User and group management using local authentication in Jitterbit App Builder

Introduction

This User Guide will step you through how to manage Users and Groups. This Guide applies to anyone running App Builder and using App Builder to manage authentication, or what is referred to as Local Authentication. For instances using different providers to handle authentication (e.g., Azure ADFS) you'll want to refer to related material to review any additional configuration that may be required.

This document assumes you have an Administrator role in App Builder. App Builder's security model includes the familiar concepts of Users and Groups. Users provide the basis for authentication, security groups, and authorization. Users and Groups are site-level: they do not belong to a specific application.

Though App Builder ships with default Users and Groups, they are generally defined by the Site Administrator.

For more information on User and Group Management, please see App Builder security overview.

User provisioning

The following instructions step you through creating a new User in App Builder, and then how to assign them Membership to a Group.

Create a new user

1. Navigate to the Action Drawer > IDE

2. Click the User Management button

3. Click + User from the Users panel

4. Enter the User Name following company naming convention. For example: arthur.dent@example.com

5. Enter the Full Name and Display Name using the First and Last Name of Employee. For example: Arthur Dent

   

6. Expand the Contact section and enter the Email Address and Phone Number

7. Expand the Authentication section and check to enable Local Authentication

   

8. Click the Set Password button

9. Enter a New Password and Confirm Password

10. Click Save

11. If desired, click to enable the Change Password On Login option. If enabled, this forces a User to change their Password upon first Login.

12. Click Save

13. Click the x to exit out of the User screen

Assign user to an existing group

1. Select the User to assign from the Users panel

2. Click + Membership from the Membership panel

3. Select the Group you wish to assign them to. For example: Developers

4. Click the checkmark icon to save the record

   

Group provisioning

1. Navigate to the Action Drawer > IDE

2. Click the User Management button

3. Click Groups from the top left navigation

4. Click + Group from the Groups panel

5. Assign the Group a relevant Name and Description

6. Click Save

   

7. Click the Manage Privileges button

8. On the Privileges panel click the Create button

9. Select either the Application or Data Source you want this Group to have access to

   

10. Click to select the appropriate Application or Data Source

11. Click Save

12. Click the x to exit out of the Privilege screen

13. Review the corresponding Roles panel and click Grant to assign the relevant Roles per the assigned Application and/or Data Source

Assign user to a new group

1. Select the newly created Group from the Groups panel

2. Click + Membership from the Membership panel

3. Select the User you want to assign to the Group from the menu list

4. Click the checkmark icon to save

   

Disabling a user account

1. Navigate to the Action Drawer > IDE

2. Click the User Management button

3. Locate the User you want to disable from the Users panel

4. Click the pencil Edit Icon next to the User record you wish to disable

5. Expand the Authentication section and uncheck the Local Authentication option

   

6. Click Save

7. Click x to exit out of the User screen