Companies and enterprises can add a layer of security to their mobile forms by adding a Login Page and allowing business users to fill out the forms only if they are logged in to transform app. For both purposes, you will need to configure authentication and authorization on your mobile app by setting up a User Management Connector.

The User Management Connector enables the management of users and their roles directly from transform Studio. It eliminates the need for an enterprise authentication and identity provider such as Active Directory. This allows companies to roll out mobile forms faster, without integrating a back-end authentication provider.

In this article, you will learn how to create and configure the User Management Connector for your app. 

Step 1 - Add a User Management Connector

The User Management Connector has to be enabled and configured before it can be used in an application instance in transform Studio.

Follow the steps below to create the User Management Connector:

  • In the left menu, under Integrate, click on Connections.
  • If you already have Connectors configured, the page will display a list of configured connectors.
  • From the top-right, click on Add New Connection.

  • Click on the User Management Connector from the list.
  • Type a name for the connection in the Connection Name field. 
  • Click on the Test Connection button.

If the test was successful, click Save. If not, re-check the values you entered in the connector’s fields.

Step 2 - Configure a User Management Connector

After adding the connector, you can configure it by clicking Connections in the left menu, followed by the Configure button next to it.

Step 3 - Add Entities to the Connector

The entities in the User Management Connector authenticate the login credentials of transform app users, allow the registration of new users, and enable password reset. To use these, you need to configure them with the following steps:

  • Click on the Entities tab to view the list of entities used by the connector.
  • To view the fields in each entity, click on its name under Entities. The fields will be listed in the Fields tab under the Details panel.
  • Based on the features you wish to include in your mobile application, add the following entities by clicking on the add button: 
    • login - The entity is used for authenticating the app’s current users.
    • register – This entity is used to enable new user registration. 
    • forgotPassword – Adding this entity allows app users to retrieve their passwords via email.
    • changePassword– Including this entity will enable users to change their current passwords.

  • Click Save Entities.

Step 4 - Define User Roles

Role-based access control enables transform Studio users to carry out a broad range of operations while providing flexibility and breadth of application. You can define user roles through the User Management Connector.

  • Click on the User Management tab.
  • Click on Roles.
  • Click the Create New Role button.

  • In Name, enter the role you wish to include.
  • Click Save.

Step 5 - Add App Users

You can add transform app users via transform Studio. Details of these users will be saved in makeen transform's back-end MySQL database hosted on Amazon AWS Cloud in a separate secure VPC.

  • Click on the User Management tab.
  • Click on Users.
  • Click the Create New User button.

  • Enter values in the following fields:
    • Login ID – Define the ID which mobile app users will use to login.
    • First Name – Type the first name of the mobile app’s user.
    • Middle Name – Type the middle name of the user.
    • Last Name – Enter the last name of the user.
    • Display Name – Type a name that will be visible to the user while interacting with the app.
    • Email – Enter the user’s email address.
    • Password – Enter a password for the user. This can be changed if you add the changePassword entity to the connector (refer to Adding Entities to the Connector section).
    • Assign Roles – Click on the role you wish to assign to the user. This option will only be visible if you have created roles (refer to Defining User Roles).

  • Click Save.
  • Click on the Deactivate button associated with a user if you wish to prevent them from logging into the app and accessing its pages and forms.

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