IAM Customer Admin Guide

Version: 2024.4
Last Edition: 2024-10-16

Introduction
Overview
IAM Management Process
Logging In
About the Home Page
Adding a User Account
Manage Existing User Accounts
Assigning User Roles
Assigning User Attributes
Assigning Role Attributes
DaaS Attributes and Roles
Dayforce Tax Attributes and Roles
Unlocking User Accounts
Enabling a Disabled User Account
Setting Up Access to Powerpay
Add Powerpay Roles to User Accounts
Adding the Powerpay User ID
Managing Data Items and Data Profiles
Data Items Defined
Data Profiles Defined
Data Items in User Roles
Assigning Data Items
Adding a User Defined Data Profile
Assigning a DaaS Role to the User Account
Assigning DaaS Role Attributes
Assigning Data Items to a User Account
To Assign All Data Items
To Assign a Data Profile
To Assign Individual Data Items
Setting Up and Managing Multifactor Authentication (MFA)
Key Features
Setting Up Multifactor Authentication for the Organization
Excluding Users from Multifactor Authentication
Sorting by MFA Excluded Users on the User Screen
Logging in for the First Time with MFA Enabled Using Authy
Logging in for the First Time with MFA Using SMS Text or Voice Call
Logging in for the First Time with MFA Using Email
First Time User Process with MFA Enabled
Logging in with MFA
Forgot Password with MFA
Forgot Password Process with MFA Enabled Using Authy
Forgot Password Process with MFA Enabled Using Text or Voice Call
Forgot Password Process with MFA Enabled Using Email
Updating Your Multifactor Authentication Settings in IAM
Resetting Multifactor Authentication
Reporting
Report Types and Filter Options
Organization Level Reports
User Management Reports
Event Reporting
Filter Options
Add or Remove Filter Options
Client Organization Report Defaults
Client User Management Reporting Defaults
Client Event Reporting Defaults – User
Client Event Reporting Defaults – Org
Running Reports
Organization Profile Report
Data Item Report
Org Profile Product Crosstab
Locked User
User Authorization Report
User Authorization Crosstab Report
Suspended MFA User
User – Properties by User
User – Properties by ModifiedByUser
User – Role/Attribute/Data Item by User
User– Role/Attribute/Data Item By ModifiedByUser
Org – Properties By ModifiedByUser
Org – Data Item By ModifiedByUser
Org – Product/Role/Attribute By ModifiedByUser
Org – Data Item Profile By ModifiedByUser
User – Consolidated Report By User
Org – Consolidated Report
User – Consolidated Report By ModifiedByUser
Sorting Reports in Microsoft Excel
Managing Custom Email Templates
Troubleshooting
User is Locked Out of IAM or Account is Disabled
User Can't Log In to IAM
User Doesn’t See the Partner Application on the IAM Home Page
User Can't Access the Partner Application from the IAM Home Page
User Can't Access DaaS Signature Payroll Images
User in DaaS or Dayforce Tax Can Access Information that Should be Restricted from the User
You Can't Assign Data Items to User Accounts
A User Was Terminated, and You Need to Shut Off the User’s Access to IAM
IAM Isn't Logging Users Out Properly

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