This is used when first logging into the app. Once the temporary password is used to login the Team Member will be asked to set a new password. Temporary passwords last 14 days, if the temporary password is not used within those 14 days, then it will expire and a new temporary password will need to be sent to the Team Member. 


Temporary Password Status


When a new Team Member is added to the console the icon next to their user will show as an orange hourglass. This means the user has not logged in to the console and their temporary password has not expired. When the temporary password expires the icon will change to a red padlock. When this happens the user will not be able to login and a new temporary password will need to be sent. To send a new temporary password to the user, click the Resend password button. This will send an email to the Team Member with a new temporary password lasting another 14 days. Alternatively the Team Member can go through the password reset process, this will send the app user a verification code which can be used for the password reset process.



Removing Users


If you would like to remove a Team Member click the trash icon to the right of their email address. You will be prompted to confirm before deleting.


When adding and removing users you will require the User management permission to be enabled. See the Roles article for more details.


Google Authentication


Team Members are also able to authenticate using Google. When adding a new Team Member make sure to select the login with google option. This will ensure the app user is not sent a temporary password and the user will be able to login with google.




Get Help


If you have any questions or would like assistance with setting up your Team Members please contact us via this support portal or email support@oneblink.io. We are happy to assist in any way we can.




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