This documentation supports releases of BMC Helix Portal up to December 31, 2021. To view the latest version, select the version from the Product version menu.

Setting up users for console access

A tenant administrator creates users to provide access to the product console. To understand the concept of users, see User access.

On the User access > Users page, you can filter users by source to find users that were created in BMC Helix Portal or users that were imported from an external identity provider (IdP) or synced from BMC Helix ITSM. To understand the concept of external IdP users and synced users, see User identities

To create a user

  1. Navigate to the User access > Users page. 
  2. Under the Users tab, click Add user.
  3. Perform one of the following actions:
    • To create a new user, select Local user.
    • To create an external user associated with a supported external identity provider (IdP), select SAML/IdP user.
  4. Based on the selected user type, provide the first name, last name, email ID, and login ID to access BMC Helix Portal. Confirm the details provided.
  5. Select one or more user groups and roles in the panel displayed.
    The user is created with the source set to Internal user.

To delete a user

  1. Navigate to the User access > Users page, and click the Users tab.
  2. From the Actions menu of a user, select Delete, and click Yes

    As a logged-in user, you cannot delete yourself.

    Can I delete multiple users together?

    No. Bulk deletion of users is not supported.

To view permissions assigned to a user

  1. Navigate to the User access > Users page, and click the Users tab.
  2. From the user's Actions menu, select View permissions.

To view and edit user groups and roles assigned to a user

To be able to view and edit user group and roles assignments, you need list and read permissions.

  1. Navigate to the User access > Users page, and click the Users tab.
  2. From the user's Actions menu, select User options.

  3. (Optional) Change the user group and role assignments.

Important

When the user group or role assignments change, the impacted users receive a bell notification.

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