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  4. Managing Users

Managing Users

View and manage users and access requests from guest users from the User management page. Users can self-register for your portal by default.

You can see information about:

  • Members

  • Pending requests

  • Login settings

Members

When the registration of guest users are approved, they are added to the list of members in the Members tab of the User Management page. You can view a searchable list of current members and manage their accounts by enabling or disabling them.

The Members tab shows the following information:

  • Name

    The first and last name of the registered member.

  • Email

    The email address of the member.

  • Enable portal access

    The slider indicates if access to your portal is enabled or disabled for a user.

View and Search for Members

To find a member, enter the member’s name or email address in the Search by name or email box. The member is listed in the search results.

Enable or Disable Access to Your Portal

When a user’s access to the portal is approved in the Pending requests tab, the Enable portal access slider is on in the Members tab. You can disable a user’s access by moving the slider to off.

Pending Requests

The Pending requests tab displays information about users who registered to access the portal. The maximum pending user registration requests is 500.

The following information is available in this tab:

  • Name

    The name of the user who is requesting access.

  • Email

    The email address of the user who is requesting access.

  • Registration date

    The date the user registered to access the portal.

  • Registration status

    The status of the registration. Registration status can be pending approval or rejected. When the registration is approved, the user is removed from the Pending requests list and added to the list of members on the Members page.

Approve or Reject Member Registration

After a guest user registers for an account using self-registration, you approve or reject the request.

  1. From the User management page, click Pending requests.

  2. Enter the user’s name or email in the Search by name or email box.

  3. From the list, click the three dots icon and select Approve or Reject.

    After approval, the user moves to the Members tab.

    If the registration is rejected, the user cannot log in and access the portal.

Login Settings

The Login settings tab lets you disable or enable self-registration for external users and set up single sign-on for your portal. Self-registration enables guest users to register themselves as members of your API portal. From the Pending requests tab, you can see a list of pending requests from guest users who want to access your portal.

Disable or Enable Self-Registration

By default, the ability for external users to self-register is enabled. This allows guest users to register, become a member, and access your portal site. Administrators can disable self-registration.

Self-registration is for new users only. Existing users cannot self-register. They must use an identity provider to access the portal.

To disable external user registration, from the Login settings tab of the User Management page, turn off the Allow external user registration option.

To enable external registration again, turn on the Allow external user registration option.

Single Sign-On (SSO)

The Single sign-on (SSO) section provides information about how to set up your portal with SSO. For detailed instructions about configuring SSO, see Enabling Single Sign-On for Your Portal.

Manage Salesforce Identity Providers

When enabling SSO, you can add new Salesforce identity providers and delete the providers that you previously configured, and enable and disable them as needed. When the identity provider is enabled, users can log in to the portal using this identity provider.

To add a new identity provider or delete an existing one:

  1. From the User management page, select the Login settings tab.

  2. From the Single sign-on (SSO) section, scroll down to the Add Salesforce identity providers section.

  3. Click Select identity provider and select an option from the dropdown menu.

  4. Click + Add identity provider.

    The identity provider is added to the list.

  5. If you want to delete the identity provider, click Delete.

To enable or disable an identity provider:

  1. From the Single sign-on (SSO) section, scroll down to the Add Salesforce identity providers section.

  2. Move the slider to Enabled next to the name of the identity provider.

  3. If you want to disable the identity provider, move the slider to Disable.

Next Steps

You can further customize and brand your portal using the Experience Builder by clicking Preview and publish your portal.

See Also