This lesson aims to equip you with the skills necessary to manage member data to keep accurate member profiles effectively. We'll explore various aspects of member management, including navigating the Members View administration console, managing user accounts, assigning roles, inviting additional members, and using external identity providers.
Managing Members
Objective
After completing this lesson, you will be able to manage member data to keep accurate member profiles.
Introduction
Locate the Manage Members Button and Explore the Members View Console
The Manage Members button is a critical navigation element within the Delegated Admin Console. It is highlighted in the screenshot below.
Locating the Manage Members Button
Navigate to the Organizations Workspace of your site or site group and clicking on the an organization. You will find the Manage Members button prominently displayed on the Organization Details page.
Exploring the Members View Administration Console
The Members View section offers a comprehensive overview of all current organization members. It allows you to:
- View member profiles, manage access or reset passwords
- Search for specific members using filters and search bars
- Perform bulk actions, such as importing members via CSV-format files
View Users, Reset Password, Suspend Add Count, and Delete Account
Here are the essential account management features of the Members View console:
- Viewing members
- In the Member List, you can quickly locate any member profile by using search filters.
- Resetting Passwords
- To reset a member's password:
- Find the member in the Member List.
- Hover over the member name to reveal action buttons on the right side.
- Click the Reset Password icon and confirm the action.
- Suspending or Deactivating Accounts
- Click the desired member in the Member List.
- Click the Suspend Member toggle to deactivate or reactivate the member's account.
- Deleting Accounts
- Click the desired member in the Member List.
Click the Delete Account option and confirm the action. This action is irreversible, so proceed with caution.
Assign Roles and Accessible Apps
Let’s discuss how to assign roles (such as Delegated Admin), control access to applications, along with inviting additional members and configuring roles using CSV member lists.
- Assigning Roles
- Find the member in the Member List.
- Hover over the member name to reveal action buttons on the right side.
- Click the Manage Access icon followed by Roles Management.
- Select or deselect roles and click Save.
- Assigning Accessible Apps
- In the Applications tab, you can view available applications.
- Allocate roles to control access to these applications.
Invite Members Individually, or Using a CSV Member List
- Inviting Members Individually
- Navigate to the Delegated Admin.
- Click + Invite Member and choose SMS or Email for the invitation.
- Fill in the member details (First Name, Last Name, etc.) and click Invite by Email or Invite by SMS.
- Inviting Members using a CSV-format file
- Click + Invite List
- Click Drag and Drop CSV File here to upload your CSV file.
- The CSV file must include all the necessary contact details.
- Click Send by Email or Send by SMS.
Configure and Demonstrate the Use of External Identity Providers
Managed identity is crucial for secure and seamless access in large organizations. Integrate your Identity Provider (IDP) like Google, Microsoft, etc with SAP Customer Data Cloud B2B to enable Single Sign-On (SSO) for your employees.
- Retrieve and Configure Metadata:
- Access SP Metadata from Settings to get the Service Provider Metadata.
- Input your Identity Provider details in SAML SP CONFIGURATION (e.g. Issuer, URLs, Certificate).
- Role Mapping:
- Map SAML Assertion Attribute Groups to roles in the Default Role Assignment tab.
For more information on using External Identity Providers, please refer to the Help documentation:
