A. How To Add User Accounts In LIZ

Add users to our System

There are three ways to add users to the LIZ system.

SSO connection [Recommended]:

This establishes a connection between the internal user database (e.g. Microsoft) and the LIZ software, meaning that users continue to be managed internally rather than by LIZ.

User access and settings are managed internally by the customer (e.g. via Microsoft), and any changes made during login are also passed directly to LIZ, so nothing needs to be updated manually.

What Single Sign-On options does LIZ offer:

• SAML [recommended]
• Open ID
• Google Workspace

Alternatively, the following options can also be used, however, these may be subject to certain restrictions: Microsoft Azure, ADFS, Active Directory/LDAP

Pros:

• Quick and easy login for users
• High level of security, e.g. through MFA
• Centralised management by the IT department
• Quick onboarding and offboarding of users

Cons:

• Integration may be a little more complex
• Additional systems, such as Microsoft, are required

To set up a SAML SSO connection, please follow our instructions here: LINK

If you have any questions or encounter any issues, please feel free to contact your LIZ Customer Success Manager at any time or: success@liz.solution

Bulk Upload:

Here, a user list created by the customer is added to the LIZ system by the LIZ CSM team at an agreed time.

This option is only recommended for the initial go-live or if a large number of new users are to be added or user data is to be amended.

An Excel file containing the user information must be sent to the Customer Success Manager. You must also specify a date and time for when the file is to be uploaded.

The following information must be included in the list:

Pros:

• useful for a wide range of user data
• very easy to manage in terms of timing

Cons:

• more likely to make mistakes, e.g. due to typing errors
• the transfer to the list must be done beforehand

Create users individually in LIZ Workspace Manager:

In the LIZ Workspace Manager, a Super Admin or Workspace Manager can also add users individually or manually.

Pros:

• high level of control through manual input
• no additional interfaces or import formats are required

Cons:

• more likely to make mistakes, e.g. due to typing errors
• Time-consuming for many users

Tips & tricks

• An SSO connection can also be set up at a later date.
• With an SSO connection, adjustments are made exclusively by the integrated system (e.g. Microsoft), whereas with bulk uploads or manual additions, they can be carried out by both the customer and LIZ.
• If there is no SSO connection, the user creates a password and logs in using their email address and the password they have chosen.
• With an SSO connection, the user logs in with their email and password via, for example, Microsoft.
• Roles – Users cannot be added with admin roles unless they are added manually as individual users. For SSO or bulk upload connections, admin roles must be assigned retrospectively in the LIZ Workspace Manager.

If you have any questions or require further clarification, please feel free to contact your Customer Success Manager or email success@liz.solution at any time.