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SAM Management & Portal Administrator

Responsibilities

The Management & Portal Administrator (MPA) role is similar to the Organization Administrator role, but the MPA manages the users from multiple organizations that fall under the same Onboarding Sponsor or tenant. MPAs perform these common tasks in SAM:

  • Add New Users: MPAs can add new users to specific organizations individually.
  • Manage Existing Users: MPAs can access and edit user profiles. they can also grant, suspend, reactivate, and delete access to applications.
  • Reset Password and Security Questions: MPAs can reset permanent passwords and security questions for users individually.  
  • Manage Organizations: MPAs can suspend, reactivate, or delete access to applications for organizations. They can also set up selected organizations to bypass the approval of Org Admins for access to applications.    
  • Manage Users and Access in Batch: MPAs can load users, subscribe them to applications, and resend activation emails in batch. 

Please note MPAs manage users only within their sponsor-managed organizations. MPAs cannot manage shared users: users become "shared" once they start using applications outside of their sponsored organization.



Tabs Available to MPAs

MPAs manage their administrative duties from the Customer Support tab, using the View Users, View Organizations, and Role Management sub-tabs. The GIF below offers a view of the Customer Support tab:



Add New Users

How can I add a new user to a specific organization?

Follow the steps below to add a new user to an organization:

Step 1.  Log into the Exostar SAM Platform at https://secureaccess.exostar.com.

Step 2.  Navigate to the Customer Support tab, and click the View Organizations link on the left.

Step 3.  Use the drop-down menu to select your search filter, and enter the value into the search field. Click Search.

NOTE: Available search filters: Name of the Org, Exostar ID, Org ID, and Onboarding Sponsor.

Step 4.  Locate the organization, and click the Add User button located on the right of the screen. 

Step 5.  Fill out the required information (required fields are marked by red asterisks), select the role from the drop-down, and check desired applications.  Click Continue.

Step 6.  Click Submit (click Modify to make any changes, or Cancel to cancel changes).


Manage Existing Users

Locate and Edit User Profile

How can I locate and edit a user profile?

Follow the steps below to locate and edit the details in a user's SAM profile:

Step 1.  Log into the Exostar SAM Platform at https://secureaccess.exostar.com.

Step 2.  Navigate to the Customer Support tab, and click the View Users link on the left.

Step 3.  Apply a search filter from the drop-down menu, and enter the value into the search field. Click Search. 

NOTE: Available search filters: Last Name, First Name, User ID, Email, Org ID, Organization Name, and R-IDP User ID.

Step 4.  Click the hyperlinked SAM User ID to display the profile.   

Step 5.  Modify editable fields, and click Continue. 

NOTE: Editable fields vary by user, and may include the following fields: email address, organization, physical address, and the user's role in SAM.

Step 6.  Review and verify your edits, and click Submit. You can also click Modify to make any changes, or Cancel to cancel changes.


Resend Activation Email

How can I resend the activation email to a user?

Follow the steps below to resend the activation email for a specific user:

Step 1.  Log into the Exostar SAM Platform at https://secureaccess.exostar.com.

Step 2.  Navigate to the Customer Support tab, and click the View Users link on the left.

Step 3.  Apply a search filter from the drop-down menu, and enter the value into the search field. Click Search. 

NOTE: Available search filters: Last Name, First Name, User ID, Email, Org ID, Organization Name, and R-IDP User ID.

Step 4.  Click the hyperlinked SAM User ID to display the profile.   

Step 5.  Scroll down to the Application Settings section, and click the Resend Activation Email button.

Step 6. Click Submit.


Suspend, Activate, or Delete User

How can I suspend, activate, or delete a user? 

Follow the steps below to suspend, activate, or delete a user:

Step 1.  Log into the Exostar SAM Platform at https://secureaccess.exostar.com.

Step 2.  Navigate to the Customer Support tab, and click the View Users link on the left.

