Typically, when a user is onboarded, organizations can enable the Allow Self-Service option to provide access. If this option was not enabled during onboarding, refer to this tutorial for information and instructions on how to grant access to the self-service portal.

Overview

The Self-Service feature of the Unifyia platform allows end users to self issue and manage approved credentials, thereby reducing administrative workload, enhancing security, and improving user satisfaction. Through this feature, users can access multiple applications and resources using Single Sign-On (SSO) with the same credentials they used to log in to the self-service portal. Access may be subject to approval, ensuring that permissions remain in line with organizational policies.

Organizations should establish clear rules and guidelines for granting, managing, and monitoring user access to the self-service portal. Access policies typically define roles and the associated permissions for each role. Access and privileges on the platform are assigned based on their role (e.g., administrator, sponsor, registrar, or user) and their responsibilities within the organization. While end users may have access to the self-service portal, administrators or operators with an additional user role can also access it. These dual-role users can toggle the Self-Service feature on or off to switch between their roles.

This tutorial outlines the process for enabling and disabling self-service access for users once they are onboarded. When self-service access is enabled, based on the configured access policies, the users can:

There are two ways to manage access to self-service portal - from the list of users page or editing the role privileges.

Before You Begin

Manage Access from List of Users Page

This section explains how to enable the self-service portal access for a selected user.

1. Go to Management > Users.
2. Search for the user either by name or email.
3. Find the Portal Access column.
4. To enable user access to the self-service portal, slide the toggle button to the right side. To disable the access, slide the toggle button to the left side. Once disabled, users will not be able to log in to the self-service portal.

Edit Role Privileges

This section explains how to enable the self-service portal access to all the users who are assigned the user role by default.

1. Go to Access Control > Roles.
2. A list of available roles is displayed.
3. Select the pencil icon against the User.
4. Select the Assign Permissions tab. You can view all currently assigned permissions as well as the permissions you are allowed to have. Check the option Self-Service to enable access to the self-service portal for the selected role.
5. Select Update to save the changes.