Access Manager actions using the EAM interface

Access Manager actions using the EAM interface

Laatst bijgewerkt: 2024-03-19 16:58

Table of contents

How to create a user using the EAM interface?
How to create an own account using the EAM interface?
How to create an account for another user using the EAM interface?
How to approve an account request using the EAM interface?
How to disable an account using the EAM interface?
How to restore an account using the EAM interface?
How to change the user type to Access manager using the EAM interface?
How to change the user type to Authenticated user using the EAM interface?
How to change the user type to Manager using the EAM interface?
How to change the user type to Administrator using the EAM interface?
How to reset the password of an account using the EAM interface (FAS)?
How to view the accounts of all participants to an own project of the own organization using the EAM interface?
How to view the accounts of all participants to all projects of own organization using the EAM interface?
How to view the accounts of own projects using the EAM interface?
How to view all accounts of all projects of all organizations using the EAM interface?

This documentation is being updated regularly. We try to provide as correct, complete and clear as possible information on these pages. Nevertheless, if you see anything in the documentation that is not correct, does not match your experience or requires further clarification, please create a support ticket via our portal (https://healthdatabe.atlassian.net/servicedesk/customer/portals) or send us an e-mail via support.healthdata@sciensano.be to report this documentation issue. Please, do not forget to mention the URL or web address of the page with the documentation issue. We will then adjust the documentation as soon as possible. Thank you!

How to create a user using the EAM interface?

An Access Manager is not able to carry out this action.

How to create an own account using the EAM interface?

End-to-end process:

Navigating to the HD EAM Portal and Access Manager profile

Go here to learn how to login via the Federal Authentication Service (FAS) with eID or itsme.

Creating an own account

Selecting one of the accounts in the Linked accounts window enables you to manage grants for your own accounts and to carry out several advanced actions.

Clicking your name and e-mail address on the top left of the screen toggles a toolbar with the tabs View profile, Edit profile, My Accounts and Log out.

Select the My Accounts tab if you want to create an account.

Click on the Add new Account button at the bottom to create and provision a new account.

To provision the account, you complete the Account e-mail address and select an Organisation/Application. Click on the Save button.

The created account is automatically added to the list of accounts.

It will also appear in the Linked accounts section of the profile page.

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How to create an account for another user using the EAM interface?

End-to-end process:

Navigating to the HD EAM Portal and Access Manager profile

Go here to learn how to login via the Federal Authentication Service (FAS) with eID or itsme.

Adding an EAM account for a another user

Click on Manage on the top left of the screen in order to reveal the EAM menu. Click on EAM Users.

Select the user you want to create an account for by clicking on first name, last name or SSIN.

Click on the Add new Account button.

To provision the account, you complete the Account e-mail address and select an Organisation/Application. Click on the Save button.

Upon returning to the User Details page you will see that the account has been added.

Next step: Request approval of the added EAM account here.

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How to approve an account request using the EAM interface? (own orgs)

End-to-end process:

Navigating to the HD EAM Portal and Access Manager profile

Go here to learn how to login via the Federal Authentication Service (FAS) with eID or itsme.

Approving an EAM account approval request

Click on Manage on the top left of the screen in order to reveal the EAM menu.

Select EAM Accounts followed by Approval.

Click on Approval to open the page with end-user accounts that are waiting to be approved:

There are two ways to approve these account approval requests:

  • Check the selection box of the relevant approval request and select the Approve action in the drop-down menu. Then, click on the Apply to selected item button to perform the action.
  • Click on the Edit button in the Operations column for the relevant account ...

... and subsequently on the Approve button in the Account: Manage grants screen.

The Account State changes to Approved.

After this, a fulfilment process will start to run in the background, resulting in an Account State change to Published.

Performing a push action

If this change does not take place within a reasonable amount of time - usually up to three hours - the account could be updated by means of a "push".

Therefore, return to the accounts overview screen.

First, check the Approved account that needs to be pushed (1). Then, open the Action drop-down menu and select the Update account (push) option (2). Finally, validate this action by clicking on the Apply to selected items button (3).

In case the push action does not trigger the expected result, you need to contact our Support service.

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How to disable an account using the EAM interface? (own orgs)

End-to-end process:

Navigating to the HD EAM Portal and Access Manager profile

Go here to learn how to login via the Federal Authentication Service (FAS) with eID or itsme.

