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The user management page allows the company administrator to view the names, emails, status, quantity, and registration page of each user, as well as assign applications and associate users with groups. All The audit report records all changes to users are recorded in the audit report (documentation in Portuguese language).

It is also from the Manage Users page that the procedure to manually include add new users in manually to the context is initiatedbegins.

The possible status for accounts in TOTVS Identity account statuses are:

  • Activated: the created/imported user is active and can access the context.
  • Invited: the created user has not yet accessed the context for the first time, and therefore the account has is not been activatedactive.
  • Deactivated: the corporate administrator has deactivated the created/imported user has been deactivated from the context by the corporate administrator and therefore ; therefore, the user can no longer access it.
  • Blocked: the created/imported user is prevented from accessing unable to access the company as they have exceeded the limit of unsuccessful attempts established set by the company policy.

The available roles for accounts in TOTVS Identity are:

  • Administrator: this type of account ensures access to user management, groups, applications, and other settings of the company context in Identity.
  • Regular user: this type of account allows access to the navigable applications or those assigned to the user by the administrator and to the user's personal profile.

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Query users

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01. Access the Users menu.

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A list will be is displayed with all users registered in the company context in TOTVS Identity, both those imported from an Active Directory and those created manually. Next to each user's name, you can check the account type (Regular user or Administrator) and the status in the company (Activated, Invited, Deactivated, or Blocked).

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Filter users

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01. Access the Users menu.

02. Click the Filter button.

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The records displayed on the page at the moment when clicking the Export button was clicked will be exported are exported to a CSV file. A link valid for 48 hours is sent to the The email address of the administrator who requested the report receives a link valid for 48 hours, for downloading the exported file.

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The browser should automatically present the option to save a file in CSV format. If this does not occur, in the open tab, click the Download option.

The CSV file contains the email, identifier, full name, role (regular user or administrator), and the current status at the time of generating the report.

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These steps refer to the manual inclusion addition of users in at a company using TOTVS Identity. To learn about importing users from Active Directory, please refer to the Active Directory documentation.

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The requested information is:

Estado
titleNEW USER

First Name
User's first name

Last Name
User's last name

Would you like to enable access with a username?
This field is displayed only if You can only view this field by enabling username access is enabled for the company.
By enabling this option, the user will access accesses the system using a username instead of an email. This access method is only available for regular users.

Username
This field is displayed only if username access is enabledYou can only view this field if you enable username access.
Login used for authentication in Identity and TOTVS applications. This login must meet the following requirements: be up to 150 characters long, not start or end with special characters, and be unique within the company.

Email
This field is displayed only if Disable username access is disabledto view this field.
Email address that will to be used for authentication in Identity and TOTVS applications. The email address must be valid and unique for each account in the context.

Would you like to make this user an administrator?
By enabling this option, it defines that this user will have an administrator role, managing users, groups, applications, and other settings in the Identity context.

Estado
titleACTIVATION OPTIONS

In the Activation Options section, you can select the method of account activation is selected. The available options are:

  • Invitation Email: When checked, account activation is performed the user can activate the account through a link contained in the invitation sent to the user's their email.
  • Temporary Password: When checked, the account activation is performed becomes active as soon as the administrator completes the registration is completed by the administrator. To view the generated temporary password, the administrator must access the user view page. No invitation is sent via email in this activation mode.
Nota

Both activation methods require the user to create a personal password to access the context.

It is possible to You can configure which of the authentication methods will be is pre-selected in the new user registration on the New Accounts page (documentation in Portuguese language).

Estado
titlecustom FIELDS

The Custom Fields section is displayed only if there are fields created You can only view the Custom Fields section by creating fields in the Identity Customization feature.

04. Click the Groups tab and check the groups that should be associated you can associate with the user.

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By default, the user is automatically associated with the Everyone group, which includes all users in the company. It is possible to You can use the search to filter if there are many registered groups.

By associating the user with the groups, all linked applications will be are automatically associated with the user.

05. Click the Applications tab and check the applications that should be associated you can associate with the user.

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The user is automatically associated with the applications linked to the Everyone group and any other groups they are added to. It is possible to You can use the search to filter the desired applications.

