Account Admins can use the following sections in the Account Manager tool to manage the access, MFA status, and activity of all users in their Filevine instance. They can also view and edit certain settings for the overall Filevine account.
Permission Required
You must be an Account Admin to access these sections. To update the name, password, or theme for your individual user profile, read the Account Manager article.
Product Licenses
The Product Licenses section displays the products you have licensed and how many user licenses are currently in use for each product. This section is strictly informational—to grant or revoke users’ product access, go to the Users section of the Account Manager tool.
Users Section
The Users section displays a complete list of all users who have access to log in to your Filevine product(s). Here, Account Admins can add and update users, set up delegated Partner or Filevine Support access, and edit users’ access and authentication levels.
Learn more about the Users section.
Activity Section
The Activity section is used to audit user activity at the account level. This activity includes sign-in attempts, password and MFA changes, Account Manager tool usage, and activity around assigning and disabling an Account Admin.
Account Activity Filters
When you first access the Activity section, you can view all activity in your account. The filters on the left-hand side provide more targeted results if looking for a specific event or type of event. View the list below for more information about each filter:
- Sign-In Attempted: The Sign-In Attempted filter records all sign-in attempts for users in your account. This view displays whether the sign-in was successful, the date and time of the sign-in attempt, the name of the user if they successfully logged in, and the email of the user.
- Forgot Password: This filter is used to show if a user requested a Forgot Password reset link from the Filevine login page.
- Password Changed: This filter shows which users attempted to reset their passwords, the date and time of attempt, and whether the attempt was successful.
- MFA Changed: This filter shows the users that have made changes to their MFA, including if they enabled or disabled MFA.
- Required Password Change: This filter shows which users were required to reset their passwords and the date and time.
- Audit Data Accessed: This filter shows a list of all Account Admins who have accessed the Activity section in the Account Manager tool.
- Tenant Admin Changed: This filter shows records of Account Admin access being granted or revoked. The result column will show if it was enabled or disabled.
- Email Address: This filter can be used in conjunction with any of the Activity Type filters. This filter provides a way to target a specific user to see their account access activity. If the All Activity filter is selected, it shows a comprehensive list of all account access activity. More targeted results for an individual user can be achieved by combining the Email Address filter with the specific Activity Type you are searching for. For example, if you are looking to see if a user changed their password and when, then you could enter their email address into the Email Address filter and select the Password Changed filter.
- Date Range: The Date Range filter allows you to focus the results to a specific timeframe. Like the Email Address filter, the Date Range filter can be used to narrow results on any Activity Type.
Access Tokens
In the Access Tokens section, you can create personal access tokens (PAT) for authenticating API gateway requests.
Create Personal Access Tokens
To create a PAT, click New in the top right corner. In the New Token flyout, enter a unique name that indicates what you will be using it for, and select a user. Click Create.
View and copy the token. You will not be able to see the token again, so make sure to store it in a safe place.
Once created, the token appears in the main list.
Edit Personal Access Tokens
Select a listed token to view a flyout with the token’s details, like its expiration date. Here, you can also revoke a PAT, which deletes it and removes it from the list.
Tenant Configuration
The Tenant Configuration section shows the name displayed to users during login. Account Admins can also change users’ session timeout interval and customize tenant-level multi-factor authentication (MFA) settings in this section.
Learn more about the Tenant Configuration section.
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