Skip to main content

Users Management

This page explains how to manage users, groups, and API tokens in SyncNow to maintain a secure and well-organized environment.

➕ Creating a User

To create a new user in SyncNow:

  1. Navigate to the Users Page
    From the main menu, select Users to access the user management interface.

    Creating User

  2. Press the Add User Button
    Click the Add User button to start creating a new user.

  3. Input Required Information
    Fill in the necessary details:

    • Username: Unique identifier for the user.
    • Email Address: For communication and password recovery.
    • First Name and Last Name
    • Role: Assign a role to determine access level and permissions.

  4. Create the User
    Click Save to create the new user account. The user will now appear in the users list.

    Adding User

🔑 Resetting a User Password

Only SyncNow Admins can reset user passwords:

  1. Go to the Users section.
  2. Click the Reset Password button next to the user.
  3. Fill out the reset form:
    • New Password
    • Confirm New Password
    • Click Submit to finalize.

🔒 Account Lockout

SyncNow uses account lockout to protect against unauthorized access:

  • Lockout Trigger: After a set number of failed sign-in attempts, a non-admin account is locked.
  • Unlocking Accounts:
    • Users with the Configuration Editor privilege can unlock accounts from the Users page.
    • For admin accounts, lockout is temporary and auto-unlocks after a set duration (configurable in Service Settings).

⚙️ Lockout Settings

Configure lockout settings for security and usability:

  1. Set Allowed Failed Attempts

    • Go to Service Settings.
    • Set the maximum failed sign-in attempts.
    • Save changes.
    Security Settings

  2. Set Admin Lockout Duration

    • In Service Settings, set the lockout duration for admin accounts.
    • Save changes.

👥 Adding a Group to a User

Assign users to groups for effective permission management:

  1. Go to the Users page.
  2. Click Edit next to the user.
  3. Select groups from the available list.
  4. Click Save to update group memberships.

🔐 User API Tokens

What Are User API Tokens?

  • Enhanced Security: User-initiated API tokens provide secure authentication for system webhooks and SyncNow integrations.
  • User-Specific: Each token is tied to a specific user, allowing precise access control.

Creating a User API Token

  1. Navigate to the User Management section.
  2. Select the user and generate a new API token.
  3. Secure Storage: Copy and securely store the token. It will be used for authenticating requests to SyncNow.

Using API Tokens

  • Webhook Authentication: Use the API token in the Authorization header for webhook requests to SyncNow. 
    Authorization: Bearer YOUR_API_TOKEN
  • Generic Connector Integration: Configure the generic connector to use the API token when reporting to the SyncNow DevOps Gate endpoint.

Benefits

  • Improved Security: Only authorized requests are processed.
  • Enhanced Control: Admins can manage and revoke tokens as needed.
  • Simplified Integration: Easier authentication for systems and connectors.

📝 Example: Creating and Using an API Token

  1. Create Token

    • Go to User Management.
    • Select the user and generate a new API token.
    • Copy and securely store the token.

  2. Authenticate Webhook

    • Use the API token in the Authorization header of webhook requests.

  3. Integrate with Generic Connector

    • Configure the connector to use the API token for secure and authenticated data reporting.

By following these procedures, administrators can effectively manage users, groups, and API tokens to maintain a secure environment within SyncNow.