Identity Access

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Identity Access is a Gigya tool that allows site administrators to manage their users. As a site administrator you can view users' profiles, social data as well as site custom data. You can also search users, or edit and delete user's information. If you have the Gamification package enabled, this tool also enables access to the user's Gamification achievements.

Note: The Identity Access tool is part of a premium package that requires separate activation. The Identity Access tool is available only after activating the package. If it is not part of your site package please contact your Gigya Account Manager or contact us by filling in a support form on our site. You can also access the support page by clicking "Support" on the upper menu of Gigya's site.

The Identity Access Page

Go to the Identity Access section of Gigya's website. Please make sure you are signed in.

The Identity Access page may also be reached by clicking the Identity Access tab in the upper menu of Gigya's website:

 

On the Identity Access page there is a header showing the total number of users listed on the site.

 

Users Table



The Identity Access page allows the administrators to browse through site users and view specific user details. The table holding the user's information includes the following columns:

  • Name - the user's full name, including the user's profile photo and a button to pop up the user's unique identifier (UID). 
  • Primary Email  - the primary email address of the user's account.
  • Gender
  • Age
  • Created - date the profile was created (registration date*).
    • * Usually the created and registration dates are the same, however, in cases where a user account was created and the user started but did not complete registration at that time, the registration date will reflect the date registration was actually completed.
  • Last login - date of the last time the user has logged in.
  • Identities - a set of icons representing the social networks associated with the user's profile. An icon of a specific network indicates the user has used that network to log in.
  • Status - the status of the account, could be Registered \ Not-registered and Verified \ Unverified in case of an email verification policy.

Sorting is done by the 'Last Login' date by default. It is also possible to sort by Age, Gender and Created, by clicking the respective column header. Clicking again reverses the order of the sort (Ascending \ Descending).

Searching for Users

Basic Search

You can search for a user by the user's Email addressUID, user namefirst name or last name.
When performing a basic search, all records that contain the search expression in the aforementioned fields are returned.

Advanced Search

Clicking the 'Advanced' button within the search bar opens an advanced search interface that enables a refined search. 
You can toggle the search window open/closed by re-clicking the 'Advanced' button and preferences set within the window will be saved.
 

Search Within

The Search Within column enables you to select which fields to query in your search.
By default, the search will query the same fields as in the basic search (e.g., Email, UID, Name), however, if you click on the 'Specify custom selection' button, you will see a pop up which allows you to target any field in the 'Data', 'Profile' and 'System' objects. You can select up to 10 fields.

Search Method

The Search Method column defines the way results are matched to your search query.

Available options are:

  • Full Word Match -The search will return users with  records that contain words that fully match the search query. For example, a search for 'John' will return a user named 'John Smith', but not a user named 'Mike Johnson'.
  • Exact Match The search will return users with records that match the search query completely. For example, in order to find 'Mike Johnson' I must type the full name. Only 'Mike' or 'Johnson' will not suffice.
  • Starts With - Returns records that start with the search expression. For example, a user with the email 'mikej@gmail.com' will be returned when searching for 'mikej' but not for 'gmail.com'.
    Note: The 'Starts With' search method can only be applied to non-encrypted fields (i.e., non-PII fields).

By default, 'Full Word Match' is used. You can switch between search methods by clicking the name of the method you wish to use.

Account Status

'Account Status' allows you to filter results based on the status of their account.
By default, all of the options are checked. Unchecking a box will omit results with the account status of the unchecked box. For instance, unchecking the 'Unverified' box will only display verified users in the search results.

 

Custom Query

The 'Custom Query' text box allows for more comprehensive search abilities.
The use of the custom query is similar to that of
 the  Query Tool, which is an intuitive and dynamic SQL-like tool for searching and retrieving users' profile data using any combination of stored fields.
Enter an SQL-like expression to the box that will be appended to the query as a 'WHERE' clause. For example - "
socialProviders contains 'facebook' and firstName='Liran'  " will filter the results for users that match the query, and have a registered Facebook identity, and their first name is 'Liran'.

Editing a User's Information

Click the users Name in the user's table to open the user's details screen. Here the user's name, profile photo, UID, and email address are displayed.  You can also see the icons representing the connected identities of the user, in this case the user is connected to the site, Facebook, and LinkedIn only. 

 

Depending upon the status of the user, the Settings icon displayed next to the user's name opens a drop-down menu enabling you to delete the user, reset the user's settings, send a password reset email, re-send a verification email or verify email addresses if they are not yet verified.

      

Resetting User Settings

Resetting a user's settings is equivalent to calling socialize.delUserSettings for the given user. 
This action will remove all Automatic sharing settings previously set on the user's account, including automated sharing for certain actions, or actions that are blocked for sharing.

Specific Site Information

There are two tabs;

  • User Details (default)
  • Game Mechanics Achievements 

User Details

You can choose which user data to view: all the data, only the site data, or only data from a specific social network.

When you choose to view data from a specific social network, you can remove that social identity.

Editing A User's Personal Information

To edit a user's settings, i.e., email address or name, select site from the Show data from drop-down (available only on the User Details tab).

You can only edit the information contained within the Site Identity. Information received from a social network is considered specific to that network and can not be edited. Social network information can only be updated as it is received from the social network within a User object during future logins.

 

Then press the Edit Data button.

 

Once the Edit Data option is active, you can edit all the users data individually.

The data is divided into sections:

  • Account information
  • Personal information
  • Custom fields
  • Address information
  • Additional user data

The account, personal, and address information are very straight forward and do not require additional explanations. 

The custom fields hold any data regarding the user that cannot be found in the personal and address information.

The additional user data includes additional data from the site and from the social identities, such as the user's nickname, or his likes, etc.

 

Note: Changing the email via the edit button does not remove the old email. It will only change the primary email set in the "profile". If you want to remove the email from the list of loginIDs, you should call the setAccountInfo API with the "removeLoginEmails" parameter.

Game Mechanics Achievements

The user's Game Mechanics data is displayed in two tables.

  • Achievements
    • Lists the user's challenges with the following information:
      • Challenge Title - as it appears in the Game Mechanics Setup page.
      • Current Level - the user's current level in the specified challenge. The level is represented by a badge, a level title, and the number of the level.
      • Points Total - the overall earned points that have been accumulated up to date. The 'total points' value can only increase, you can't subtract from it. Read more about GM points.
      • Points 7 Days - the points earned during the past 7 days. Similar to the 'Total Points', 7 Day Points are only accumulated and can not be redeemed.
      • Rank - the rank of the user compared to his fellow GM users.
      • Rank 7 Days -  t he r ank of the user compared to his fellow GM users in the last 7 days.
      • Settings - the settings include AddReduce, and Redeem buttons, which are used to add, reduce, or redeem points from the user in the specified challenge. Read more about GM points.

  • Actions Log
    • Allows you to specify a time frame for which you want to view the actions that took place.
      • Your options are:
        • Today
        • Yesterday
        • Last 7 days (default)
        • Last 30 days
        • Custom - where you specify the start and end dates.
           
      • For each action there is:
        • The time the action occurred
        • The Challenge Title
        • The Action ID
        • The number of Points the action awarded the user
        • The IP Address from which the action took place

Editing A User's Game Achievements

To edit the number of points a user has accrued, or to redeem points for the user, use the Game Mechanics Achievements tab. Then select from the challenge you want to edit whether to Add, Reduce, or Redeem points for that user.

 

If you wish to add points, click "Add" and the following dialog will open:

 

If you wish to reduce points, click "Reduce" and the following dialog will open:

 

If you wish to redeem points, click "Redeem" and the following dialog will open: