Anyone can add team members to Oracle DataFox. However, you must be an admin or an account owner to edit or delete members.
Invite Team Members
On the user menu, click Settings, and then click the Team Management tab.
On the Active users tab, click Invite your team to add a member.
Enter the email addresses of your team members and send as many invitations as you need.
If you're an admin, on the Status list, select Admin to designate an active member as an admin.
Delete Team Members
If you're an admin, click the Delete icon from the Active Users tab to delete a team member from the team. The Deleted Users tab displays the deleted team members with an option to restore a deleted team member.
User status controls the access that users have to different features of the application.
This table lists the tasks you can do in the application depending on your user status.
|Member, Admin, and Account Owner||View and search company profiles|
|View and search signals|
|View and search conferences|
|View account scores|
|Insights: Create and view reports|
|View custom fields|
|Edit custom fields|
|View team details|
|Admin and Account Owner||Edit account scores|
|Edit and delete users and roles|
|Account Owner||Transfer the deleted user's owned lists|
|Override single sign-on|
Manage Single Sign-On
Here’s what you can do if you have set up single sign-on to access applications through your identity provider. You can configure Oracle DataFox on your identity provider and ensure that your users use single sign-on to access the application. Oracle DataFox uses SAML 2.0 token to authenticate you to access the application from your identity provider.
Before You Start
Create users in your identity provider to sign in using single sign-on. Ensure that the users' email address is the same as the one with which they sign in to their identity provider.
Ensure you have the user information to hand:
User details such as the first name, last name, and user name, which is usually the email address.
The URL and certificate from your identity provider to use it while enabling single sign-on.
Enable Single Sign-On
Complete these steps in Oracle DataFox:
On the user menu, click Settings.
On the Integrations menu, select Single Sign-On (SSO).
On the Single Sign-On (SSO) page, in the Identity Provider URL field, enter the URL from your identity provider.
In the Certificate field, enter the certificate from your identity provider
In the SAML Information section, copy the URL. Use this URL while setting up Oracle DataFox in your identity provider.
Set the Enable switch to On.
On the Enable SSO dialog box, click Yes to enable single sign-on.
Complete these steps in your identity provider:
Configure your identity provider using the URL that you copied earlier from the SAML Information section in Oracle DataFox.
Select the following fields to be passed to Oracle DataFox every time your users sign in: FirstName, LastName, and Email.
Configure your identity provider to create, update, and delete users authorized to access Oracle DataFox.Note: Contact your identity provider if you need to use REST API to create, update, and delete users authorized to access Oracle DataFox. For more information, see Users in REST API for Oracle DataFox.
What Happens After You Enable Single Sign-On
You can no longer add, edit, or delete users from the Settings > Team Management page. Use your identity provider to manage users.
Users can access Oracle DataFox only through the identity provider. If they previously accessed the application directly by going to app.datafox.com, that password no longer works. They must sign in to the identity provider to see all the configured applications and select Oracle DataFox to access the application.
Only the account owners can sign in directly. If you’re having issues signing through your identity provider, contact your account owner to sign in directly and verify the details on the Single Sign-On (SSO) page in Oracle DataFox.
Contact your IT department if your users are still unable to sign in to Oracle DataFox through your identity provider even after you have successfully set up single sign-on.
To access settings, click the user menu, and then click Settings. Here’s what you can do on the Settings page.
|General Information||Change your user information and password.|
|Integrations||Manage your Oracle DataFox integrations across various applications.|
|Fields||Create custom fields and select the type of column you want to create. For example, you may create custom columns for headcount, location, top keywords, and so on.|
|Team Management||Add and delete users and control their access to Oracle DataFox.
See Manage Users.
Note: If you use single sign-on to sign in to Oracle DataFox, you must manage users from your identity provider. You can't manage users on the Team Management page.
|Technographics||View information about the popular technologies on Company Profile pages by selecting a specific technology from the list of filters.|
|Silenced Alerts||Silence emails and Slack alerts from individual companies if you want to stop tracking and receiving updates from them. You can always choose to unsilence a silenced company.|