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FieldLogs

Creating an Identity

Identities are used in scripts with external calls. An Identity contains a user's credentials to access data with restricted access.

Identities allow you to set the information required to connect to the external source.

You can create private Identities in the Settings Settings_icon.png section.

To create an Identity:

  1. On the main menu, go to Enterprise > Roles > Identities.

    Main_menu.png

    The section Identities opens.

    2023-11-09_12-18-43.png

  2. Click Add new Identity.

    Add_new_Identity.png

  3. Enter Title.

    Title.png

  4. Click the dropdown and select Properties from the list as shown below.

    dropdown_list.png
    properties_options.png

  5. Click Key_Icon.png to enter the required information.

    plus_icon.png
    Key_and_value.png

    Note

    Depending on the option you choose in Step 4, the information is displayed.

  6. Click Save.

    Save_button.png

    The Identity is saved successfully. You can use it in your scripts.

    Success_message.png
External Identity Management

External Identity is used to store the information from one user account to another External Authentication source.

When you log into a user account and to another external user account, a token is stored which helps to identify the external source.

External Authentication OAuth2 is a special flow of requests for external sources.

Creating an Enterprise Identity

To create an Enterprise Identity:

  1. On the main menu, go to Enterprise>Roles>Identities.

    Extended_identities_main_menu.png

    The section Identities opens.

    2023-11-09_12-18-43.png

  2. Click Add New Identity.

    External_Identites_add_new_identity.png

  3. Enter Title.

    Extended_identities_title_name.png

  4. Select the dropdown option External OAuth2 from the list as shown below.

    Extended_identities_dropdown_option.png

  5. Enter the required fields as shown below.

    These tokens can be obtained from the server of the external website.

    Extended_identities_requires_fields.png

  6. Click Save.

    Extended_identities_save.png

The Enterprise Identity is saved successfully.

Extended_identities_result.png

Creating an External Authentication user Identity and linking to Enterprise Identity

To create a user Identity:

  1. On the main menu, go to Settings > Identities.

    Extended_identities_user_identity.png

  2. Click Add new Identity.

    user_identity_add_new_identity.png

  3. Enter Title.

    User_identity_title_name.png

  4. Select the dropdown option External OAuth2 from the list.

    User_identity_dropdown_option.png

  5. Select one of the Identity from Link to Enterprise Identity.

    User_identity_enterprise_identity.png

  6. Enter the external user name as shown below.

    User_identity_external_account.png

  7. Click Save.

    User_identity_save_.png

  8. Click Manage External Authentication.

    User_identitty_manage_external_authentication.png

  9. You can manage both accounts as shown below.

    External_Authentication.png

    Note

    Every Login/Logout from the external user account stores the information in the Identity.

  10. When you log in to the External account, the expiry notification with the date and time is shown below.

    expiry_notification.png

  11. After the session expires, the renewal starts automatically.

    Renewal_notification.png

    The timer for External Identities is displayed on the right corner of the screen as shown below.

    timer.png

  12. If External Authentication is mandatory, check the Required field.

    Required_checkbox.png

    As the notification shows an Identity is mandatory, you cannot continue to FieldLogs without logging into the external account.

    required_details.png
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