06. Click Add User to complete finish adding the user inclusion.


View user

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The user data page gathers registration information and allows the administrator to take a series of actions related to the user's account, such as resending the invitation via email, resetting the MFA configuration, changing the user type, associating groups, assigning applications, provisioning in Active Directory, deactivating the account, among others.

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02. Locate the desired user in on the list.

03. Click on the user's name or the View icon to open the respective page with the data.

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Estado
titleuser data

Name
Single field for the user's first and last name.

Nota

For users synchronized with Active Directory, the First Name will be is considered up to the first space. The following terms will be are considered Last Name. For example: If the name entered in this field is Luis Fernando da Silva, the first name will be is Luis, and Fernando da Silva will be is considered the last name.

Email or Username
Email or name used for the user's access to the company context in Identity.

User Type
The existing types are: administrator or regular user.

  • Administrator: this type of account ensures access to user management, groups, applications, and other settings in the Identity context.
  • Regular user: this type of account allows access to navigable applications or those the administrator has assigned to the user by the administrator and to the user's personal profile.

Status
The user can be Activated, Invited, Deactivated, or Blocked. Below the status, you can view the date of the last change in the user's status is presented.

Department
Department linked to the user.

Temporary Password
The interface displays the temporary password is displayed only if the user has not yet changed the temporary password generated by the administrator.

Custom Fields
The You can only view the Custom Fields section is only presented if there are created fields created exist in the Identity Customization feature.
If there are custom fields, these fields appear for consultation below the user's registration information.

Estado
titleASSOCIATED WITH THE USER

Groups
Number of groups to which the user has been associated.

Applications
Number of applications assigned to the user.

Active Directory Provisioning
Status of users imported from Active Directory. Allows for the provisioning of the account in Active Directory, if there is a directory is linked to the context.

MFA Authentication
Indicates the status of multi-factor authentication access for this user: Disabled, Configured, and Not Configured.

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The information that you can be changed edit includes: Username, User Type, Department, and custom fields (if any). The email or username cannot be changed by the administratoradministrator cannot edit the email or username.

04. Click Save to confirm the changes.

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01. Access the Users menu.

02. Locate Find the desired user in the list.

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05. Click Export to confirm it.

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The data for the respective user related to the current company will be is downloaded in a JSON file. In this file, it is possible to you can review the entire history of views and changes that have occurred in the to the user's personal data related to this user.


User Groups

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Associate User with Groups

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01. Access the Users menu.

02. Locate Find the desired user in the presented list.

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A list is presented The interface presents a list with all the groups registered in the context of the company in TOTVS Identity, both those imported from Active Directory and those created manually.

04. Check Select the area corresponding to the group that should be included you must add and click Associate groups to confirm it.


Manage Groups

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01. Access the Users menu.

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A list is presented The interface presents a list with all the groups to which the user has been is associated.

04. Locate the groups from which you want to remove the user and click Remove group .

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02. Locate the desired user in on the presented list.

03. Click More options located in the user's row and select the Associate applications option.

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A list is presented The interface presents a list with all the applications registered in the context of the company in TOTVS Identity.

04. Locate the desired applications in on the list or use the Search applications field to find them.

05. Check Select the area corresponding to the application you want to assign and then click Associate applications.

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After confirming, the user's account will be completely removed from the company and cannot be restored. The user will no longer have access to the context of the TOTVS Identity from which they were removed.

If the deleted user was imported from Active Directory, their account will automatically be included in the Rejected list.

Nota
titleAttention

In the process of deleting a user, there are asynchronous steps, and we also highlight that removing records can be resource-intensive regarding database processing time. Therefore, there may be a variation in the time it takes to delete each user from TOTVS Identity. For this reason, we recommend that after confirming the deletion, the user refresh the page to verify that the user in question has indeed been removed.


Unlock User

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This option is only available if the user is in the Locked status, meaning they have been locked due to excessive login attempts.

01. Access the Users menu.

02. Locate the desired user in the list.

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