Manage Users

In large organizations, multiple teams often use SearchUnify simultaneously. The Manage Users section lets administrators set access permissions so teams don't inadvertently modify another team's content sources or search clients. Administrators can add or remove users, change user roles and scopes, configure a hosted index, grant temporary access to SearchUnify support, and integrate identity management software for enhanced control and security.

Users roles in SearchUnify

SearchUnify features three distinct user roles:

1. Super Admin: Each instance can have one or at most two Super Admins. A Super Admin can add and remove Admins and Moderators, modify access-control settings for any role, and use any API.

   Note: To add or remove a Super Admin, contact SearchUnify support or your CSM.

2. Admin: An Admin can add and delete Moderators and set up access for Moderators. An Admin can add new Admins but cannot delete existing Admins.

3. Moderator: A Moderator has restricted permissions and cannot add or remove users; their permissions are those that have been assigned by an Admin.

The following configurations can be performed under the Manage Users tab.

• Users: add or delete users from the admin panel and change their role or scope.

  • Add a User in SearchUnify

  • Delete a User

  • Change User Role

  • Change User Scope

• Access Control Settings (visible only to Super Admins): configure access rights for Admins and Moderators. Three options:
  • Public: all users can view and edit all search clients and content sources.
  • Private: Moderators and Admins can view, edit, or delete only the content sources and search clients they own. The creator owns a content source or search client and can grant view, edit, and delete rights to others. Exception: if a Moderator or Admin has edit access to at least one search client, all content sources become visible (but not editable).
  • Protected: Moderators and Admins can edit or delete only the content sources and search clients they own; others are grayed out. For content sources, the Total Documents count becomes unclickable. Owners can grant edit and delete rights to others.

• SSO Sign in: log into SearchUnify with an identity provider

• Hosted Search Users: view users logging into SearchUnify via identity management software.