Perfect for executives, product teams and marketers, the Backoffice ➜ Accounts page makes it easy to manage customer accounts and understand their engagement with your app.
Backoffice and Your Environments
Note that Each capability is available in all the environments you are using (Development, Staging, QA, and Production). Each environment will reflect it’s own accounts and users, so the accounts and users in Development, Stating, and QA environments are probably testing accounts/users, while those in Production will be your customers, as well as possibly testing accounts/users.
You can filter your 'testing' users by filtering your domain in the Excluded domains filter in the users section.
To access your Accounts section, go to your Frontegg portal and locate the Backoffice section in your menu. The Accounts section will be under it.
In your Accounts section, you can:
- View KPI metrics and details for all your accounts
- Analyze account engagement
- Add new accounts
- Add users to accounts
- Delete customer accounts
The page contains KPI cards to help understand important metrics about your user base.
- New accounts created in the last 7 days
- Active accounts in the last 30 days
- Average users per customer account
- Number of accounts where primary user's email is a company domain instead of a personal one
The page also includes a list of accounts. The list includes the account name, created date, last visit, and daily visits for each customer account.
The Last Visit is the last time a user logged into this account. This value is updated on a regular basis.
The Daily Visits is the number of total visits for the account for all the days since the account was created. If a user visits multiple times on the same day, it is counted as only one visit. This value updates daily.
The accounts in Backoffice ➜ Accounts are the same accounts in Environments ➜ Production ➜ Test ➜ Accounts.
The page at Backoffice ➜ Accounts is intended for non-development teams and Environments ➜ Production ➜ Test ➜ Accounts is intended for development teams.
Add a new customer account by clicking the add new button and completing the form. Consider using a Name and ID that are consistent with how you identify the customer in your application.
Manage each account by clicking on the account name you want to manage.
This will open a single account view of the selected account, allowing you to view and manage the account in a
a single, unified view.
Here you can:
- Edit account details
- Add user to the account
- Security policy
- SSO configurations
- Edit metadata
- Copy account ID
- Delete account
For additional account management options, visit Environments ➜ Production ➜ Test ➜ Accounts.
When adding a user to an account, select the option in the actions menu to add a new user.
Enter their email and add one or more roles. The email does not need to be an existing user.
The roles come from the existing roles in the Frontegg Portal. Review the roles guide to learn more.
Configure the security policy for individual accounts. From the account menu, select Security policy.
Choose the security policies for the account.
- Choose the password complexity
- Configure forced MFA policy
- Enable Multi-Factor Authentication
Edit the account and metadata by selecting the option in the account menu to edit those.
Enter the metadata in the form.
Updated 3 months ago