Step 3.  Apply a search filter from the drop-down menu, and enter the value into the search field. Click Search. 

NOTE: Available search filters: Last Name, First Name, User ID, Email, Org ID, Organization Name, and R-IDP User ID.

Step 4.  Click the hyperlinked SAM User ID to display the profile.   

Step 5.  Scroll down to the bottom of the Application Settings section, and click the buttons Suspend User Access, Enable User Access, or Delete User (these buttons are located next to the user's Status).  


Subscribe User to an Application

How can I subscribe users to applications?

Follow the steps below to request application access for a specific user:

Step 1.  Log into the Exostar SAM Platform at https://secureaccess.exostar.com.

Step 2.  Navigate to the Customer Support tab, and click the View Users link on the left.

Step 3.  Use the drop-down menu to select your search filter, and enter the value into the search field. Click Search.

NOTE: Available search filters: Last Name, First Name, User ID, Email, Org ID, Organization Name, and R-IDP User ID.

Step 4.  Click the hyperlinked SAM User ID to display the profile.   

Step 5.  Scroll down to the Application Settings section, find the desired application, and click Request Access.

Step 6.  In the next screen, specify the length of subscription. Click Continue. You receive the confirmation message for your request.


Suspend, Edit, and Reactivate Application Access

How can I suspend, edit, or reactivate user's access to a specific application?

Follow the steps below to suspend, edit, or reactivate a user's access to a specific application:

Step 1.  Log into the Exostar SAM Platform at https://secureaccess.exostar.com.

Step 2.  Navigate to the Customer Support tab, and click the View Users link on the left.

Step 3.  Use the drop-down menu to select your search filter, and enter the value into the search field. Click Search.

NOTE: Available search filters: Last Name, First Name, User ID, Email, Org ID, Organization Name, and R-IDP User ID.

Step 4.  Click the hyperlinked SAM User ID to display the profile.   

Step 5.  Scroll down to the Application Settings section, find the desired application, and click one of these buttons: Edit, Suspend, Activate, or Delete.


Reset Password and Security Questions

How can I reset the password and security questions for a specific user?

Follow the steps below to reset the password or security questions for the user:

Step 1.  Log into the Exostar SAM Platform at https://secureaccess.exostar.com.

Step 2.  Navigate to the Customer Support tab, and click the View Users link on the left.

Step 3.  Use the drop-down menu to select your search filter, and enter the value into the search field. Click Search.

NOTE: Available search filters: Last Name, First Name, User ID, Email, Org ID, Organization Name, and R-IDP User ID.

Step 4.  Click the hyperlinked SAM User ID to display the profile.   

Step 5.  Scroll down to the Application Settings section, and click the Reset Permanent Password and/or Reset Security Question buttons. The user receives an email with the instructions to complete the reset.


Manage Organizations

Skip Org Admin Approval

Can I set certain organizations to bypass the application access approval by their Org Admin?

To allow company users to access applications immediately, without the approval by their Org Admin, follow the steps below: 

Step 1.  Log into the Exostar SAM Platform at https://secureaccess.exostar.com.

Step 2.  Navigate to the Customer Support tab, and click the View Organizations link on the left.

Step 3.  Use the drop-down menu to select your search filter, and enter the value into the search field to find a specific organization. Click Search.

NOTE: Available search filters: Name of the Org, Exostar ID, Org ID, and Onboarding Sponsor.

Step 4.  Locate the organization, and click the hyperlinked Org ID. 

Step 5.  Scroll down to the Organization Administrator Approval section, and check the Skip Organization Administrator Approval box.


Manage Application Access

How can I modify application access for organizations?

To modify application access for organizations, follow the steps below: 

Step 1.  Log into the Exostar SAM Platform at https://secureaccess.exostar.com.

Step 2.  Navigate to the Customer Support tab, and click the View Organizations link on the left.

Step 3.  Use the drop-down menu to select your search filter, and enter the value into the search field to find a specific organization. Click Search.

