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Creating, editing, and deleting users
Who is this article for?
Administrators responsible for managing users in Mazlan Home (formerly known as Ideagen Mazlan Home).
Admin Console access is required.
Before a user can log into Mazlan Home, they need to have a user set up for them. You can add users individually or import users in bulk, depending on your processes.
This article shows you how you can create and edit individual user profiles.
User management in integrated solutions
We have additional articles available for integrated solutions in their respective Help centres. We recommend looking at them to understand how the process affects system users before making any changes!
Creating a user
To create a new user:
- Access the Admin Console.
- Select User Management.
- Click Create user.
- Fill out all mandatory User details fields (indicated by a red asterisk).
- Expand the Login details and Preferences sections.
- Fill out all mandatory fields for these sections.
- Click Continue to move on to assign instances to the user.
Expand each app name to see available instances. Instances marked as Default are your organisation's preset options for easier new user setup.
Default instances are auto-selected for new users. Use the checkbox beside the app name to select/deselect all, or choose instances individually.
- Click Continue once you've confirmed all instances to assign.
A success message will appear in the bottom left, confirming the user was created.
- Review the instance summary.
- Follow guidance to set up apps and instanced if needed.
- Click Done.
Once a user is successfully created and marked as Active, a welcome email may be sent depending on your organisation's settings. This email includes instructions for resetting their password and signing in to Mazlan Home.
Editing a user
To edit a user:
-
You can use the Search option to look for a user by their Display Name or Username. Alternatively, you may use the Filter options to help find the user.
- Click the Pencil icon in the action menu.
This will open the Edit User window.
-
Make the required changes on the User details step (if any). Then click continue.
-
Make the required changes on the Assign apps step (if any).
- Click Continue after confirming the instances to assign.
A success message will appear in the bottom left, confirming the user was edited successfully.
- Review the instance summary.
- Follow guidance to set up apps and instanced if needed.
- Click Done.
Deleting a user
Administrators may delete a user if necessary, but this action is permanent and irreversible. Deleted users' history cannot be restored. For guidance, contact our Support team.
Alternatively, you may consider deactivating the user's account instead.
Deactivating a user
To deactivate a user:
- You can use the Search option to look for a user by their Display Name or Username. Alternatively, you may use the Filter options to help find the user.
- Click the Pencil icon in the action menu.
This will open the Edit User window. - Toggle Active user to Off.
Once you deactivate a user, they’ll lose access to Mazlan Home. You can reactivate them whenever you want, and they’ll get access back.
Mazlan Home user fields
Within Mazlan Home, you have the ability to manage the following user fields.
| Field | Description | Values |
|---|---|---|
| First name | User’s first name | Required and cannot be empty or null. Maximum length is 64 characters. |
| Last name | User’s last name | Required and cannot be empty or null. Maximum length is 64 characters. |
| Job title | User’s job title | Optional, can be blank. If populated, max length is 250 characters. |
| Mobile phone number | User’s mobile number |
Optional, can be blank. If populated:
|
| Assigned role | User’s role(s) in Mazlan Home |
Supports the following values:
If you give a user access to Support or TenantAdministrator, this already includes the basic user permissions, so there's no need to grant User separately. |
| Authentication type | User's authentication type. Defaults to Internal. |
Supports the following values:
A welcome email may be triggered upon change of authentication type. Check your organisation's communication settings. |
| Protected user | Indicates whether the user is protected from deletion. Defaults to TRUE. |
Supports the following values:
|
| Active user | User’s status. Defaults to Active. |
Supports the following values:
|
| Username |
User-friendly unique identifier. Organisations provisioned after Release 5.2 users username is used as the sign in identifier. |
Required and cannot be empty or null. This value can only be added or deleted, not edited, Supports the following:
When using the external authentication type, Username must match the attribute mapped to the preferred_username user pool attribute. Some apps still require the username to be in email format. Consult the Ideagen team for more details. |
|
Used as the contact address to send email notifications from Mazlan Home. Also used for Ideagen Luminate.
|
Required and cannot be empty or null. Prior to Release 5.2, email is used as the sign in identifier. If the email is updated, you will need to sign in using the updated email. Following Release 5.2, changes to the email address will not affect sign in to Mazlan Home. |
|
| PreferredLanguage | User’s preferred language. Defaults to English (UK) if blank. |
Following Release 10.0.0, supports the following languages:
|
| TimeZone | User’s preferred time zone. | Select from list of valid timezones in the dropdown list. |
| ProductInstances |
Indicates the apps and instances that the user should be assigned to. This setting indicates what gets displayed in Mazlan Home Shortcuts, My Apps. |
Following Release 6.0.0, you can select from a list of apps and instances displayed in the user interface. Instances set as the default for your organisation are pre-selected to make things easier for you. However, you can still deselect them if you wish. |
You will not be able to manage custom attributes via the user interface. If you need to do so, please use the Import CSV.
User fields that are unique to specific apps are not managed in Mazlan Home by design. You might need to visit the app-specific admin pages to complete the setup for each application.