1. Console tour
- What is WebFrolic?
- An enterprise identity platform that combines customer identity (CIAM), workforce SSO, multi-tenant organisation management, RBAC and a built-in help desk in one console.
- Who uses which console?
- Administrators configure identity; support agents work tickets; employees self-serve access; every person manages their own account.
- What protocols are supported?
- SAML 2.0, OAuth 2.1 authorization code with PKCE, OpenID Connect, machine-to-machine client credentials, and SCIM for directory sync.
- How is access decided?
- Resources define what exists, scopes define the actions, roles bundle scopes, and groups carry roles to people.
Every console shares one shell: a dark top bar, a left navigation rail, and a content area with a heading band. Learn the shell once and the rest of the product is navigation.
Administrator
Configuration
Users
Groups
Authorization
Applications
Security
① rail
④ content cards
- The rail lists the sections you may open. Groups such as Configuration and Authorization expand in place; the item for the page you are on is highlighted.
- The switchers sit top right. Dashboard moves between the administrator, help desk, employee and account consoles. Role changes which role you are acting in.
- The tab strip under the page title holds the sub-pages of the thing you opened — a user, a role, an application.
- The content area is a stack of cards. Primary actions sit in the card header, destructive ones are outlined in red.
2. Administrator console
The administrator console is where identity is configured: who may sign in, how they prove who they are, and what they may reach afterwards. Open it from Dashboard ▾ → Administrator.
Configuration
Identity, branding, email, SMS, webhooks, features.
Users
Customers, employees, invitations, profile attributes.
Authorization
Roles, scopes and resources.
Applications
SAML, OAuth2/OIDC clients, client credentials, assignments and SCIM.
Devices
Managed and personal devices, assignments and device SKUs.
Authenticators
Password, OTP, TOTP, passkeys, security keys and other configured methods.
Connections
External connections, credentials, access, firewall, usage and audit.
Automation
Rules, workflows, events, approvals and executions.
Vault
Secrets, variables, OAuth2 secrets and JWK keys.
API Keys
Permission selection, expiry, last-used information and firewall rules.
Security
Network firewall, custom rate limits and friction locks.
Logs
Errors, webhook deliveries and transactions.
2.1 Configuration — how do I set up email, SMS and branding?
What it is. Site-wide settings for the identity provider itself: how people are onboarded, what the sign-in pages look like, and how messages leave the system.
Where. Rail → Configuration. The group expands into seven top-level pages. Several pages contain deeper settings for tenancy, sessions, security, recovery, mobile behavior, user lifecycle, SCIM attribute mapping and tenant or SCIM token firewalls.
| Page | What it controls | Reach for it when… |
|---|---|---|
| General | Identity provider type, terms of service and privacy URLs, support contacts, redirect after authentication, integrated application. | First-time setup, or changing where people land after signing in. |
| Branding | Website layout: header for visitors, header for authenticated users, footer. Accepts raw HTML with a code / preview switch. | Matching sign-in pages to your corporate site. |
| Email Settings | Tabs for Providers, Test Domains, Test OTP Lookup, Employee Domains and Branding. | Wiring an SMTP or API mail provider, or letting QA read OTPs. |
| SMS Settings | The same shape as email: providers, test numbers, lookup, branding. | Turning on one-time codes over SMS. |
| Webhooks | Outbound notifications, the delivery log, and the endpoint allow-list. | Keeping an external system in step with identity events. |
| .Well-Known Resources | The discovery documents other systems read. | A partner asks for your issuer or JWKS URL. |
| Features | Feature switches for the whole site. | Enabling tenancy, SCIM or a preview capability. |
Setting up an email provider
- 1Configuration expands into seven pages.
- 2Five tabs; Test Domains keeps rehearsal mail out of real inboxes.
- Open Configuration → Email Settings and stay on the Providers tab.
- Choose your provider — SMTP, SES, SendGrid, Mailgun, Postmark, Resend or Cloudflare — and press Edit.
- Fill in the credentials. Secrets are write-only: once saved they show as masked and cannot be read back.
- Save, then use Test Domains to add a domain whose users will never receive real mail.
- Sign up a test user on that domain and read the code under Test OTP Lookup.
2.2 Users — how do I manage customer and employee accounts?
What it is. Every person with an account, split into the four tabs Customers, Employees, Invitations and Profile Attributes.
Where. Rail → Users.
Finding someone
- 1Section rail — the group you are in stays expanded and highlighted.
- 2Tab strip: customers and employees are deliberately separate lists.
- 3Search by email or customer ID; the filter persists across pages.
- 4Manage opens the person detail page. Available tabs depend on account type and enabled tenant features.
- Pick the right tab — customers and employees are separate lists.
- Search by email or ID in the search box above the table.
- Press Manage on the row to open the person's detail page.
The person detail page
- 1The available tabs cover profile, sign-in or service-user security, groups, roles, applications, optional employee vaults and tenant membership, supported devices, entitlements, sessions and activity.
- 2Profile attributes, including any custom fields you define.
