Dashboard

This is the portal's main page. From here, you are able to use most of the portal's services to which you have access to.

Before you start

Your permissions are determined by your role in the system:

• Owner: Holds complete control and administrative authority, including user management, configurations, and resource control.
• Contributor: Enjoys full access but lacks administrative privileges, enabling configuration of resources. Can't administer users.
• Reader: Provides read-only access for viewing information without administrative capabilities.

Sidebar

• Dashboard: Current view.
• Tenant: Clicking on this redirects you to the "Tenant details" window.
• Clients: Clicking on this redirects you to the "Client list" window.
• Users: Clicking on this redirects you to the "Users list" window.
• Invites: Clicking on this redirects you to the "Invitation list" window.
• About: Clicking on this redirects you to a window with general information on Unit4 Identity Services.

Cards

Identity Provider If the tenant you are logged into has an enabled temporary identity provider, you should see a countdown that lets you know when this identity provider will be disabled. Clicking on "Register new Identity Provider" redirects you to the "Edit Tenant" window, where you can register a new identity provider.

For more details, see Identity providers.

ERPx Clients Clicking on any of the following options redirects you to the "Create Client" window where you can create the respective client type:

- Create Machine to Machine Client
- Create PKCE Client
- Create U4 Native Mobile Client
- Create U4 Report Engine Client

ERP7 Clients Clicking on any of the following options redirects you to the "Create Client" window where you can create the respective client type:

- Create U4 Native Mobile Client
- Create U4 Report Engine Client
- Create U4 Desktop Client
- Create Machine to Machine Client
- Create Implicit Client

U4 Financials Clients Clicking on any of the following options redirects you to the "Create Client" window where you can create the respective client type:

- Create Machine to Machine Client
- Create PKCE Client
- Create Implicit Client

FP&A Clients Clicking on any of the following options redirects you to the "Create Client" window where you can create the respective client type:

- Create Implicit Client

Fields

IDS Instance The instance/environment you are currently logged into.

Tenant The tenant you are currently logged into.

Avatar An avatar to represent the current logged in user. When clicked, it shows their name and email.

Current IDS AuthorityUri The Authority URI of the IDS instance you are currently logged into.

Login path A direct URL link to log in the IDS instance and tenant you are currently logged into.