Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »

On this page, we will cover the various options for user management, as well as the authentication and security methods available for accessing ConnectSecure.


Add New User

Navigate to your Global Dashboard then on the side toolbar, tap the User Management icon.

image-20240209-212954.png

Tap the Add button to create a new user.

If you do not see the User Management icon you do not have the necessary permissions

image-20240209-213123.png

Complete the required fields, which include the First Name, Last Name, Email, Phone Number, and Role.

image-20240209-213334.png

If you select the Role as ADMIN for the new user, that user will have full access to ALL companies.

If you need to restrict a user's access to companies, you must select any role aside from ADMIN to see the Company Level access options.

image-20240209-214106.png

You can choose an Allow or Deny option using the radio selection, then use the Choose Company drop-down to select which companies apply, or choose the All Companies option.

image-20240209-214230.png

If you do not see the Company Level Access options, please check the selected Role is not ADMIN.

After a successful save, you should see the message box.

image-20240209-214526.png

You will then be returned to the Users screen, where the newly created user should appear in the list with the configured options.

image-20240209-214702.png

Use the three-dot action menu on the far right to Edit User, Reset MFA, or Delete the user.

image-20240209-214821.png

The new user will receive an email where they must finish the initialization process by clicking through the email and completing their setup; actual email example below.

Email is sent from support@cybercns.com

image-20240209-215113.png

After clicking the 'Finish initialization' button link in the email, the new user will be asked to verify their email, enter the code from the email (which is pre-filled), and create a new password.

image-20240209-215347.png

Once the password requirements are met, you will see the green checkmarks and the Next button will illuminate.

image-20240209-215459.png

User Activated confirmation page appears and the user can click the Next button.

image-20240209-215533.png

Enter your Login Name (the email address used for signup) and password.

New User 2-Factor Setup

You only need to set up one of the following methods, but you can configure multiple options if you choose to do so.

Tap your choice and then the Next button for setup. Below are instructions for the two options.

Authenticator App Method

Select the Authenticator App option, then tap next.

image-20240209-215833.png

Use your smartphone with your authenticator app (Google Auth, Microsoft Auth, Authy, Duo, etc…) and scan the QR code OR copy the Secret and enter this manually into your app to get your Code to enter.

image-20240209-220419.png

Upon entering the code and tapping next, you should see the 2-factor verified screen to confirm your setup and tap the Next button to proceed.

image-20240209-220528.png

You will be redirected to the authentication front-end Zitadel (authprod.myconnectsecure.com), where you will see your newly created user account details and options for password and Security, Identity Providers, Authorizations, Memberships, and Metadata.

image-20240209-220718.png

Tap on the Password and Security section on the left panel to view your 2-factor setup and options to configure additional authentication.

image-20240209-220845.png

This completes your setup, and you can now visit the ConnectSecure portal and log in at https://portal.myconnectsecure.com - you must provide the tenant name based on your company.


Device Dependent Method

Select the Device dependent option, then tap Next.

image-20240209-221200.png

Enter the name of the security key or device that will be used. In this example, I am using my Windows-based desktop computer, and so I am just using the local name of my PC, which is RS-Steel-Legend; you can use any name you choose.

image-20240209-221403.png

You will be prompted to enter your Windows Security password option configured; in this case I am using the Windows Hello pin.

image-20240209-221450.png

Once you enter your PIN or alternative password, you will be prompted that the passkey is saved.

image-20240209-221520.png

2-factor verified confirmation appears; tap the Next button to complete.

image-20240209-221547.png

You will be redirected to the authentication front-end Zitadel (http://authprod.myconnectsecure.com), where you will see your newly created user account details and options for password and Security, Identity Providers, Authorizations, Memberships, and Metadata.

image-20240209-220718.png

Tap on the Password and Security section on the left panel to view your 2-factor setup and options to configure additional authentication.

image-20240209-221709.png

This completes your setup, and you can now visit the ConnectSecure portal and log in at https://portal.myconnectsecure.com - you must provide the tenant name based on your company.


Reset Password / MFA

  1. Admin at the company

  2. Self password reset


Supported MFA Methods and Options

Auth App

Windows Hello


Assigning Security Roles to Users

Body


Security Roles Matrix

Body


Company Level Allow/Deny Access Options

Body


Need Support?

Contact our support team by sending an email to support@connectsecure.com or by visiting our Partner Portal, where you can create, view, and manage your tickets.

https://cybercns.freshdesk.com/en/support/login

image-20240206-144508.png

  • No labels