Getting started with administration

The following interaction walks you through the different between those three:

Resetting user accounts is only applicable if your company allows users a specific number of unsuccessful login attempts before locking their account. The system automatically locks the user account when the user exceeds the number of allowable unsuccessful login attempts.

This means that once the account is locked, the user will not be able to log in again until an administrator resets the account. When you reset an account, you're only reactivating the account so that the user can login again; no other changes are made.

As an administrator, you can easily and quickly reset locked user accounts.

1. From the Admin Center, select Reset User Account.

2. You will be directed to a page in which you can filter employees by division, department, group, or location, or simply enter their name or job code. Enter search criteria and select Search Users.

3. The system generates a list of users that match your criteria. A locked out user is displayed on the list with a red X in the Status column.

4. Choose the users that you would like to reset by selecting the checkbox next to their name.

5. Select Reset Selected Users to reset and unlock their user accounts.

Single sign-on (SSO) is a property of access control of multiple related, but independent software systems. With this property, a user logs in once and gains access to all systems without being prompted to log into each of them. SuccessFactors offers a number of SSO options to allow users to access the application without entering their SuccessFactors username and password.

When customers enable SSO, we can no longer log into their instance. The steps below will allow you to use Secondary Login/Secure Access to log into the instance. This is the recommended method to access these instances. You do not need to enable Partial Organization SSO or ask the customer for a login through their SSO portal.

1. Go into Provisioning for the company ID you need to access.

2. Go to Company Settings.

3. Check on the box for Enable Secondary Login Feature and choose Save.

   

4. Login as an Admin or guide a customer Admin through the following steps to enable Manage Support Access:

   Note

   If you make the changes yourself, you should still make sure the customer's Admin is aware of the process. They may want to disable this access in the future.

5. Access the role you want to add the Manage Support Access permission to.

6. Go to Manage Employees.

7. Set User Permissions.

8. Manage Permission Roles and select the role.

   Note

   Best practice is to add this permission to the customer’s System Administrator role.

9. Select Permission Settings.

10. Select Admin Permissions.

11. Select Manage User.

12. Select Manage Support Access.

13. Select Done.

14. Save changes.

When the customer uses single sign-on (SSO), Professional Services consultants or support representatives will need to enable login access for their users from Admin Center before SSO is enabled.

From the Action Search, go to Manage Support Access: Find the user. Check the box for user, define when the access expires and select Grant a Support Administrator access to the account.

If enabled, a Support Administrator may have unrestricted login access to a user account until the access expires or until the customer disables the support access. The customer can follow the same process but select Disable Support Access to deny us access to the user.

Once the user has been granted Support Administrator access, they can go to Provisioning, select their customer's instance, and under the section Customer Instance Access, they can choose Log in to customer instance.

On the Secondary Logon page, they type their username and select Login.

Note

You must have Provisioning Access for this to work.

Several platform options and features can be enabled or disabled from Platform Feature Settings. To have access to this area of the tool, users need to have the permission Platform Feature Settings in RBP under the Manage System Properties category.

From the Platform Feature Settings, we can also see the tenant preferred time zone.

Different time zones are used in the system to present date and time information based on business scenarios, including logged in user time zone, browser time zone, tenant preferred time zone, and UTC time zone. In places where server time zone was used, tenant preferred time zone is now used.