NOTE: Available search filters: Name of the Org, Exostar ID, Org ID, and Onboarding Sponsor.

Step 4.  Locate the organization, and click the hyperlinked Org ID. 

Step 5.  Scroll down to the Application Settings section, and click the available buttons (Suspend, Activate, Delete).  


Manage Users and Access in Batch

Add Users in Batch

How can I upload users in batch?

To complete this batch action, download and fill out our SAM User Upload Template. For the template instructions, consult the SAM Administrator Guide (appendix A). When applicable, include the R-IDP User ID. R-IDP provisions enterprise users directly, using enterprise credentials.


To upload users in batch:

Step 1.  Log into the Exostar SAM Platform at https://secureaccess.exostar.com.

Step 2.  Navigate to the Customer Support tab, and click the View Organizations link on the left.

Step 3.  Use the drop-down menu to select your search filter, and enter the value into the search field to find a specific organization. Click Search.

NOTE: Available search filters: Name of the Org, Exostar ID, Org ID, and Onboarding Sponsor.

Step 4.  Locate the organization, and click the hyperlinked Org ID. 

Step 5.  Scroll down to the Application Settings section, the Load Users sub-section.

Step 6.  Click the Pick a file button, and click Upload. Select the Onboarding Sponsor from the drop-down menu. You can also check the Defer E-mails option.

NOTE: This selection delays the activation emails to users.

Step 7.  Click Validate.

Step 8.  Review the Results page. If the system finds errors in your CSV file, correct the errors and re-upload the file. Click Commit.


Subscribe Users to Applications in Batch

How can I subscribe users to application(s) in batch?

MPAs may choose to provision existing user accounts to a specific application in batch, using the Batch Subscription Template. For the template instructions, consult the SAM Administrator Guide (appendix C).

Fill out the template, and follow the steps below to complete this batch operation:

Step 1.  Log into the Exostar SAM Platform at https://secureaccess.exostar.com.

Step 2.  Navigate to the Customer Support tab, and click the View Organizations link on the left.

Step 3.  Use the drop-down menu to select your search filter, and enter the value into the search field to find a specific organization. Click Search.

NOTE: Available search options: Name of the Org, Exostar ID, Org ID, and Onboarding Sponsor.

Step 4.  Locate the organization, and click the hyperlinked Org ID. 

Step 5.  Scroll down to the Application Settings section, the Batch Subscription sub-section.

Step 6.  Click the Pick a file button, and then click Upload. Select the desired application from the drop-down menu, and enter the desired subscription length.

Step 7.  Click Validate.

Step 8.  Review the Results page. If the system finds errors in your CSV file, correct the errors and re-upload the file. Click Commit.


Batch-Resend Activation Emails

How can I batch-resend activation emails to inactive users?

If there are multiple inactive users, MPA can batch-resend activation emails. To complete this action, download and fill out the Batch Activation Email Template. Review the SAM Administrator Guide (Appendix D) for the instructions on this template. Upload the CSV file containing user UPNs (UserID@fis.evincible.com) to reset inactive accounts in bulk.


To resent activation emails:

Step 1.  Log into the Exostar SAM Platform at https://secureaccess.exostar.com.

Step 2.  Navigate to the Customer Support tab, and click the View Organizations link on the left.

Step 3.  Use the drop-down menu to select your search filter, and enter the value into the search field to find a specific organization. Click Search.

NOTE: Available search options: Name of the Org, Exostar ID, Org ID, and Onboarding Sponsor.

Step 4.  Locate the organization, and click the hyperlinked Org ID. 

Step 5.  Scroll down to the Application Settings section, the Batch Activation Email Resend sub-section.

Step 6.  Click the Pick a file button, and click Upload to upload your CSV file. 

Step 7. Click Validate.

Step 8.  Review the Results page. If the system finds errors in your CSV file, correct the errors and re-upload the file. Click Commit.



Questions? If you have additional questions, review our SAM Administrator Guide.

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