ESProfiler Handbook
Data Ops

Account Portal (CAS)

Central Authentication Service & Account Portal facilitates user authentication and account management.

Account Portal

The account portal is a multi-tenant account management portal, Manage organizations, users, groups, policies, API Clients, Password & 2FA resets, etc.

Visit https://my.esprofiler.com and login with your credentials; they are the same credentials you use to log in to any tenant at <tenant>.own.esprofiler.com.

This portal is used by "Customers & Partners of the ESProfiler Platform", "Vendors of the Vendor Portal" and "ESProfiler Staff" to manage and self-manage accounts.

Most regular users will only see a single organization; when a user only has access to a single organization, the portal acts as a single-tenant account management portal, when a user has access to multiple organizations, those users will see a multi-tenant account management portal with a special landing page.

Creating Organizations

TODO

Creating Policies

Policies are used to control access to resources of many applications. TODO

Creating Groups (Roles)

Groups (Roles) are used to associate many users, external users and API Clients with many policies.

Two immutable groups are created automatically for each organization:

  • Default Admin Group - has full access to all applications and resources of the organization.
    • epa:fedex:*:*
  • Default Policy - Has full access to all applications and resources of the organization except for CAS.
    • epa!:fedex:esp-cas:*
    • epa:fedex:*:*

TODO

Creating Users

Only users with e-mails matching the allowed domains of the organization can be added directly to the organization. TODO

Adding External Users

Users outside the organization can be added as an external user by adding them to the "External Users" section of a group. The access to the organization is controlled by the policies associated with the group, so the user will only be able to access the resources of the applications that are allowed by the policies assigned to that group.

If you need to create a group with special permissions, then refer to Creating Policies and Creating Groups.

  1. Navigate to the organization you want to grant an external user access to.
  2. Click on Groups.
  3. Click on the External Users tab.
  4. Click on the Add External User button.
  5. Enter the e-mail address of the external user and click on Add.

Creating Applications

TODO

Creating API Clients

TODO

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