How to do SWIFT user-org administration

 

  1. The default admin account for the SWIFT will be the ‘admin’ user, which is also a local Linux user where the SWIFT is installed. 
  2. Once you log in initially with this user, you can optionally set up more users and their organizations for access control. 
  3. An organization is a group of users, and it can also contain one or more child organizations. Within an organization, there can be two types of users:


  • Create a new organization.
  1. Login to the SWIFT dashboard and navigate to the Configuration menu and Organization sub-menu. You will see the built-in ‘Admin’ organization created already. The built-in organization cannot be deleted.




  1. If you want to add more organization, then you can press + button and add it as below. It would create a new organization with parent organization as a admin. You will see the newly added organization now.




  • Delete the organizations.
  1. You can delete both users and organizations from SWIFT using the SWIFT dashboard. The following sections outline the steps for removing an organization and a user.
  2. Login to the SWIFT dashboard and navigate to the Configuration menu and Organization sub-menu.
  3. Simply press the delete icon as shown in the below snippet and it will delete the organization.




  • Create a new user.
  1. Login to the SWIFT dashboard and navigate to the Configuration menu and User sub-menu.
  2. You will always see at least two users – root and admin, which are built-in users and can’t be modified or deleted.
  3. The root and admin users also act as admin users for the ‘Admin’ organization.



Click on the ‘+ Add’ button and enter user details.



  1. Enable the checkbox for ‘Admin Access’ if you want to grant the new user the admin role for the user’s selected organization as well as for all child organizations of the selected organization. Note that you can only add a user to the specific organization if you have admin access for the organization.
  2. Select an auth provider, which is an identity provider configured in the SWIFT. In most cases, you will select the ‘Local’ identity provider, which means the created users are stored locally in the SWIFT CMDB.
  3. If you are organization admin and creating this user for your group, then you can optionally set ‘Force password change on First login’ checkbox. Setting this will allow the new user to login to dashboard with temporary password you set here, and then also enforce password change on the first login.



Once the user is added successfully, you will be able to see it listed on the user page.



The newly created user can now login to the SWIFT dashboard with the set credentials.



  • Deleting users from the SWIFT
  • You can delete users as well as an organization from the SWIFT using the SWIFT dashboard. The below sections below highlight steps for removing both an organization and a user.

 

  1. Login to the SWIFT dashboard and navigate to the Configuration menu and User sub-menu. You will see the list of all users in your current organization as well as those in child organizations.
  2. Select the user you want to delete and press the ‘Delete’ button. The dashboard would ask you for confirmation.




  1. Confirm, and the user will be deleted permanently. 




  1. Note that the audit trail for the user’s operations is still retained even if the user is gone.



  • Delete an organization.
  • Login to the SWIFT dashboard and navigate to the Configuration menu and Organization sub-menu.




  1. Press the delete button (the one with a dustbin icon) next to the organization which you want to delete. 
  2. You will get a confirmation dialog and press the ‘Delete’ button to continue. Note that if you have one or more users or child organizations in the selected organization, then the confirmation dialog would notify you of that.In such non-empty organization cases, you will get a ‘Force’ option on the confirmation dialog, which would then delete all child organizations and users recursively. 
  3. It is recommended that you remove any child organizations and users individually than using the force option.


Once deleted, you will see that the organization is no longer on the page.