Manage Team
Entity Managers view, search and manage user access at Admin > Team Management > Users and use Admin > Team Management > Roles to audit the list of permissions associated with a Role.
Edit User Access and Roles
Users are marked as Active once they log into the Dashboard. To disable user access or change Roles, use the Edit Status dropdown in the User Actions menu at Admin > Team Management > Users.
Use Passkey-based Login
Use Invite Users on Admin > Team Management > Users to assign Roles as part of inviting a new user to the Entity. These roles can be manually changed later. Users can have different roles across different Entities. When inviting users, it is recommended to provide organization-specific instruction on the proper use and storage of passkeys.
Questions about passkeys? Contact your IT organization for help. We recommend saving and using passkeys with iCloud Keychain, Windows Hello, Google Account, 1Password, Proton Pass or other third-party password manager that enables passkey synchronization across devices.
Once invited, the user receives an invitation email that includes a link to register and create a passkey. Upon generating the passkey, users can then sign in via passkey.
Set Up Single-Sign-On
An Entity Manager uses the Role Mapping interface to map Roles to user groups within your organization's Identity Provider. These groups are typically set up as by IT teams who configure Identity Provider setups (for example, Okta group attribute). A user's Roles are refreshed & validated on every login. Paxos supports SAML and OIDC supported Identity Providers for SSO (for example, Okta or Azure AD).
Interested in using SSO? Contact Support to get started.
When adding a new mapping, enter the Group Name from your Identity Provider. Typically, you work with your IT group to leverage existing groups; however, you may need to add new Identity Provider groups to match your expected Dashboard workflows. Once you map the group to an existing Dashboard Role, the next time users sign in with SSO their permissions will update.