Managing Users in Wristband

This section provides a comprehensive guide to user management within the Wristband dashboard. It covers the entire user lifecycle, from adding new users to managing their permissions, ensuring a secure and efficient experience for your B2B SaaS customers.

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Tenant-level overrides

You can change user settings at both the Application and Tenant level. In order to apply a specific change to a tenant remember to select "Enable this tenant override?" on the page.

Adding Users

  • Manually Adding Users: Navigate to the "Users" section within the Tenant Settings for your desired tenant. Click the "Add User" button. Enter the required information, including email address, full name, and any relevant metadata.
  • Inviting Users: Use the "New User Invitations" section to send email invitations to new users. Enter the user's email address and select any initial roles to be assigned. Wristband will send an email invitation allowing users to complete their registration and begin using the application. For a more detailed walkthrough of user onboarding, refer to the User Onboarding documentation.

User Schema

The User Schema section defines the required data fields that must be provided during user registration, tailoring the registration experience to your specific needs.

  • Enable Tenant Override: Toggle this switch to enable overrides for the user schema at the tenant level. This allows you to customize user schema settings for this specific tenant.
  • Required Fields: Select the required data fields (e.g., email, birthday, full name, username) that should be collected during user registration. Any fields marked as "required" will be mandatory during user registration.

Editing User Profiles

  • View User Profiles: Navigate to the "Users" section within the Tenant Settings for your desired tenant. You can view a list of all users associated with that tenant.
  • Edit User Profiles: Click on a specific user's name or email address to access their profile. Update their details, such as name, email address, or other relevant information.

Adding User Metadata

  • Add Metadata: You can add additional metadata fields to user profiles by accessing the "User Schema" section within the Tenant Settings.
  • Customize Metadata: Create new metadata fields to collect specific user information relevant to your application's functionality.
  • Control Visibility: Configure which metadata fields are visible to users, administrators, or both.

Changing Email

  • Update Email: Users can change their email address within the application. You can configure the email verification workflow for this process using the "Email Policies" section within the Tenant Settings.

Assigning Roles

Wristband's robust role-based access control (RBAC) system allows you to granularly manage user permissions, ensuring that users only have access to the resources and functionalities they need.

  • Roles: Create and edit roles in the "Authorization" section within the Tenant Settings. Roles define the specific permissions granted to users and OAuth2 clients.
  • Assign Roles: Assign roles to users directly, or configure automatic role assignment policies. For detailed information on RBAC and role assignment, refer to the RBAC documentation.

Deactivating Users

  • User Status: You can manage user status within the "Users" section.
  • Deactivating Users: Deactivate a user to temporarily disable their access to the application. This can be useful for inactive employees or users who should no longer have access.
  • Reactivating Users: You can reactivate deactivated users from the "Users" section.

Refreshing Tokens

  • Token Refresh: Wristband handles token refresh automatically. Ensure the necessary settings and policies are in place to manage token refresh intervals, expiration dates, and security best practices.

Remember: By following this comprehensive guide, you can effectively manage users within your B2B SaaS application, ensuring a secure, efficient, and customized experience for your customers.