Skip to main content

User Management Guide

ThingConnect Pulse includes a comprehensive user management system with role-based access control, allowing administrators to manage user accounts, permissions, and security settings.

User Roles and Permissions

Administrator Role

Full System Access:

  • Complete dashboard and monitoring access
  • YAML configuration management and deployment
  • User account creation, modification, and deletion
  • System settings and advanced features
  • Configuration version history and rollback
  • All API endpoints and administrative functions

User Management Capabilities:

  • Create new user accounts
  • Edit existing user details
  • Change user roles and permissions
  • Reset user passwords
  • Activate/deactivate user accounts
  • Delete user accounts

User Role (Read-Only)

Monitoring Access:

  • Dashboard and live status viewing
  • Historical data analysis and charts
  • Endpoint detail pages and recent checks
  • CSV data export functionality
  • All monitoring features except configuration

Restrictions:

  • Cannot modify YAML configuration
  • Cannot access user management features
  • Cannot change system settings
  • Cannot access administrative APIs
  • Cannot create or delete monitoring targets
Role-Based Security

User roles are enforced at both the web interface and API levels. Users automatically see only the features and menu options available to their assigned role.

User Account Management

Accessing User Management

  1. Login as an Administrator
  2. Navigate to SettingsUser Management
  3. View the user management interface

User Management Interface

The user management interface provides comprehensive control over user accounts, roles, and permissions with search and filtering capabilities.

Only users with the Administrator role can access user management features.

Creating New Users

Step-by-Step Process:

  1. Click "Create User" button
  2. Fill in required information:
    • Username: Unique identifier (required)
    • Email Address: Must be unique and valid format (required)
    • Password: Must meet complexity requirements (required)
    • Confirm Password: Must match password exactly (required)
  3. Select User Role:
    • Administrator: Full system access
    • User: Read-only monitoring access
  4. Click "Create" to add the user

Validation Requirements:

  • Username must be unique across all users
  • Email must be unique and follow valid email format
  • Password must meet security requirements (see Password Security section)

Managing Existing Users

User List Features

Search and Filtering:

  • Search by username or email address
  • Filter by role (Administrator/User)
  • Filter by account status (Active/Inactive)
  • Pagination for large user lists

User Information Display:

  • Username and email address
  • Assigned role
  • Account creation date
  • Last login timestamp
  • Current active status

User Actions

Edit User Details:

  • Update username (must remain unique)
  • Change email address (must remain unique)
  • Modify user role (with restrictions)

Role Management:

  • Change between Administrator and User roles
  • Cannot demote the last active Administrator
  • Role changes take effect immediately
  • Users must re-login to receive updated permissions

Account Status Control:

  • Activate or deactivate user accounts
  • Inactive users cannot login but account data is preserved
  • Useful for temporary access suspension

Password Management:

  • Reset user passwords
  • Forces password change on next login
  • User receives notification of password reset

Account Deletion:

  • Permanently remove user accounts
  • Requires confirmation before deletion
  • Cannot delete the last active Administrator
  • Action cannot be undone
Administrator Protection

The system prevents you from demoting or deleting the last active Administrator account to ensure system access is always maintained.

Password Security

Password Requirements

All user passwords must meet these complexity requirements:

Minimum Standards:

  • Length: At least 8 characters
  • Uppercase: At least one uppercase letter (A-Z)
  • Lowercase: At least one lowercase letter (a-z)
  • Numbers: At least one numeric digit (0-9)
  • Special Characters: At least one symbol (!@#$%^&*)

Example Valid Passwords:

  • SecurePass123!
  • MyP@ssw0rd2024
  • Admin#Pass99

Password Reset Process

Administrator-Initiated Reset:

  1. Navigate to User Management
  2. Find the target user
  3. Click "Reset Password" action
  4. System generates temporary password
  5. User must change password on next login

User Experience:

  1. User attempts to login
  2. System prompts for new password
  3. New password must meet complexity requirements
  4. User can access system with new password

Account Lockout Protection

Automatic Lockout:

  • Trigger: 5 consecutive failed login attempts
  • Duration: 30-minute automatic lockout period
  • Scope: Applies per individual user account

Administrator Override:

  • Administrators can manually reset lockout status
  • No waiting period required for administrator reset
  • Lockout counter resets after successful login

Session Management

Session Security

Session Characteristics:

