Documentation

3.4 IAM

1. Adding new Users

In this section, you will learn how to manage your Kaholo account users. Ensure to have the appropriate license before using this option. The Users option enables you to do the following:

Adding Users to your Kaholo Account

In this article, you will learn how to add users to your Kaholo account. It is worth noting that the number of users that you can add depends on the type of license that you have. If you run into any issues in adding users, please reach out to us so we can help you resolve any user management issues.

1. Select the IAM option and access the Users panel. See Getting into the Users panel for more info.
2. In the Users panel, click the Create User button.

3. The Create User window will appear. Specify the user details:

    • Name: enter the user’s name.
    • Email: enter the user’s email address.
    • Phone number (optional): enter the user’s contact number.
    • Password: enter the user’s temporary password.
    • Repeat Password: re-enter the user’s temporary password.
    • Change password on next login: select this checkbox if you would like to prompt a change password on the user’s next login.

4. After specifying the user details, click Create to add the user.

Editing User Details

In this section, you will learn how to edit/update user details. If you need to change your password, you can also use this method.

  1. Select the IAM option and access the Users panel. See Getting into the Users panel for more info.
  2. In the Users panel, find the user that you want to update and click the user’s name.
  3. The selected user will be enabled for editing. In the User panel, click the Settings tab.
  4. The Settings tab opens, in this tab, you can edit the user details.
  5. After updating the user, click Save to apply the changes.

Deleting Users

 Deleting the users will remove them from the account and will no longer allow them to access the Kaholo app.

  1. Select the IAM option and access the Users panel. See Getting into the Users panel for more info.
  2. In the Users panel, find the user that you want to delete and click the user’s Delete icon.

Adding Users to Groups

In this section, you will learn how to add users to user groups.

1. Select the IAM option and access the Users panel. See Getting into the Users panel for more info.
2. In the Users panel, find the user that you want to update and click the user’s name.
3. The selected user will be enabled for editing. In the User panel, click the Groups tab.
4. In the Groups tab, click the Attach Groups button.
5. The Attach Groups window will appear. Select the group where you want to add the user to by selecting the group’s checkbox.

    • Note: you can add the user to multiple groups by selecting multiple checkboxes.

6. After adding the user to a group, click Save to apply the changes.

7. There are two ways of checking which groups a user is attached to:

    • You can check it on a list of all users in the system, by clicking on the number of groups in that user row as shown below.
    • You can check under the ‘Groups’ tab on each user’s view.

Removing Users from a group

In this section, you will learn how to remove users from a group. Removing users from a group will not delete the users from the app.

  1. Select the IAM option and access the Users panel. See Getting into the Users panel for more info.
  2. In the Users panel, find the user that you want to update and click the user’s name.
  3. The selected user will be enabled for editing. In the User panel, click the Groups tab.
  4. In the Groups tab, find the group that you want to remove the user from and click the Remove icon under the Detach column.

Note:

Clicking the Remove icon will instantly remove the user from the group. There will be no confirmation when removing the group.

2. Service Account Creation

In this section, you will learn how to create service accounts.

1. Click on Setting Gear and then choose Key icon to access IAM options

2. In the Users panel, click the Create Service Account button.

3. The Create Service Account window will appear. In the Name field, enter the service account username. Click Create to add the new service account.

4. You will get a token that you should copy and store safely.

Editing Service Account Username

In this section, you will learn how to update the service account username.

1. Select the IAM option and access the Users panel. See Getting into the Users panel for more info.

2. In the Users panel, find the service account user that you want to update and click the user’s name.

3. The selected service account user will be enabled for editing. In the User panel, click the Settings tab.

4. The Settings tab opens, in this tab, you can edit the service account’s Name. After updating the user, click Save to apply the changes. You will be notified with a confirmation message on the bottom of your browser window once the account has been successfully created.

Revoking Service Accounts Token

In this section, you will learn how to revoke the service accounts token. When revoking the token, it will be replaced after it has been revoked. Performing this operation will no longer require saving the actions as the revocation will automatically save the changes.

1. Select the IAM option and access the Users panel. See Getting into the Users panel for more info.

2. In the Users panel, find the service account user that you want the token revoked and click the user’s name.

3. The selected service account user will be enabled for editing. In the User panel, click the Settings tab.

4. Find the Key field and click the Revoke key button.

Note: There’s no need to click the ‘save’ button after revoking. The new key has been saved.

