LOGIN.KINGCOUNTY.GOV Documentation
LOGIN.KINGCOUNTY.GOV |
LOGIN.KINGCOUNTY ADMIN DOCUMENTATION
LOGIN.KINGCOUNTY ADMIN DOCUMENTATION ... 1
ABOUT ... 2
Login.KingCounty Applications Portal ...2
ACCOUNT SETTINGS (STANDARD USER) ... 2
Update profile information ...2
Update password ...2
Update applications settings ...3
ADMIN INTERFACE ... 3
The Management Dashboard ...3
APP OWNERS ... 4
Accessing Admin Portal ...4
Approving users ...5
Connect users to app ...6
Assign user roles ...6
GROUP OWNERS ... 7
Accessing Admin Portal ...7
Add Users to Group...8
Add multiple users to group (using .xls or .csv file) ...9
Connect Users to Group ... 11
Assign Group User Role ... 11
Approving Users ... 12
KC ADMIN ... 12
Application Set-up ... 13
Accessing Admin Portal ... 13
Create Application ... 14
Associate App Environment ... 15
Add Group ... 16
Add Users to Group... 17
Connect Group to Application ... 18
Assign Group Owner Role ... 18
Connect Users to Group ... 19
Connect Users to App ... 20
TROUBLESHOOTING USER CREATION ERRORS ... 21
You are missing information in a required field ... 21
ABOUT
Login.KingCounty Applications Portal
This portal allows users to edit account and applications settings in one location. The portal allows admin users (KC admins, app owners and group owners) to set-up and manage applications and associated environments, groups and associated users.
ACCOUNT SETTINGS (STANDARD USER) Update profile information
From Applications Portal, Account Settings page, select “Profile”.
Enter the information (first name, last name or display name) you wish to change.
Select “Save”.
Update password
From Applications Portal, Account Settings page, select “Password”.
Enter the current password.
Enter the new password.
Enter new password again to confirm.
Select “Save”.
Update applications settings
You may be required to provide some specific information (employee number, etc.) when you sign up to use certain applications. Admins managing the application (often a work supervisor or manager) will give you access to use the app only after this information is confirmed. After sign-up, if you need to update this app setting, you can do so from your account’s applications page.
To update app settings:
From Applications Portal, on the Account Settings page, select “Applications”.
Next to the application you wish to update, select “App Settings”.
This should reveal existing app settings Update your existing app settings.
Select “Save”.
Note: Should you have difficulty updating this information, please contact the Group/App Owner.
ADMIN INTERFACE
The Management Dashboard
The admin interface consists of a Management Dashboard where you can access the tools you need to manage tasks related to application administration. The tools you see will depend on your admin role (permissions level) in the Applications Portal.
KC Admin view
APP OWNERS
Accessing Admin Portal
App Owners will find the tools they need to manage apps from the Login.KingCounty Applications Portal.
To access:
Go to: https://login.kingcounty.gov (URL?)
Sign in with an existing account. (set-up by KC admin or group owner)
Once logged in you should see the Account Settings screen which is standard for all users.
In the upper right, select “Admin”.
You should see an alert asking you which environment you wish to manage.
Select the environment (DEV or TEST).
Once selected you will be directed to an Admin Dashboard.
Note: You can always select the environment (DEV or TEST) from the Dashboard. Use the dropdown menu in the orange header bar, upper right.
Approving users
In many cases, users will be signing up to use an application through a standard online sign-up process which sends app administrators all the information they need to verify and approve the requests. In other case, users will be “manually provisioned” (added to system manually) by the group owner or KC admin.
For simple approval:
From the dashboard, select “Edit App Requests”.
From the table, select “Edit” next to the request you wish to approve.
Review request details, and change status to approved or rejected.
Select “Save”.
Once saved, an email will be sent to the user confirming their request has been approved.
Toggle between DEV and TEST environments
Note: applications may require additional approval from a Group Owner before they are approved.
Connect users to app
When manually provisioning users, you will need to connect users to the app.
From the Dashboard, select “Connect User to App”.
From the dropdown menus, select the group and app.
To associate users to app, drag and drop user or select user and move using the arrow buttons.
Select “Update”.
Assign user roles
When added to the group, a user will have a “standard” (non-admin) role. To assign them “group owner”
role:
From the dashboard, select “Edit App User Role”.
