Zephr User Guide

Users

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When using Zephr as an Identity Management platform, there are few areas more important than your Users section.

The Zephr Users section is where you find details on all of your registered users. It shows whether your users are active or inactive, and lets you add, edit, and delete users, reset passwords, deliver login links, and alter user grants. This guide tells you everything you need to know about how to make the most out of this section.

Viewing your User List

Navigate to the Identity Module within your Zephr Admin Console, then click Users.

At the top of the screen, you’ll see information on your total number of users, your new users in the last 7 days, and your number of inactive users.

Zephr User Information

Your Users page also displays a list of registered users, ordered by the date the user was created in Zephr.

Zephr User List

You can search for someone specific by entering their name or email address in the search box.

Adding a User

Users can be added to Zephr in a number of ways – via API, by a user signing up via a Zephr Registration Form, or via a manual entry into the Zephr Admin Console. To add a user manually, take the following steps:

Navigate to the Identity Module within your Zephr Admin Console, then click Users.

Beneath the title Your Users, click the Add New User button.

Add New User Button

Complete the fields in the form that displays. The fields you see correspond to the User Attributes you have created. Take a look at our User Attributes guide if you haven’t set this up yet.

Email Address is a key identifier for Zephr, so this will always be at the top of the list, and you won’t need to add it as a User Attribute.

Displays Add New User Form with Email, First Name and Last Name Fields

When you’ve filled out the relevant fields, click Save.

Once the user has been created, you will be able to add or edit their product grants.

Viewing and Editing a User’s Profile

From time to time, you will want to look at or edit a user’s profile manually. To do this, navigate to the Identity Module within the Zephr Admin Console, then click Users. Locate the User within the list. If you have a large number of users, use the search bar to search by name or email address, and click enter.

When your search results return, locate the user’s profile and click on the user’s name. This will load their profile page.

Key Identifiers

Underneath the User Details title, you will see the time and date this user registered on, along with their Zephr Tracking ID. Below this, you will see the user’s key identifier – usually their Email Address.

User Details - Key Identifiers

Sessions

Beneath this you will find the user’s Sessions – a table which details the Site, Date & Time, Browser, Device, and City a user is logged in on/from. You will also see the option to delete a user’s session, which will log them out of the relevant site.

User Details - Sessions

User Profile Information

Clicking into the User Profile Information section will display all User Attribute information stored against a user.

User Details - User Profile Information

Click into any of the fields to edit them, and click Done when complete. Alternatively, if you are not making any changes, click the Back button.

Product Purchases

Clicking into the Product Purchases section will show details on the Product Grants a user has available to them.

To add a new Product, click the Grant a Product button.

Select the Product from the drop-down list and, if relevant, click Set Expiry Date.

Expiry Dates can be set for increments of 1 Day, 7 Days, 30 Days, 3 Months, 6 Months, 1 Year, or you may select the Custom Range option and set the date and time fields accordingly.

User Details - Product Grants

Once complete, click Grant Product.

Once saved, the User Grants section will display the Grant details, along with any other Product Grants for the user.

User Details - Granted Products

Click View Product to view further details, or Revoke Product to remove it.

The Active Status of each Product Grant is displayed in the top right corner.

Once finished, click Done.

Company Accounts

Clicking into the Company Accounts section of a user’s profile will detail any Corporate Accounts they are currently part of.

When adjusting a User Profile, be sure to click Save before leaving the page.

Reset Password

To reset a user’s password, navigate to the bottom of a user’s profile page and click the Reset Password button, then click Reset. A Password Reset link will be email directly to them.

Deleting a User

Looking to delete a user? Navigate to the Identity Module in the Zephr Admin Console, then click Users. Locate the user you wish to delete from the User List, or alternatively search for them via the search bar.

Click the user’s email address to enter their profile, then scroll to the Delete User button. Once clicked, you will be asked to confirm you wish to delete the user. This action cannot be undone.

Trigger Password Reset

From time to time, your Customer Service team may hear from users who are having trouble resetting their password. Password resets can be triggered from Zephr Registration forms, but as an additional level of help, you can also custom trigger a password reset email from within the Zephr Admin Console.

To trigger a password reset email for a user, navigate to the user’s profile and click the Reset Password link, below their Identity information.

To find out how to customise the Reset Password email, read our Email Templates guide.

Viewing and Deleting User Sessions

Zephr stores a list of all current sessions for a user. This information is available in the Sessions section of a user’s profile and displays information on the Site a session was created on, as well as the date and time of creation, and the user’s browser, device type, and city.

Table displaying user's current sessions and corresponding details

To delete a user session, locate the relevant session and click the Delete button. This will log the user out of that session, and remove it from the list.

Adding and Editing a User’s Grants

Use the information above to locate the user’s profile page.

Once loaded, scroll to the User Grants section. Here you will see a list of the user’s grants, along with details as to whether the grant is active or inactive.

To add a grant, click Grant a Product. Select the relevant Product from the dropdown list, then click the Add Product button. If you do not have any Products created, take a look at our Products guide.

To view more information, or make a change about an existing User Grant, click the arrow button to the right of the grant name. This will provide information around the Features this Product Is currently linked to. Hover over the name of a Product Feature to see the sites the Feature is relevant to.

To Delete a Product Grant, click the relevant button in the Actions section.