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Quick Start: Admin Portal

This guide walks you through the core admin workflow: creating a user, defining a permission set, assigning it to an AWS account, and replicating the configuration.

Prerequisites​

  • You are logged in to the Admin Portal as a Customer Admin (SSO Admin or the initial Admin)

Step 1: Create a User​

  1. Click Users in the sidebar
  2. Click the Create User button
  3. Fill in the required fields:
    • Username — e.g., jdoe
    • Email — e.g., jdoe@yourcompany.com
    • First Name — e.g., Jane
    • Last Name — e.g., Doe
  4. Click Create

The user appears in the users table. They can now log in via SSO (if admin) if an identity provider is configured.

Step 2: Create a Group (Optional)​

Groups make it easier to manage permissions for multiple users:

  1. Click Groups in the sidebar
  2. Click Create Group
  3. Enter a name — e.g., Engineering
  4. Click Create
  5. Select the group, then add users to it

Step 3: Create a Permission Set​

  1. Click Permission Sets in the sidebar
  2. Click Create Permission Set
  3. Fill in:
    • Name — e.g., DevOpsAccess
    • Description — e.g., Access for the DevOps team
    • Session Duration — e.g., 1 hour
  4. Under AWS Managed Policies, search for and add the policies that match your use case
  5. (Optional) Add Inline Policies for more granular control
  6. Click Create

Step 4: Create an Assignment​

  1. Click Assignments in the sidebar
  2. Click Create Assignment
  3. Select:
    • Principal Type — User or Group
    • Principal — Select the user or group you created
    • Permission Set — Select the permission set you created
    • AWS Account — Select the target account
  4. Click Create

What Happens Next​

After replication:

  • The role for the corresponding permission set is created in the target AWS Account
  • The assignment grants the user (or group members) access to the selected AWS account with the defined permissions
  • The user can log in to AWS via the AWS SSO Login application in the Application Selection screen and selecting the corresponding role

Next Steps​

  • Users — Learn about all user management features
  • Permission Sets — Create advanced permission sets with inline policies
  • Assignments — Understand assignment types and management
  • Replication — Learn about replication options