Viewing accounts and portals in the organization
UI navigation: “Security” setting in left navigation menu in Neo Admin Center > Accounts and Portals.
Clicking on the Security option on the left pane takes you to the page to configure authentication and login policies for your accounts and portals along with session management controls.
This section also shows an Accounts and Portals panel at the top that gives you a preview of the number of Accounts and Portals within your Freshworks organization.
Clicking on the Accounts and Portals panel will take you to a page that lets you view the list of accounts and portals within the account (if present) and the login policies that are linked to them.
This page is read only and provides the administrator an overview of all accounts and portals in the organization. The left panel shows the accounts and clicking on an account, displays the list of portals (if present).
The admin can click on the login policy to view its details.
The login policy page also shows a list of accounts and corresponding portals within them which are mapped to the login policy, which the user is currently viewing. Clicking on the “Edit” at the top right will allow the admin to edit this particular login policy so that accounts/portals already mapped to this policy can be unmapped from it or additional accounts/portals can be mapped to this policy.
The subsequent screen (after clicking edit) displays the following information:
Accounts: The policy to which the account/default portal is mapped to is shown under the “Accounts” section.
The Current and default login methods section provides a view of portals associated with login policies:
Portals mapped to the current login policy are selected and displayed.
Portals linked to the default login policy are unselected and also displayed.
The portals linked to the default login policy can be linked to the current login policy on this page by selecting the checkbox against the respective account/portal.
Modifying the account/portals login policy from one custom policy to another:
Step 1: When editing a specific custom policy, the admin can uncheck any account/portal that is linked to the current login policy from the “Account” or “Portals” list under “Current and default login methods”, which then maps the account/portal from the current policy and maps this account/portal to the default policy.
Step 2: The admin can then navigate to a different custom policy to map the needed accounts/portals.
Other login methods section displays the list of portals that are linked to any other custom login policies, which the admin might have configured. To associate any portal from this list with the current login policy, navigate to that respective custom policy and perform the steps mentioned above under “Modifying the account/portals login policy from the current custom policy to another.”
Once the selection of the portals to be associated/disassociated with the current login policy has been made, if no other changes to the login policy are needed, the admin can click on “Save and Exit”, else admin can save these changes and move to the next step of editing the login policy by clicking on “Save and Next.”
This page displays the currently configured login methods for this policy.
Admin can enable/disable the required login methods and configure them as needed.
Once login methods have been configured for the login policy, the admin can click on “Save and Exit” to save these changes. Else, to modify the name, redirect url and logo admin should click on “Save and Next”. Finally, the admin can click on “Save changes” to save all the changes made to the current login policy. Once the changes to the policy are saved, admin will be redirected to the list of all custom policies.