Manage Users and Groups in the Enterprise Portal (Preview)

Enterprise Portal (EP) Admins can see all managed users across all sub organizations in the EP, and quickly take action to resolve any issues. You can filter by User State, Organization, or Role to quickly see which users need help and select from options like suspending users, assigning an administrator role or forcing a password change. 

Terminology:

• Enterprise Portal: Portal where Enterprise Admins manage settings for multiple organizations under one Enterprise Configuration. Differs from the JumpCloud Admin Portal, which is for one organization
  • Enterprise (formerly Enterprise Configuration): Centralized hub for all the organizations' objects in the Enterprise Portal. Items can be created and shared for organizations in the Enterprise Portal from this hub
• Organizations: A division of the enterprise (for example a region or a country) that maintains its own users, devices, and resources

Considerations:

• Users cannot be created in the Enterprise organization

Users

To filter existing users in the Users tab:

1. Log in to your EP.

2. Go to Identity Management > Users. On the Users tab, an aggregate list of all your users will be displayed.

3. Search for a specific user in the Search bar at the top of the page. You can view all users in your Enterprise by toggling View Users from all Organizations.
4. You can also click the Filter dropdown menu for additional filtering options like by Organization, User State (Active, Suspended, Staged), or MFA Status (Enrolled, Not Enrolled). 
5. Once you’ve selected which filter you want, click Apply. 
6. You can also filter your users by using the columns at the top of the page; User State, Name, Managed By, Email, Password Status, and MFA Enrollment. 

To add a new user:

1. Go to Identity Management > Users.
2. Click (+) Users and choose the user(s) source.
3. In the User Management window, select which Organization the new user belongs to and then click Continue. 
4. Manually enter the user information or import the user(s).
5. Click Save User.
6. See Add Users to the Admin Portal to learn more.

User Actions

To apply actions to a user:

1. In your EP, Go to Identity Management > Users. 
2. An aggregate list of all your users will be displayed. Select the user(s) that need to be addressed, then click Actions.
3. Select the desired action.
4. Once your selection is made, you will be prompted to Confirm or Cancel.
5. See Add Users to the Admin Portal to learn more.

Viewing User Details

To view details about a user:

1. In your EP, click on the Users tab. 
2. In the list of users, click on the Username of who you want to view details for.
3. This will bring you to the Admin Portal of the org that the user is associated with. 
4. From here, there are a variety of user management actions you can take. See Get Started: Users to learn more. 

Exporting Users

To export Users:

1. In your EP, Go to Identity Management > Users. 
2. In the top right corner, click Export. You have the option to download as a CSV or JSON.
3. A copy of the file saves locally to your device.

User Groups

To filter existing Groups:

1. Log in to your EP.

2. Go to Identity Management > User Groups.

3. Search for a specific group in the Search bar at the top of the page. You can view all groups in your Enterprise by toggling View Groups from all Organizations.
4. You can also click the Filter dropdown menu for additional filtering options: Managed By (organizations), Membership Suggestions, and Permissions.
5. Once you’ve selected which filter you want, click Apply. 
6. You can also filter your groups by using the columns at the top of the page; Managed By and User Membership Controls. 

To add a new group:

1. Log in to your EP and use the Global Selector to navigate to your Organization.
2. Go to Identity Management > Groups.
3. Click + User Group.
4. Manually enter the group information.
5. Click Save Group.

See Get Started: Groups and Configure Dynamic User Groups to learn more.

To view and edit group details:

1. Log in to your EP.
2. Go to Identity Management > Groups.
3. In the list of groups, click on the group name of the group you want to view details for. 
4. Make any edits to the group.
5. Click Save Group when finished.