Eleveo WFO
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Navigating Inside the User Management

Available Configuration Sections

After a successful login, the User Management administration console will display.

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The following configuration sections are available in the navigation tree:

  • Realm Settings – modify the default settings of the realm (read more: Managing Realm Settings ).

  • Manage Roles – add, modify, or remove custom composite roles (read more: Managing Custom Roles ).

  • Identity Providers – add, modify, or remove an Identity Provider; this is necessary when configuring a user authentication with external authentication providers.

  • User Federation – add, modify, or remove a User Federation; this is necessary when configuring a user synchronization.

  • Provider Clients – add, modify, or remove a Provider Client; this is necessary when configuring the automatic import of users and groups from UCCE/X (read more: Managing Provider Clients ).

  • Groups – add, modify, or remove user groups (read more: Managing Groups )

  • Users – add, modify, or remove user accounts (read more: Managing Users )

  • Sessions – manage user sessions (read more: Managing Sessions )

  • Events – view logged events (read more: Viewing Events )

  • License Management – upload licenses for other Eleveo applications (read more: Managing Licenses )

Using the User Menu

To manage the User Management user account, click on the User Profile button or the username in the bottom left corner to display additional options:

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Using the Navigation Tree

The navigation tree is located on the left of the screen and is expanded by default.

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Hover the mouse pointer over the menu items. Click a menu item to view the content.

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The selected menu item is highlighted in bold and its associated icon is highlighted in blue.

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Hiding the Navigation Tree

To hide the navigation tree:

  1. Click on the switcher in the middle of the navigation tree.

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  2. The navigation tree minimizes and all other screen elements are displayed.

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    Icons that represent individual menu items display on the bar to the left. The icon representing the currently displayed screen is blue.

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    A Switch Applications button and a User Profile button, are also minimized in the bottom left corner.

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Expanding the Navigation Tree

To expand the navigation tree:

  1. Click the switcher in the middle of the navigation menu. 

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  2. The navigation tree will display.

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Using the Switch Applications Button

To switch the application, click on the Switch Applications button in the bottom left corner of the screen.

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The options available are installation dependent:

  • users need to have any ETL role assigned to be able to see Eleveo ETL Management on this list

  • users need to have any WFM role assigned to be able to see Eleveo WFM on this list

  • users need to have any QM role assigned to be able to see Eleveo Quality Management on this list

  • the user-management-admin role needs to be assigned to users to see Eleveo User Management on the list (from within WFM or QM)

  • the Switch Applications button is not displayed if a user has no additional roles assigned (other than for the currently accessed application).