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Jumpstart your journey with Administration

As a Boomi Account Administrator, you can perform many tasks to manage your users, such as adding or removing users, assigning roles, and configuring authentication and security features.

Flow chart showing the steps to take as an account admin: configure your account, manage your users, and set up authentication

Configure your account

You can configure your account from the My User Settings section of the Settings page:

  • User information - Manage your username, password, email, and time zone
  • Email alerts - Set up email alerts for runtime status, process execution status, or user notifications
  • Two Factor Authentication - Configure two-factor authentication for your account
  • Platform API tokens - Create and manage API tokens to authenticate to Boomi APIs without using your username and password
  • Preferences - Specify preferences for your account, such as your customized landing page or turning on beta features

Manage your users

You can add users on the User Management page. Then, you can assign roles to your users that control their access to the Boomi Enterprise Platform. Refer to Adding editing, and deleting user roles to learn more.

Roles and privileges

Boomi offers many pre-made user roles. You can also create custom roles to customize user access further. Refer to custom role scenarios to learn more.

note

Custom roles are an Advanced User Security feature included in the Enterprise and Enterprise Plus Editions and available as an add-on to the Professional and Professional Plus Editions.

Account groups

Using Account Groups can simplify user management. You can add users to an account group and assign roles and privileges to the entire group. Contact your Boomi account representative to add the account groups feature to your administrator account.

Features

You can configure certain features for your account, including Advanced Environment access, Data Collection, RSS Feeds, and API metrics and dashboards. Adding Advanced Environment Access to a user account provides two additional privileges you can add to a custom role.

Set up authentication and security

Boomi has a unified login across products, allowing you to use a single set of credentials to access any Boomi service. You can learn more in Understanding Unified Login.

note

Only FedRAMP and SAML SSO account administrators can set custom password requirements for their users.

You can configure the following settings for user accounts from the Security panel:

Single sign-on

You can set up single sign-on (SSO) for your users on the Boomi Enterprise platform, which allows them to sign in once and access all authorized applications.

note

Single sign-on is an Advanced User Security feature included in the Enterprise and Enterprise Plus Editions and available as an add-on to the Professional and Professional Plus Editions.

Infographic showing the benefits of using SSO for users, one password, one username, one login, and for administrators, more secure, simple user management, custom password policies

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