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Version: 10.3

Manage realm settings

Each realm comprises a set of clients and users with assigned roles. Realms are isolated from one another and let you manage and authenticate only the users that belong to them.

The WorkFusion User Management UI features two preconfigured realms:

  • Master realm, which is the super admin console to configure User Management settings as well as the settings of the WorkFusionRealm together with associated clients, groups, and users.

  • WorkFusionRealm allows managing clients, users, roles, groups, and credentials associated with WorkFusion applications (Control Tower, Workspace, and Kibana) or external identity and storage providers.

note

The super admin can modify settings within the master and other realms (for example, WorkFusionRealm). A realm admin can modify only the settings in the particular realm. Use the super admin functionality for the initial User Management setup and emergencies (for example, when a realm admin forgets the password).

All created realms are available on the realm menu in the left-hand corner of the User Management UI screen. To switch between the realms, click the drop-down menu button and select an option.

Access realm settings

To access the settings of a realm, follow the instructions below:

  1. In the top left corner of the User Management UI screen, select the required realm.

  2. On the left menu, select Realm Settings. On the right, you will see the realm configuration page with several tabs.

The realm settings are preconfigured for you. It is not recommended to change them, but for a few exceptions:

Configure SMTP server

To configure an SMTP server, follow the steps below:

  1. Make sure you are in the right realm.

  2. On the left menu, select Realm settings and go to the Email tab.

  3. On the tab, configure the following settings:

    • Host: specify the SMTP server hostname for sending emails.
    • Port: specify the SMTP server port.
    • From: enter the address to be used for the From SMTP Header for any emails sent.
    • From Display Name (optional): specify user-friendly email address aliases. If not specified, email clients display the plain From <email_address> only.
    • Reply To (optional): set the address used for the Reply-To SMTP Header for any emails sent. If not specified, email clients display the plain From email address only.
    • Reply To Display Name (optional): set user-friendly email address aliases. If not specified, email clients will display the plain Reply To <email_address>.
    • Envelope From (optional): specify the Bounce Address used for the Return-Path SMTP Header.
    • Since you can use emails to update or recover usernames and passwords, it's a safe practice to enable SSL or TLS, especially if the SMTP server is in an external network. To do this, turn on the Enable SSL or Enable StartTLS toggle accordingly. Most likely, you will also have to change the value in the Port field (the default port for SSL or TLS is 465).
    • If your SMTP server requires authentication, turn on the Enable Authentication toggle and set the Username and Password. The value of the Password field can refer to a value from an external vault.
  4. Click Save to apply the changes.

Configure locale settings

WorkFusion User Management supports internationalization. The default language is English, but you can choose another one from a collection of supported locales.

To enable the internationalization feature and set up a default locale, follow the steps below:

  1. In the top left corner of the User Management UI screen, select the required realm.

  2. On the left menu, select Realm Settings and go to the Themes tab.

  3. Turn on the Internationalization Enabled toggle. In the Supported Locales section, you will see the list of available locales.

  4. In the Default Locale drop-down box, select a locale and click Save.