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Overview

User Management in Fentu Connect allows you to create and manage user accounts, assign permissions through profiles, and control access to different features of the application.

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Users

Users List The Users page displays all user accounts with:
ColumnDescription
AvatarUser profile picture
NameUser’s display name
EmailUser’s email address (used for login)
ActionsEdit or delete the user

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Creating a User

New User Form To create a new user:
  1. Click the New button from the Users list
  2. Fill in the required fields
  3. Click Save
FieldDescriptionRequired
NameThe user’s full display nameYes
EmailEmail address used for loginYes
PasswordAccount passwordYes
Confirm PasswordRe-enter password for verificationYes
AvatarUpload a profile picture (optional)No
Use business email addresses for user accounts. This makes it easier to manage access when employees leave the organization.

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Editing a User

  1. Find the user in the list
  2. Click the edit icon in the Actions column
  3. Modify the fields (leave password blank to keep existing)
  4. Click Save

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Deleting a User

  1. Find the user in the list
  2. Click the delete icon in the Actions column
  3. Confirm the deletion
Deleting a user is permanent. Consider deactivating users instead if you may need to restore access later.

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Profiles

Profiles List Profiles define sets of permissions that can be assigned to users. Each profile controls which features and menu items a user can access.

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Profile List

ColumnDescription
NameThe profile name
ActionsEdit or delete the profile

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Profile Detail

Profile Detail Click on a profile to view its details:
  • Edit Button - Modify profile settings
  • Delete Button - Remove the profile
  • Details Tab - View profile information

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Creating a Profile

  1. Click New from the Profiles list
  2. Enter a name and description
  3. Configure permissions
  4. Click Save

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Editing a Profile

Profile Edit Form
  1. Navigate to the profile detail
  2. Click the Edit button
  3. Configure the profile settings
FieldDescription
NameDisplay name for the profile
DescriptionNotes about the profile’s purpose

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Permission Checkboxes

The profile edit form shows a list of features with checkboxes:
PermissionDescription
VisibleMaster toggle for visibility
HomeAccess to the home dashboard
Connect WizardAccess to the Connect Wizard
Connector SetAccess to Connector Set management
Connection ConfigAccess to Connection Configuration
ConnectorAccess to Connector management
Connect ObjectAccess to Connect Object management
InboundAccess to Inbound connections
OutboundAccess to Outbound connections
UsersAccess to User management
ProfilesAccess to Profile management
Checked permissions grant access; unchecked permissions hide those features from users with this profile.

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Deleting a Profile

  1. Navigate to the profile detail or list
  2. Click the delete icon or Delete button
  3. Confirm the deletion
Deleting a profile may affect users assigned to it. Reassign users to a different profile before deleting.

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Profile Configuration Best Practices

Design profiles around job functions:
  • Administrator - Full access to all features
  • Integration Manager - Access to connections and objects, no user management
  • Viewer - Read-only access to monitor sync status
Give users only the permissions they need:
  • Not everyone needs access to Connection Config (credentials)
  • Viewer roles shouldn’t need edit capabilities
  • User management should be restricted to administrators
Use the description field to explain:
  • Who should have this profile
  • What access it provides
  • When it was last reviewed
Audit profiles and user assignments regularly:
  • Remove access for departed employees
  • Adjust permissions as job roles change
  • Review administrator access quarterly

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Common User Management Scenarios

  1. Create a new user account with their email
  2. Set a temporary password
  3. Assign the appropriate profile based on their role
  4. Have them change their password on first login
  1. Review the user’s current profile
  2. Either assign them to a different profile, or
  3. Create a new profile if their access needs are unique
  1. Immediately delete or deactivate the user account
  2. Review any connections they managed
  3. Transfer ownership of integrations if needed
For sensitive operations like Connection Config (which stores credentials):
  1. Create a restricted profile without Connection Config access
  2. Assign to users who don’t need to manage credentials
  3. Only grant Connection Config access to trusted administrators

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Common Questions

Edit the user and enter a new password in the password fields. The user will need to use the new password on their next login.
Users are typically assigned one profile at a time. If a user needs a unique combination of permissions, create a new profile for their specific needs.
Be careful not to delete or restrict all administrator accounts. Always maintain at least one account with full administrative access.
Check with your system administrator for audit log capabilities. User activity tracking may be available through system logs.

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Related Documentation

Introduction

Overview of Fentu Connect features

Connection Config

Manage sensitive connection credentials