There are three key phases to onboard and configure new users in K. This page will provide the high level process.
Step 1) Configure K Role Permissions
K has 5 key role types. Each role type has a default role permissions. First you need to confirm what each role type will have permission for prior to assigning roles.
Refer to the Configuring role permissions page for detailed steps.
Step 2) Configure SSO
K can integrate with your organisation's SSO settings. This is currently available for Microsoft Azure or Okta.
Refer to the following pages for detailed steps on:
-
Configuring SSO with Azure Active Directory / Entra ID
-
Configuring SSO with Okta
Step 3) Adding local users (if required)
Sometimes you may need to add additional local users that are onboarded directly to K and not via SSO. For this scenario, refer to the Managing local users page.
If you have configured SSO after adding local users and now need to remove the local account, refer to the Removing Local account access after SSO is enabled page for more information.
Step 4) Bulk set-up of user profiles
To accelerate the take-up and embedment of K, you may want to pre-setup users in K and link them to their respective teams.
This feature is also useful to setup Data Owners and Stewards that may not be active users of K but need to have profiles setup in K.
For detailed instructions, refer to the Bulk set-up of users and teams page.