User Management | Smart Flows

If you’re using a connector to synchronize users, you can activate automatic user synchronization and configure individual user authentication settings. For more details, please refer to Users.

Setting	Description	Options/Fields
User synchronization	Configure automatic user synchronization with the primary connector. Displayed only when automatic user synchronization is available for your project.	Enable automatic user syncing checkbox.
User synchronization		Syncing schedule: the interval in hours.
Individual user authentication settings	Configure notifications for token expiration.	Notify users when their authentications expire checkbox. When selected, users are notified before their individual user authentication expires.
Individual user authentication settings	Configure notifications for token expiration.	Notification schedule: the number of days before expiration. Available only when the checkbox is selected.
User deletion settings	Manage how users with dependencies are removed. A user with dependencies cannot be permanently removed. Instead, the user is deactivated and marked as deleted, and all personal information is cleared.	Keep the name of a user when removing it checkbox. When selected, the deleted user is shown with the original name followed by "(Deleted)". When cleared, the deleted user is shown as "Deleted user" followed by an ID.
Individual user synchronization	Manage the synchronization of users when they log in.	On login with an existing user, update roles based on the Smart Flows role in the host system checkbox. When selected, the user's role in the host system is checked at every login. If there is a mismatch, the Smart Flows role is updated to match the role in the host system. When cleared, the role is updated at login only if the user has no role in Smart Flows. For new projects after Smart Flows version 4.23.0, this setting is selected by default.
Welcome message	Control whether a welcome message is shown to new users on their first login.	Welcome message display: Default (follows the system setting, which is shown in parentheses), Enabled, or Disabled.

Not all roles can access all components of Smart Flows. For example, if you are assigned a User role in Smart Flows, you won't be able to log in to the Project Console. If you attempt to use the sync user at login functionality to access a component Smart Flows that isn't allowed by your role, you'll receive an error message.

Enabling Automatic User Sync

In the Project Console, select Control panel > Settings > User management.
Select Enable automatic user syncing.
In Syncing schedule, enter the interval in hours.
Select Save changes.

Notifying Users About Expiring Authentications

On the User management tab, select Notify users when their authentications expire.
In Notification schedule, enter how many days before expiration users are notified.
Select Save changes.