Deleting Service Accounts

In this section, you will learn how to delete service accounts. Once deleted, these accounts will no longer appear on the list and will be permanently deleted from the system.

  1. Select the IAM option and access the Users panel. See Getting into the Users panel for more info.
  2. In the Users panel, find the user that you want to delete and click the Service Account user’s Delete icon.
  3. Confirmation dialog box will appear, click Yes to continue deleting the selected service account.

3. Creating Group

In this article, you will learn how to create user groups. This option enables you to organize users by grouping them.

1. To add a new group, click the Create Group button.

2. The Create Group dialog box will appear. Specify the Group details:

        1. Group Name: enter the user group name.
        2. Group Description: enter the user group description.

3. Click the Create button to create the group.

Delete Group

In this article, you will learn how to delete user groups.

  1. In the Groups list, find the user group that you want to delete and click its Delete icon.
  2. A Confirmation dialog box will appear. Click Yes to continue deleting the selected user group.

Editing User Group

In this article, you will learn how to edit/update user groups.

  1. In the Groups panel, find the group that you want to update and click the group’s name.
  2. The selected group will be enabled for editing. In the Group panel, click the Settings tab.
  3. The Settings tab opens, in this tab, you can edit the group details.
  4. After updating the group , click Save to apply the changes.

Adding Users to a Group

In this article, you will learn how to add users to a group. Adding users to a group organizes those who have access to the Kaholo account. It also allows you to manage access and feature usage when you configure the user group.

  1. In the Groups panel, find the group that you want to update and click the group’s name.
  2. The selected group will be enabled for editing. In the Group panel, click the Users tab.
  3. In the Users tab, click the Attach Users button.
  4. The Attach Users window will appear. Find the user(s) that you want to add to this group and select the checkboxes beside the user’s name.
  5. After adding the users to the group, click Save to apply the changes.

Removing Users from the Group

In this article, you will learn how to remove users from a group. Removing the user from a group will also remove his access to projects, pipelines, features, and other options that are enabled for the group.

  1. In the Groups panel, find the group that you want to update and click the group’s name.
  2. The selected group will be enabled for editing. In the Group panel, click the Users tab.
  3. In the Users tab, find the user that you want to remove the user from and click the Remove icon under the Detach column.
        1. Note: clicking the Remove icon will instantly remove the user from the group. There will be no confirmation when removing the group.

Configuring User Group Identity and Access Management Policies

  1. In the Groups panel, find the group that you want to update and click the group’s name.
  2. The selected group will be enabled for editing. In the Group panel, click the Policies tab.
  3. Ensure that the IAM Policies option is selected in the drop-down menu.
  4. In the IAM section, select the group’s permission by selecting the appropriate checkboxes.
        1. Read: selecting this option will only allow the users under this group to view the projects and pipelines but will be restricted to create, update, or delete projects/pipelines.
        2. Create: selecting this option will allow users under this group to create projects and pipelines.
        3. Update: selecting this option will allow users under this group to update projects and pipelines.
        4. Delete: selecting this option will allow users under this group to delete projects and pipelines.
  5. The changes will be saved automatically as soon as you change the permissions.

Configuring User Group Project Policies

1. In the Groups panel, find the group that you want to update and click the group’s name.
2. The selected group will be enabled for editing. In the Group panel, click the Policies tab.
3. In the Policies menu, click the drop-down arrow and select the Project Policies option.
4. The Project Policies panel will be enabled. You can select the Create Projects to allow the users under this group to create projects.
5. Select which projects the users under this group can access by selecting the checkbox of the appropriate projects.

6. You can also click the drop-down arrow beside the project to set the access and permissions that you want to configure to this group.
7. The changes will be saved automatically as soon as you make the changes.

Configuring User Group Identity and Access Management Policies

  1. In the Groups panel, find the group that you want to update and click the group’s name.
  2. The selected group will be enabled for editing. In the Group panel, click the Policies tab.
  3. In the Policies menu,click the drop-down arrow and select the Manage Policies option.
  4. The Manage Policies panel will be enabled. You can allow the user to access the Manage Panel via Have Access.
  5. The changes will be saved automatically as soon as you make the changes.

 

 

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