- 3Account state: user type, credential status, profile completeness.
- 4Restrict this account — lock, deactivate and delete, separated from everyday edits.
The tab strip under the person's name shows the sections supported for that account type and current tenant configuration:
- Profile — name, contact details and every profile attribute. The right column shows Account state and Restrict this account.
- Credentials — the sign-in methods they hold; add, change or delete one.
- Groups / Roles / Applications — what they belong to and may reach.
- Tenants — the customer organisations they are a member of.
- Devices — machines they have signed in from.
- Entitlements — fine-grained grants beyond roles.
- Session — live sessions, with the option to end them.
- Activity — the audit trail for this person.
Profile Attributes
Attributes are the fields on everyone's profile. Each one carries a visibility, shown as a coloured chip in the list — click a chip to edit the attribute.
2.3 Groups — how do I grant access to many people at once?
What it is. Bundles of people. Grant a role to a group and everyone in it inherits it, which is nearly always better than granting roles one person at a time.
How. Rail → Groups → Add New Group. Open a group to manage Members, Access and Audit. Groups can be marked SCIM-enabled so an external directory keeps membership in step.
- 1Each group can be SCIM-enabled so an external directory owns membership.
- 2Open a group for Members, Access and Audit.
2.4 Accounts & tenants — how does multi-tenant identity work?
What it is. Separate customer organisations inside one WebFrolic site. Each tenant has its own members, roles, domains and sign-in configuration.
Where. Rail → Accounts. Manage attributes beside the list edits the fields every tenant carries.
- 1Home page and SCIM state per tenant.
- 2Manage opens the tenant with its own Members, Roles, Domains and Firewall tabs.
Inside a tenant you will find Home, Members, Groups, Roles, Access, Verified domains, SCIM firewall, Network firewall, SAML and OAuth2 configuration, Discovery and Audit.
B2B patterns: what each customer organisation gets
| Capability | What the tenant administrator controls | What stays with you |
|---|---|---|
| Members | Invite, suspend and remove their own people. | The attribute schema every tenant shares. |
| Groups & roles | Their own groups, and roles scoped to their tenant. | Role templates and any platform-wide role. |
| SSO per tenant | Their own SAML or OAuth2 connection, so staff sign in with their corporate identity. | The protocols on offer and certificate rotation. |
| Verified domains | Claim a domain so their staff self-serve. | Approval of the DNS proof. |
| Network rules | A tenant-level firewall for their own members. | The site-wide firewall above it. |
| SCIM | Point their directory at the tenant to sync membership. | Token issuance and the SCIM endpoint allow-list. |
2.5 Devices
What it is. Device records and the device inventory used by the identity console. The JSP views separate managed devices, personal devices and device SKUs. How. Rail → Devices. Use the relevant list to create, inspect or edit supported records; open a device to review its owner and available assignment details. Actions depend on the selected device type.
How. Rail → Devices. Open one to see its owner, first and last use, and to retire it.
2.7 Authenticators — which multi-factor and passwordless methods are supported?
What it is. The ways a person can prove who they are: password, one-time code by email or SMS, TOTP app, passkey or security key, mobile push, mTLS, OAuth2 and security questions.
How. Rail → Authenticators, open one to edit. Each carries whether it may be used for sign-in, whether it may be used for recovery, and how many a person may hold.
2.8 Applications — how do I connect a SAML or OAuth2 application?
What it is. Every system that trusts WebFrolic for sign-in.
SAML
Established enterprise software.
OAuth2 · PKCE
Mobile and single-page apps.
OAuth2 · Code
Server-rendered web apps.
M2M
Service-to-service, no human present.
Opening an application gives you General, Redirect URLs, Scopes, Claims, Assignment settings, SCIM, Assignments, Groups, Firewall, Access and Audit.
- 1Protocol and status per application.
- 2Open an application for Redirect URLs, Scopes, Claims, SCIM and Assignments.
client_id = APPMURZ1MPSB1EER5
issuer = https://auth.example.com/auth
authorize_url = {issuer}/oauth2/authorize
token_url = {issuer}/oauth2/token
scopes = openid profile email
2.8.1 Connections — where are external connections managed?
What it is. The separate Connections area in the administrator rail for managing configured external connections.
Where. Administrator console → Connections. The JSP views expose a connection list and create/edit flows, with detail areas for credentials, access, firewall rules, usage and audit.
2.9 Automation
What it is. Rules and workflows that act without anyone pressing a button: assign a role on signup, start an approval, react to an event.
How. Rail → Automation. Build a workflow from steps, then attach it to a rule — a signup rule, a group rule or an event.
2.10 Vault — which stored values and signing keys are managed here?
Where. Administrator console → Vault. The rail contains four entries:
- Secrets — sensitive values stored for use by configured services. Treat saved secrets as credentials and follow the UI's masked/write-only behavior.
- Variables — non-secret values managed centrally rather than copied across configurations.
- OAuth2 Secret — OAuth2-related secret configuration.
