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Standard Operating Procedure (SOP) for Managing Users on the Salawat Dashboard via Clerk

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Overview

This SOP provides a comprehensive guide for managing user accounts, access, and authentication for the Salawat Dashboard using Clerk. Clerk is an enterprise-grade user management and authentication platform ensuring security and control over user access.

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Scope

This SOP applies to administrators responsible for managing user access and authentication for the Salawat Dashboard.

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Responsibilities

  • Administrators: Maintain user access, ensure secure authentication, and configure user management settings.
  • Developers: Assist in troubleshooting advanced issues and updating configurations.

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Requirements

  • Access to Clerk.
  • Credentials:
  • Administrative privileges for user management on the Salawat Dashboard.

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Process

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1. Accessing Clerk

  1. Navigate to Clerk.
  2. Click Sign In on the homepage.
  3. Log in using GitHub credentials associated with [email protected].
  4. Once logged in, verify that the dashboard displays user statistics and authentication details.

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2. Overview of Clerk Dashboard

  1. The homepage provides:
    • User statistics (e.g., active users, sign-ups, sign-ins).
    • Authentication system status.
    • Recent sign-ins and sign-ups.

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3. Managing Users

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View Existing Users

  1. Navigate to the Users tab.
  2. Review the list of users with access to the dashboard.

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Remove or Ban Users

  1. To remove a user, delete their account from the list.
  2. For advanced security, upgrade to enable banning users by IP, email, or device.

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Inviting New Users

  1. Click the Invitations tab.
  2. Send an invitation to new users to explicitly grant access.
  3. Ensure only invited users can log in by keeping the system in Restricted mode.

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4. Configuring Authentication Settings

  1. Navigate to the Configure tab.
  2. Set authentication preferences:
    • Choose login methods (e.g., email, username, or password).
    • Enable features like passwordless login using email verification codes.
    • Configure settings for forgotten passwords.

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Restrict Access

  1. Go to the Restrictions tab.
  2. Ensure the system is set to Restricted:
    • Only invited users can access the dashboard.
    • Prevent unauthorized users from creating accounts.

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5. Customizing User Experience

  1. Navigate to the Customization section.
  2. Configure:
    • Login Displays:
      • Adjust how users are presented on the platform after login.
    • Email Notifications:
      • Edit email content and design for account-related notifications.
    • SMS Notifications:
      • Customize text and content of SMS notifications.

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6. Advanced Settings

  1. Explore advanced features:
    • Monitor authentication system health and performance.
    • Adjust domain settings (already configured by default).
    • Utilize additional Clerk features for user management as needed.

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7. Inviting New Organizations or Users

  1. For new users or organizations requiring access:
    • Send them invitations via the Invitations tab.
    • Only invited users will be able to log in and access the platform.

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8. Finalizing and Verifying Changes

  1. Ensure all user-related settings are up to date.
  2. Regularly review the user list and remove unauthorized users.
  3. Test any changes to user authentication and notifications to confirm functionality.

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References