Select the app and associated environment (DEV, TEST) you want to manage.
Search or select from the available users.
Drag or drop users or use the arrow button to move selected user(s) to app owner role.
Select “Update”.
Summary
Go to: https://login.kingcounty.gov to access the kingcounty.gov login portal.
You can manage app requests from people signing up to use the application.
You can associate and disassociate users to apps.
You can assign/remove App Owner role.
GROUP OWNERS
Accessing Admin Portal
Group Owners will find the tools they need to manage groups from the Login.KingCounty Applications Portal.
To access:
Go to: https://login.kingcounty.gov – URL?
Sign in with an existing account. (set-up by KC admin)
Once logged in you should see the Account Settings screen which is standard for all users.
In the upper right, select “Admin”.
You should see an alert asking you which environment you wish to manage.
Select the environment (DEV or TEST).
Once selected you will be directed to an Admin Dashboard.
Note: You can always select the environment (DEV or TEST) from the Dashboard. Use the dropdown menu in the orange header bar, upper right.
Add Users to Group
If user designated as Group Owner does not have an account, then proceed to dashboard, and Select
“Edit User” to create new user.
Select group from dropdown menu.
Enter First Name.
Enter Last Name.
Enter Display Name (optional).
Enter Email Address.
Select “Save”.
Toggle between DEV and TEST environments
The user you just set-up should receive a confirmation that they have been added to the group, with a temporary password. They will then need to sign-in and change their password.
Add multiple users to group (using .xls or .csv file)
If user designated as Group Owner does not have an account, then proceed to dashboard, and Select
“Edit User” to create new user.
Create a spreadsheet containing these fields in order:
GivenName SurName DisplayName SignupEmail
Save the spreadsheet as .xls or .cvs file format.
Click on Create User and select Group from dropdown menu.
Click on Browse and select the file Click Upload
Each user you just set-up should receive a confirmation that they have been added to the group, with a temporary password. They will then need to sign-in and change their password.
Connect Users to Group
From the dashboard, select “Connect Users to Group”
Select the group you wish to add users to.
To associate users to group, drag and drop user or select user and move using the arrow buttons.
Select "Update"
Assign Group User Role
From the dashboard, select “Edit Group User Role”.
Select the group you want to manage.
To update user to group owner role, select user from group member list and drag and drop to group owner list. To restore to standard user role, move back to app user list.
Select "Update".
Approving Users
(THIS IS NOT MVP – currently there is no group owner approval screen)
Most users will be signing up to use an application through a standard online sign-up process,
supplying app / group administrators with all the information they need in order to approve the request.
You will be alerted when there is a new request pending approval.
To approve:
From the dashboard, select “Edit Group Requests”
Select edit next to the name of the request you wish to approve Review request details, and change status to approved or rejected.
Select “Save”
Once saved an alert will go to the user confirming their request has been approved.
Note: applications may require additional approval from an App Owner before they are approved.
Summary
Go to: https://login.kingcounty.gov to access the kingcounty.gov login portal You can manually provision (add a user or multiple users via spreadsheet) to a group.
You can associate and disassociate users to groups You can assign/remove “group owner” role
KC ADMIN
Application Set-up
The portal application has admin features, where a user granted with KC administrator role shall do the following:
Create an application and application environment Delete an application and application environment Create a group
Delete a group Create a user Delete a user
Associate/disassociate application to group Associate/disassociate user to group
Associate/disassociate user to application
Application set-up will vary a bit depending on what type of app you are setting up but in general KC Admins are responsible for app/environment set-up, setting up app owner, and group owner. KC Admins are the only admins that can delete an app.
Accessing Admin Portal
KC Admins will find the tools they need to manage groups from the Login.KingCounty Applications Portal.
To access:
Go to: https://login.kingcounty.gov
Sign in with an existing account. (set-up by KC admin)
Once logged in you should see the Account Settings screen which is standard for all users.
In the upper right, select “Admin”.
You should see an alert asking you which environment you wish to manage.
Select the environment (DEV or TEST).
Once selected you will be directed to an Admin Dashboard.
Note: You can always select the environment (DEV or TEST) from the Dashboard. Use the dropdown menu in the orange header bar, upper right.
Create Application
To add an application, the following information is required:
From the dashboard, select “Edit Apps/App Environment”.