  • Duration: 24-hour sliding expiration
  • Extension: Each request extends session by 24 hours
  • Security: HTTP-only cookies (not accessible via JavaScript)
  • Protection: SameSite cookie protection enabled

Automatic Logout:

  • Sessions expire after 24 hours of inactivity
  • Users redirected to login page on expiration
  • No data loss during session expiration

Multi-User Sessions

Concurrent Access:

  • Multiple users can be logged in simultaneously
  • Each user maintains independent session
  • No conflict between concurrent administrative actions

Session Isolation:

  • User sessions are completely isolated
  • No shared session data between users
  • Each user sees personalized interface based on role

Initial System Setup

First Administrator Account

During Installation:

  • First user to access the web interface becomes administrator
  • No existing users required for initial setup
  • System prompts for administrator account creation

Account Creation Process:

  1. Access http://localhost:8090 after installation
  2. Complete new account registration form
  3. Account automatically assigned Administrator role
  4. Immediate access to all system features

Adding Additional Administrators

Best Practices:

  • Create at least two administrator accounts
  • Use different email addresses for each administrator
  • Document administrator account details securely
  • Test backup administrator access before making changes

API User Management

Authentication for API Access

Session-Based Authentication:

  • Use same login credentials as web interface
  • Cookie-based session management
  • Include session cookies in API requests

Example API Authentication:

# Login and save session cookies
curl -c cookies.txt -X POST http://localhost:8090/api/auth/login \
-H "Content-Type: application/json" \
-d '{"username": "admin", "password": "your-password"}'

# Use cookies for user management API calls
curl -b cookies.txt http://localhost:8090/api/usermanagement

User Management API Endpoints

List Users:

GET /api/usermanagement?page=1&pageSize=20&search=admin&role=Administrator

Create User:

POST /api/usermanagement
Content-Type: application/json

{
"username": "newuser",
"email": "newuser@company.com",
"password": "SecurePass123!",
"confirmPassword": "SecurePass123!",
"role": "User"
}

Update User Role:

PUT /api/usermanagement/{userId}/role
Content-Type: application/json

{
"role": "Administrator"
}

Security Best Practices

Account Management

User Creation:

  • Use descriptive usernames that identify the person
  • Require unique email addresses for account recovery
  • Assign minimal necessary permissions (principle of least privilege)
  • Regularly review user account necessity

Password Management:

  • Encourage strong, unique passwords
  • Force password resets for suspected compromises
  • Regular password updates for sensitive accounts
  • Document password policies for users

Account Maintenance:

  • Deactivate accounts for departed personnel immediately
  • Remove unused accounts after verification
  • Monitor last login dates for inactive accounts
  • Regular administrator account audits

Administrative Controls

Administrator Management:

  • Maintain at least two active administrator accounts
  • Use separate administrator accounts for different people
  • Avoid sharing administrator credentials
  • Log administrative actions for audit trail

Access Control:

  • Grant administrator access only when necessary
  • Regular review of administrator permissions
  • Monitor user management activity
  • Separate administrative and regular user accounts
Audit Trail

All user management actions are logged in the system logs with timestamps and actor information for security audit purposes.

Troubleshooting User Management

Common Issues

Cannot Access User Management:

  • Verify you're logged in as Administrator
  • Check that User Management appears in Settings menu
  • Confirm your account has Administrator role assigned

User Creation Failures:

  • Username already exists (must be unique)
  • Email address already in use (must be unique)
  • Password doesn't meet complexity requirements
  • Confirm password doesn't match

Login Problems:

  • Account may be deactivated (check status)
  • Account may be locked out (wait 30 minutes or admin reset)
  • Password case-sensitive (check caps lock)
  • Session may have expired (re-login required)

Role Assignment Issues:

  • Cannot demote last Administrator (system protection)
  • Role changes require re-login to take effect
  • Check database if roles appear incorrect
  • Verify administrator permissions for role changes

Recovery Procedures

Lost Administrator Access:

  • If no administrators available, reinstall may be required
  • Database direct access can restore administrator role
  • Contact support for database recovery procedures

Forgotten Passwords:

  • Administrator can reset any user password
  • Password reset forces change on next login
  • No self-service password reset currently available

Account Lockouts:

  • Wait 30 minutes for automatic unlock
  • Administrator can immediately reset lockout status
  • Monitor for repeated lockout patterns (security concern)

Next Steps