- JWK Keys — JSON Web Key configuration for token-signing and verification use.
API Keys are a separate administrator-rail area, not a Vault submenu. See API Keys and permission-level support.
2.10.1 API Keys — how are API-key permissions and expiry configured?
Where. Administrator console → API Keys. This is a separate administrator-rail area from Vault.
| Control | What the JSP exposes |
|---|---|
| Name | A label to identify the key. |
| API Key Expiration | An expiry choice, including “Never Expires (Not Recommended)”. |
| Permissions | Permissions grouped by resource. Select all permissions for a resource or choose individual permissions. |
| Management | The list displays status, role, expiry, last-used information, permissions and firewall controls. Separate views show assigned permissions and manage network rules. |
Before creating a key, review the relevant resource permissions and enable API Key Support? only for actions intended to be callable with a key. A key's selected permission list should be the minimum set needed by its integration. Use an expiry, review last-used information and revoke keys that are no longer required.
2.11 Security — how do I restrict access by network and repeated failures?
| Page | What it does | Use when |
|---|---|---|
| Network Firewall | Allow or deny network ranges for the identity provider. | Restricting console or service access to approved networks. |
| Custom Rate Limit | Configure request-rate limits. | Constraining a caller or protecting endpoints from excessive requests. |
| Friction Locks | Review and manage account holds after repeated failures. | Investigating or tuning responses to repeated sign-in failures. |
- 1Allow and deny ranges in CIDR notation.
- 2Custom rate limits and friction locks are managed here; JWK Keys are under Vault.
2.12 Logs
What it is. Operational log views for errors, webhook deliveries and transactions. Where. Administrator console → Logs, then choose the relevant view: Errors, Webhook or Transaction. Use the filters and record details available on that page to investigate the event type you selected.
How. Rail → Logs, then filter by date, actor or outcome. Individual records link back to the person or application involved.
3. Help desk console — how do support agents manage users without admin rights?
What it is. A ticket queue for people who support users but should not configure identity. Two desks — IT Service Desk and Customer Support — each with Board, My Tickets and Categories.
Where. Dashboard ▾ → Help desk. Both desks appear in the rail; the one you are working in is open.
- 1IT Service Desk and Customer Support are separate queues.
- 2Filter by priority, assignee and status.
- 3SLA countdown per ticket; overdue items are flagged.
- Open Board and filter by priority, assignee or status.
- Open a ticket to read its subject, description, attachments and comment history.
- Add a comment, attach a file, or reassign it.
- Close the ticket when the customer confirms, or escalate by changing category.
4. Employee console
What it is. The self-service view for staff: discover resources, request access, track approval tasks, see applications and groups, find colleagues and raise support tickets. Where. Dashboard ▾ → Employee. The JSP views include the resource catalogue and access requests, approval tasks, People, Applications, My Groups and IT Service Desk. Available items depend on the account and enabled features.
Where. Dashboard ▾ → Employee.
- Self service — request access and track approvals.
- People — the staff directory.
- Applications — what the person can open.
- My Groups — membership, and groups they own.
- IT Service Desk — raise and follow tickets.
5. My account — what can every user change themselves?
Everyone has this, whatever their role. Dashboard ▾ → My account.
- 1Profile, credentials, communication methods, sessions, keys and support.
- 2Personal API keys are managed from the account area; review their selected permissions and expiry before sharing them with an integration.
| Page | What you can do |
|---|---|
| Profile | Name, contact details, and the attributes others see. |
| Credentials | Add, change or remove sign-in methods; set up recovery. |
| Communication methods | Where codes and notices are sent, and which are confirmed. |
| Sessions | Where you are signed in now; end a session you do not recognise. |
| Personal API keys | Keys that act as you, with the permissions you choose. |
| Customer support | Raise a ticket and follow it. |
| Deactivate | Close your account; an administrator can restore it later. |
6. Appearance & theming
The console follows your system light or dark setting, and the switch in the top bar overrides it. Three states, and your choice is remembered on that browser.
- Sun — always light.
- Moon — always dark.
- Monitor — follow the system, and change live when it does.
7. Troubleshooting
Someone cannot sign in ▾
- Open the person and check Account state — locked, deactivated or invited but never completed?
- Check Credentials: do they hold a method that is allowed for sign-in?
- Check Security → Friction locks for a hold after repeated failures.
- Check Security → Firewall and any role firewall for an address rule.
- Read Logs for the attempt itself; the reason is recorded there.
An application rejects the sign-in ▾
- Compare the redirect URL character for character.
- Confirm the scopes the app asks for are on its Scopes tab.
- Check Assignments — the person may simply not be assigned the app.
A role change had no effect ▾
Tokens already issued keep their old claims. Ask the person to sign out and in again, or end the session from their Session tab.
Still stuck?
Raise a ticket from My account → Customer support and include the time, the person's ID and what you expected to happen.
Related reading
Get new guides as they land
One short email when we publish something worth your time. Product notes, migration guides and the occasional post-mortem. No marketing.
Thanks — check your inbox to confirm.