In the form, enter App Name and App description.
Select whether or not a self-service application.
Select the type of workflow from the following:
o Self-Service
o Manual Provisioning – this is App owner and group owner o Manual Provisioning/App Owner approval
o Sign up/Group Owner approval
o Sign up/Group Owner and App Owner approval
Define default attributes for the application that need to be collected from the user during sign up (at least 1 default attribute is required).
Define custom attributes an application may have that need to be collected from the user during sign up (optional).
Select “Add”.
Your app information should be added to the table below:
Toggle between DEV and TEST environments
Detail App Attributes
To edit app:
Select “Edit” next to the app you want to edit. This will activate the form, allowing you to edit.
Enter changes in the app information fields.
Select “Save” to save changes.
Associate App Environment
From the same “Edit Apps / App Environment” screen:
Select “Add App Environment” from the page menu.
Select the App.
Enter App Environment Name. (Example: TEST-KCIT-Login-Portal-App-20)
Enter the Home Page. (redirect URL – the web address where users will access the application) Enter Icon URL. (this assumes you have uploaded the app icon to the server)
Need to define naming conventions for Apps/Environments and Groups
To edit
Select “Edit” next to item you wish to “Edit”.
You will then be able to edit in the selected info on the screen.
Select “Save”.
You can also delete the app by selecting “Delete” next to the app you wish to delete.
Add Group
From the Dashboard Select “Edit Group”.
Enter Group Name.
Enter Group Description.
Select “Add”.
To edit
Select “Edit” next to item you wish to “Edit”.
You will then be able to edit in the selected info on the screen.
Select “Save”.
Add Users to Group
If designated group owner does not have an account, then proceed to dashboard, and Select “Edit User”:
Select Group from dropdown menu.
Enter First Name.
Enter Last Name.
Enter Display Name. (optional) Enter Email Address.
Select “Save”.
The user you just set-up should receive a confirmation that they have been added to the group, with a temporary password. They will need to sign-in and change their password.
Connect Group to Application
Select both the app and app environment.
From the unconnected groups list on the left, select the group you want to connect to the app.
Drag and drop, or move using arrow buttons to the connected list on the right.
Select “Update:
To disconnect application from group, do the steps in reverse:
Select both the app and app environment.
From the connected groups list on the rightt, select the group you want to disconnect.
Drag and drop or move using arrow buttons to the unconnected list on the left.
Select “Update:
Assign Group Owner Role
From the dashboard, select “Edit Group User Role”.
Select the group you want to manage.
To update user to group owner role, select user from group member list and drag and drop to group owner list. To restore to standard user role, move back to app user list.
Select "Update".
Note: All groups require 1 group owner.
Connect Users to Group
From the dashboard, select “Connect Users to Groups”.
Select the group you wish to add users to.
To associate users to group, drag and drop user, or select user and move using arrow buttons.
Select "Update".
Note: When a user is added to a group, a notification is sent to all KC Admin’s that the user
requested to add to a group.
To disassociate users from group, do the steps in reverse:
From the dashboard, select “Connect Users to Groups”.
Select the group you wish to manage.
Drag and drop user from right column or select and move using arrow buttons.
Select "Update".
Connect Users to App
From the dashboard, select “Connect Users to App”
Select the group and app.
To associate users to app, drag and drop or select user and move using arrow buttons.
Select "Update".
To disconnect users from app, do the steps in reverse:
From the dashboard, select “Connect Users to Apps”
Select the group and application you wish to manage
Drag and drop user from right column or select and move using arrow buttons Select "Update"
TROUBLESHOOTING USER CREATION ERRORS
You are missing information in a required field
If you have just a few users who are missing required fields like first name, last name or email, it may be easier to add them individually using the Onboarding Set up User step by step process (located on the Admin Dashboard).
If you have multiple users missing required fields, or would rather re-upload, please follow these steps:
1. Find any users in the spreadsheet who were successfully added and delete those entire rows. These users are already in the system and cannot be uploaded again.
2. Find any users who received the error message that the user account was already in the tenant and delete those entire rows. These users can’t be added to your group by
uploading and need to be connected using the instructions above.
3. When you only have the users who were missing fields left in the spreadsheet, you can add or edit data and then upload with the corrected file on the “Add Multiple Users” page.
