To create an identity template, Go to Identity Templates page, Click on “Add New User Template” Enter a template name, then manage workspace, application, and data rights for the template. Click on ‘Create Template’ when you are done....
To edit user, Go to the Users page. click on ‘’Edit’’. From the opened page you can update selected user’s workspace rights, delete, add, or change rules applied to their account, change their pre-defined Identity Template or add...
To invite a new user, Go to Users page and click on ‘’Invite a New User’’ or click on ‘’Invite’’ from the main menu. Enter the email of the person you want to add to the workspace. After the invitation has been sent, you can see the invited users from the “Invited...
To Add a Tag to an Identity Template; Go to the Identity Templates page, Click on Edit, From ‘Workspace Rights’, choose ‘Is Associated with’ and Select Tags to Apply. Click on Update when you’re...
To Add a Tag to a ser Multiple Records; Go to Data page, Select an Application from the dropdown, Choose records and click on Assign Tags button. Select Tags to apply. Click on Save changes when you’re done.
To Add a Tag to a Data Records; Go to Data page, Choose the application from the dropdown, Choose a record and click on ‘Assign Tags’ Select Tags to Apply. Click Save Changes when you’re done.
To Add a Tag to an Application; Go to the Applications page, Click on Edit for an application, Click on ‘Add Tags’ Select Tags to Apply. Click on Update when you’re done.
To Create a Tag; Go to the Tags page, Click on Create New Tag, Add a name. Optionally, set an icon, color and style. Click on ‘Create Tag’ when you’re done.
