How to setup a User

Last modified by Ute Albers on 12.03.2024, 21:00

User and User Roles in Marketplace Catalog Portal

Keycloak
For authentication and authorization management prodexa uses the open source identity and access management solution Keycloak. Keycloak supports modern authentication standards, e.g. OAuth 2.0,  and is widely adopted for its robust security features.

In the setting menus for User Managmenr ('Users', 'Roles' and 'Groups') users switch directly to the settings in Keycloak.

Create a User

Go to Settings / Users

Click on 'Add user'

Enter Username, Email, First name and Last name and select Required user actions.

Click on 'Create'

The user has been created and the tabs 'Attributes', 'Credentials', 'Role mapping', 'Groups', 'Consents' and 'Sessions' appear.

Credentials

Set password: Set the password for the user. It can be marked as temporary.

Credential Reset: Seletct Reset Actions (like Update Password or Verify Email), and Expires In and by 'Send Email' send an email to the user.

The created user will receive an email instructing them to change their password, along with the link to Market Catalog Portal.

Role Mapping

Per default, a user is not setup in an administrator role. By assigning the role 'ADMIN' the user is assigned to the Marketplace Catalog Portal administrator role.

Attributes, Groups, Consents, Sessions

Further settings are optional. Please refer to Keycload help for further information.

User and Roles in Marketplace Catalog Portal

Users in Marketplace Catalog Portal can act in different roles.

Administrator User

Users in the administrator role in Marketplace Catalog Portal have the rights to ensure the complete setup of the Marketplace Catalog Portal. This includes creating users, managing companies and catalogs. Administrators have full access to all suppliers and buyers and can switch roles by changing the company assignment.
For the administrator the role 'ADMIN' is per default established in Keycloak (Settings / Roles).

User in Supplier Role

Users who are assigned to a Supplier Company act in Marketplace Catalog Portal in a supplier role. Within their role they have the authorization to deliver and manage catalogs for this supplier and to manage the supplier profile settings.

User in Buyer Role

Users who are assigned to a Customer / Buyer Company act in Marketplace Catalog Portal in a Customer / Buyer role. Within their role they have the authorization to reveive and download catalogs for this customer and to manage the customer profile settings.

Manage Roles in Keycloak

By default, the role 'ADMIN' is defined for the administrator in Keycloak. By assigning a user this role, the all for the Marketplace Catalog Portal needed administrator rights are assigned. Supplier role and customer role are controlled via the companies’ assignment within Marketplace Catalog Portal.

If further roles are needed, please refer to the Keycloak help how to set up roles in Keycloak.

 

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