2 Getting Started with Thredd Portal: Cards and Transaction Management

This section provides a high-level overview of the steps to help a system administatror get up and running with Thredd Portal: Cards and Transaction Management, with pointers to additional information.

Set Up Your Organisation

Access to Thredd Portal is controlled using our own Identity Provider (IDP), which includes SSO integration. To help onboarding to Thredd Portal, contact Support to arrange set up.

Before you can start using Thredd Portal, you will need to set up your organisation. This includes:

Adding the organisation to Cloud Entity, used to manage access to Thredd Portal
Sharing information to configure Single Sign On (SSO) to use Thredd Portal

When you have been successfully setup, you will be able to log in to Thredd Portal via SSO.

Set Up Organisation Administrator

When the organisation has been created, an Organisation Administrator needs to be assigned. This account is responsible for managing your organisation's users and their access to Thredd Portal.

When the account is created, the organisation can use Cloud Entity to manually assign user roles for Thredd Portal User, as well as manage existing user accounts.

Manage Thredd User Roles

Before assigning roles, ensure that the user has accessed Thredd portal. This automatically creates a user in Cloud Entity.

Thredd Roles determine what a user can do in Thredd Portal. There are five roles that can be assigned:

Manager
Read-Only User
Card Operations Specialist
Card Configuration Manager
Card Balance Manager

The below table describes what each role does.

Role	Permissions
Manager	Transaction Search & View Remove auth Card Search & View Card Load/Unload Balance adjustment Change card status PIN & CVC2 services Edit cardholder details Edit card configurations Extend Thredd Expiry Date Activate a Card Balance Transfer
Read-Only User	Card Search & View Transaction Search & View
Card Operations Specialist	Card Search & View Transaction Search & View Change card status Activate a Card Extend Thredd Expiry Date PIN & CVC2 services Remove auth
Card Configuration Manager	Card Search & View Transaction Search & View Edit card configurations
Card Balance Manager	Card Search & View Transaction Search & View Balance Transfer Balance adjustment Card Load/Unload

If the role you have prevents you from performing certain actions in Thredd Portal, that action will be greyed out to prevent you from accessing it.

To assign roles to a user:

In CloudEntity, navigate to the Users screen.
Click on the name of the user you want to assign roles to.
From the Thredd Roles drop-down field, select the role you want to assign to the user.
Click Save.

The user will be successfully assigned to the role.

You can add multiple roles to a user by clicking the Add Items button. A new drop-down field displays, enabling you to add more roles to the user.

Assign User Management Roles

User Management roles determine what a user can do in CloudEntity, and their ability to manage users.

A Super Admin role must be created before you can assign roles to a user. Contact your Account Manager to create a ticket for a Super Admin role to be created for your organisation.

There are three roles that you can assign to a user.

Role	Description
Auditor	Can view organistion settings, populations and users.
Admin	Can update organisation metadata and oversee users associated with managed populations.
User Manager	Can manage users associated with an organisation.

To assign a role to a user:

In CloudEntity, navigate to the Users screen.
Click on the name of the user you want to assign a user role to.
From the User Management Roles drop-down field, select the role you want to assign to the user.
Click Save.

The user will be successfully assigned to the role.