Team Manager to add both system users and non-system users (known as contacts)

Zebra's versatile user management capabilities include the ability to handle both system users (those who require access to systems and applications) and non-system users (often referred to as contacts, who may need to be included in the system for informational or organisational purposes but do not require access to systems and applications).

Understanding User Types in Zebra:

• System Users: These users can log in to the system using their credentials and access functionalities based on their assigned roles.

• Contacts: These are non-system users who cannot directly log in to Zebra. However, they might be associated with system users or referenced within the system for informational purposes.

How Zebra Supports Adding System Users and Contacts:

Adding System Users:

• User Creation: Team Managers can navigate to the user management section and initiate user creation.

• User Information: They can specify user details such as username, email address, first name, last name, and other relevant attributes.

• Password or Password Policy Enforcement: Depending on your configuration, Team Managers might set initial passwords for users or enforce password policies, requiring users to set their own strong passwords upon first login.

• Role Assignment: Team Managers can assign appropriate roles to the newly created system user, determining their access permissions within the system.

• Account Activation: Team Managers can activate these accounts to grant users access to the system.

Adding Contacts:

• Similar Process: The process for adding contacts is very similar to adding system users. Team Managers can navigate to the user management section and initiate user creation.

• Key Differences: When adding contacts, Team Managers might choose to disable login for the user, essentially preventing them from logging in to the system.

• Optional Attributes: You might collect additional contact-specific information, such as phone numbers or organisation affiliation.

Functional Capabilities

• User Representation: Zebra allows for the representation of both system users and non-system users within its framework. This is achieved through flexible user attributes and the ability to extend the user model to accommodate various types of user information.

• Custom Attributes: Administrators can define custom attributes for user profiles, enabling the inclusion of additional information that may be relevant for non-system users, such as contact details, organisational affiliation, or roles that do not confer system access.

• Grouping and Tagging: Zebra supports the grouping of users as well as tagging with custom attributes, allowing for the differentiation between system users and non-system users. This feature facilitates the management of both user types within the same system.

How Zebra Facilitates the Addition of Both User Types

• Creating User Profiles: Team managers can create user profiles in Zebra for both system users and non-system users. For non-system users, managers can utilise custom attributes to capture relevant details without granting access to systems or applications.

• Utilising Groups and Roles: To manage access rights effectively, team managers can assign system users to groups or roles that grant necessary access permissions. Non-system users can be assigned to separate groups that do not confer system access but allow for their inclusion in directories or organisational charts.

• Configuring Fine-Grained Permissions: Zebra's fine-grained permission management can be used to ensure that team managers have the ability to add and manage both types of users within their scope. Permissions can be configured to allow the modification of user attributes and group memberships while restricting access to sensitive operations.

Xaana’s Differentiation - Best Practices for Managing System and Non-system Users

• Clear Distinction Between User Types: Xaana will train clear naming conventions or attribute markers in Zebra to distinguish between system users and non-system users. This clarity helps prevent accidental granting of access rights to non-system users.

• Regular Audits of User Types: Xaana recommends to conduct periodic audits of user profiles in Zebra to verify that system users and non-system users are correctly categorised and that their profiles contain accurate and up-to-date information.