Provide access to Customers

Within the Veriam Admin Portal, there are different ways in which you can provide access to your customers.

Each option is explained below.

Provide a (free) license

The most flexible, and most common, way to providing access is through licenses. A license can be allocated (provided) to a customer organization. The customer organization can then distribute that license among their users as they see fit.

This functionality will be expanded soon to support (among others): self service capabilities (customers acquiring a license thought a self service flow), requiring signing of legal documents (such as terms and conditions), processing payments, generating invoices, and enforcing limitations (such as transaction limits or distribution limitations).

How to set this up

1. Refer to creating Policies and Licenses to configure access policies and licenses.

2. Navigate to the Customer overview.

3. Select the Customer you want to give access to in case the customer is not available, see Create Customer.

4. Go to the License tab.

5. Click ‘Allocate License’

6. Select the Access License(s) you want to allocate to this (customer) Organization.

7. Conform the choice and close the dialog by clicking Allocate License.

8. The Customer organization can now make use of this license. Note that an admin from the Customer organization will need to assign this license within their organization before users can actually login to your application(s).

An overview of all Access Licenses assigned to (customer) organizations can be found from the Access License section under Access Control. Access Licenses can also be cancelled from this overview, or from the Licenses tab on the Customer detail page.

Allocating a license can also be done by:

1. Navigating to the Access License overview in the left hand menu under Access Control.

2. Click Allocate License

3. Search for and select the (customer) organization you want to allocate the license to (note that this only shows the organizations also available in the Organizations overview)

4. Select the License you want to allocate

5. Confirm you choice by clicking Confirm.

6. The Customer organization can now make use of this license. Note that an admin from the Customer organization will need to assign this license within their organization before users can actually login to your application(s).

Manually assign access

For ultimate control on who has access to your applications, it is possible to only allow customers to have access to your applications after you have provided explicit access. Although this option requires the most manual work, it also offers the most control to determine which organizations, or which users of your customers, have access to your applications.

How to set this up

1. Refer to creating Policies to configure a policy that grants access to (parts of) your application(s).

2. Navigate to the Organizations overview.

3. Select the Organization you want to give access to (in case the customer organization is not available, see Create Customer).

4. Determine if you want to entire organization to have access, or specific users

   1. Entire organization:

      1. Go to the Policies tab

      2. Click ‘Assign Policy’

      3. Select the policy that gives the required access

      4. Confirm the choice and close the dialog by clicking Assign Policy.

   2. Specific users:

      1. Go to the User detail page of the user that needs to get access

      2. Go to the Policies tab

      3. Click ‘Assign Policy’

      4. Select the policy that gives the required access

      5. Confirm the choice and close the dialog by clicking Assign Policy.

5. Your customer (or user of customer) can now login to your application.

An overview of all Policies assigned to customers (both organizations and users) can be found from the Policies or Role section, depending on the type of policy assigned. Policies can also be removed from thse overviews, or from the Policies tab on the Customer detail page, or Customer - User detail page.

Ensure everyone with an account can login

The least restrictive approach is to ensure that everyone with a Veriam account is allowed to login on your application. This means that Veriam will not perform any additional authorization checks, but will allow anyone with a Veriam account, from any organization, to login to your applications.

This approach should only be used in cases where:

• You have extensive authorization checks build into your application already

• You do not expose any sensitive data

• You provide a free service (unless you handle authorization and payments yourself)

How to set this up

1. Create a Policy that allows access (without any filters).

2. Assign this policy to your application, from the Application detail screen (Policies tab).

3. Any user with a Veriam account can now login to this application.

Policies that are assigned to an application can be found on the Application detail view, Policies tab. Policies can also be removed from this overview.