SM Passport

01 - Introduction

• Welcome!
• Architecture
• Definitions
• About This Guide
  • Organization
  • Formatting Conventions

02 - General Functions

• Signing in and Out
  • Signing In
  • Signing Out
• Accessing the Admin Console
• The Admin Console Interface
  • Toolbar
  • Main Menu
• Table Navigation

03 - Organizations

• The My Organizations Screen
• Adding an Organization
  • Web Form
  • CSV Upload
• Managing Organizations
  • Editing an Organization
  • Managing Administrators
  • Deleting an Organization

04 - Resources

• The Passport Configuration Screen
  • Top Navigation Section
  • Services Section
  • Group/Role Section
• Working with Resources
  • Adding a Resource
  • Configuring SSO and Provisioning Connectors
  • Cloning of connectors
  • Adding a Bookmark
  • Editing a Resource/Bookmark
  • Assigning Resources/Bookmarks
  • Bulk-Assigning Resources/Bookmarks
  • Removing Resources
  • Deleting Resources
• Creating Roles and Groups
  • Creating Roles
  • Creating Groups
• Syndication
  • Syndicating Roles/Groups
  • Syndicating Folders
  • Syndicating Resources
• Folders
  • Adding Folders
  • Placing Resources in Folders
  • Renaming a Folder
  • Removing Folders

05 - Users

• The Users Screen
• Managing Users
  • Searching for Users
  • Viewing/Editing a User
  • Assigning Roles
  • Assigning Groups
  • Sending Notifications
  • Deleting Users
• Adding Users
  • Web Form
• Working with Groups
  • Searching for Groups
  • Viewing/Editing Groups
  • Viewing/Excluding Group Members
  • Adding a Group
  • Assigning a Group Administrator
  • Deleting Groups
• The CSV Upload Screen
  • Downloading CSV Templates
  • Working with CSV Templates
    • Student Template
    • Non-Student Template
    • Groups Template
    • Enrollments Template
  • Uploading and Validating CSV Files
• The Active Directory Synchronization Screen
  • Top Navigation Section
  • Server Section
  • Mapping Section
    • Roles & Groups Tab
    • Groups Import Tab
• Data Sync Configuration
• SFTP
  • Adding/Editing an SFTP User
• Data Synchronization with G Suite

  
  

  
  

06 - Reports

• The Charts Screen
  • Login Statistics
  • SSO Statistics - Unique Users
  • SSO Statistics - Hits
  • SSO Statistics by User
  • Product Usage Statistics
• The New Users Screen
• The Subscription Utilization Screen

07 - Catalog

• The Catalog Screen
• The Product Details Screen
  • The About Tab
    • The Description Sub-Tab
    • The Contact Information Sub-Tab
  • The Add to Resources Tab
• Activating Resources
• The Catalog Administration Screen
• Managing the Product List
  • Viewing Products
  • Adding Products
  • Activating/Deactivating Products
  • Editing a Product
  • Deleting a Product

08 - Development Portal

• The Integrated Applications Screen

09 - Integrations

• The Integrations Screen
  • For Educational Organizations
  • For Partners
• Managing Integrations (Organization)
  • Adding a New Integration
  • Managing Permissions