Disabling an EAM account

Click on Manage on the top left of the screen in order to reveal the EAM menu. Select EAM Accounts.

Scroll down the displayed list of accounts and tick the selection box of the account(s) you want to disable. Go to the bottom of the page and click on the Action toggle button to select Disable account. Then, click on the Apply to selected items button.

Confirm with the Execute action button

This action triggers an email notification for the Authenticated User to inform about the account being disabled. The user is no longer able to login with the credentials at hand, and needs to contact the Access Manager to have the account enabled again.

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How to restore an account using the EAM interface? (own orgs)

End-to-end process:

Navigating to the HD EAM Portal and Access Manager profile

Go here to learn how to login via the Federal Authentication Service (FAS) with eID or itsme.

Restoring an EAM account

Sometimes the Access Manager disables an EAM account to perform corrective actions without the Authenticated User of that account being able to login to the account.

Click on Manage on the top left of the screen in order to reveal the EAM menu. Select EAM Accounts.

Next, in the overview with the accounts of the Authenticated Users, click on the Edit button of the disabled account you wish to restore.

Next, to undo the Disabled state, you need to click on the Create New Draft button.

The Account State is restored to Draft, so that the Access Manager is able to carry out the necessary corrections on this EAM account.

After having restored the Draft status, the Access Manager first needs to request for approval by clicking on the Request approval button. The approval request needs then to be approved. Click here to learn how to do this.

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How to change the user type to Access manager using the EAM interface?

End-to-end process:

Navigating to the HD EAM Portal and Access Manager profile

Go here to learn how to login via the Federal Authentication Service (FAS) with eID or itsme.

Promoting to Access Manager

Click on Manage on the top left of the screen in order to reveal the EAM menu. Click on EAM Users.

To promote a certain user to Access Manager, you need to select the relevant checkbox and go to the Action drop-down toggle at the bottom of the page.

Click on the toggle button and select Promote to Access Manager. Select Apply to selected items at the bottom right of the screen to perform the change of the user type to Access Manager.

In case the Authenticated User is associated with multiple organizations, you need to select the one for which the user needs to be promoted to Access manager and confirm as appropriate.

The change is published in the users overview.

Return to Table of contents

How to change the user type to Authenticated user using the EAM interface?

End-to-end process:

Navigating to the HD EAM Portal and Access Manager profile

Go here to learn how to login via the Federal Authentication Service (FAS) with eID or itsme.

Demoting to Authenticated User

Click on Manage on the top left of the screen in order to reveal the EAM menu. Click on EAM Users.

To demote an Access Manager (to user type of Authenticated User), you need to select the relevant checkbox in the displayed list and go to the Action drop-down toggle at the bottom of the page.

Click on the toggle button and select Demote Access Manager. Select Apply to selected items at the bottom right of the screen to perform the change of the user type to Access Manager.

On the security query screen you click on the Execute action button to perform the change.

The change is published in the users overview.

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How to change the user type to Manager using the EAM interface?

An Access Manager is not able to carry out this action.

How to change the user type to Administrator using the EAM interface?

An Access Manager is not able to carry out this action.

How to reset the password of an account using the EAM interface? (FAS)

An Access Manager is not able to carry out this action.

How to view the accounts of all participants to an own project of the own organization using the EAM interface?

There is currently no concept "own project"

How to view the accounts of all participants to all projects of own organization using the EAM interface?

End-to-end process:

Navigating to the HD EAM Portal and Access Manager profile

Go here to learn how to login via the Federal Authentication Service (FAS) with eID or itsme.

Displaying all accounts of all participants

Click on Manage to the top left of the screen, so that EAM appears. When hovering over this, the items EAM Users and EAM Accounts become visible.

Click on EAM Accounts. You will now see the overview of all accounts of all users.

Return to Table of contents

How to view the accounts of own projects using the EAM interface?

There is currently no concept "own project"

How to view all accounts of all projects of all organizations using the EAM interface?

An Access Manager is not able to carry out this action.

This documentation is being updated regularly. We try to provide as correct, complete and clear as possible information on these pages. Nevertheless, if you see anything in the documentation that is not correct, does not match your experience or requires further clarification, please create a support ticket via our portal (https://healthdatabe.atlassian.net/servicedesk/customer/portals) or send us an e-mail via support.healthdata@sciensano.be to report this documentation issue. Please, do not forget to mention the URL or web address of the page with the documentation issue. We will then adjust the documentation as soon as possible. Thank you!