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Features

Managing Self-Service Users

Invite, promote, and revoke delegated administrators on a managed Endpoint Identity Group. Two roles, enrollment via email or SAML, per-group scope throughout.

Self-Service Users are the delegated administrators of Endpoint Manager — the people who actually add, update, and remove endpoints in a managed group from the Self-Service portal. This page covers the admin-side workflow for inviting, promoting, and revoking them.

For what a Self-Service User sees and does, see Self-Service portal.

Every member of a managed group has User (default) at a minimum. On top of that they may additionally hold Group Administrator.

Role labelScopeAuthority
User (default)One group.View/Add/Update/Remove devices in this Endpoint Identity Group.
Group AdministratorOne group.View/Add/Update/Remove Self-Service users for this group.

Both labels are what the dialog shows verbatim. The authorities are copied verbatim from the Self-Service portal’s own help text, so admin and delegated-user sides use the same wording.

Scope is always one group. The same person can be a Group Administrator on IP_Phones and a default user on Digital_Signage; those are two separate Self-Service User records.

Open the group’s Self-Service Users tab.

  1. Click Add Self-Service User

    Opens the Add Self-Service User (<group>) dialog.

  2. Enter the Email address

    This becomes the invitee’s sign-in identity — either for the email link they receive, or (if your Organization uses SAML for Self-Service authentication) for the SAML assertion matching.

  3. Pick the permissions

    User (default) is checked and disabled — it’s always on. Tick Group Administrator as well if this person should be able to manage other Self-Service Users on the group.

  4. Choose whether to send an email invitation

    Send email invite? is checked by default. Leave it on for typical invites. Uncheck it if the user will sign in via SAML — they don’t need the email.

  5. Click Add Self-Service User

    The row appears in the Users table.

Add Self-Service User dialog for IP_Phones with Email address field, User (default) pre-checked and disabled, Group Administrator checkbox, Send email invite? checkbox
Add Self-Service User — User (default) always on, Group Administrator optional.

The table on the Self-Service Users tab has four columns:

  • User — the email address they sign in with. Sortable. Click to open the user detail page.
  • Self-Service Permissions — badges for the roles they hold (User (default) always; Group Administrator if promoted).
  • Added by — either the Organization admin who added them manually, or a Self-Service Enrollment badge if they joined via SAML auto-enrollment on first login.
  • Action — per-row menu:
    • Resend Invitation — only relevant for manually-added users who haven’t yet signed in.
    • Modify User — promote / demote, change scope.
    • Remove <email> — revoke from this group.
Self-Service Users tab listing two users, one with User (default) and Group Administrator pills, one with User (default) only
Two Self-Service Users on IP_Phones — one Group Administrator, one default.

Self-Service Enrollment — auto-provision via SAML

Section titled “Self-Service Enrollment — auto-provision via SAML”

If your Organization has a SAML Identity Provider configured for Self-Service authentication (Organization SAML authentication), you can turn on Self-Service Enrollment per group. When enabled, any user who signs in to the Self-Service portal with a valid SAML assertion and matches the group’s enrollment rules is automatically added as a Self-Service User on that group on first login.

Auto-enrolled users receive whatever default role the group’s Self-Service Enrollment is configured for. User (default) is always granted; in addition, the admin can make Group Administrator a default enrollment role, in which case auto-enrolled users land with that role too. They get a Self-Service Enrollment badge in the Added-by column so you can tell them apart from manually-invited users. If a user only holds User (default) and later needs the Group Administrator role, promote them via Modify User.

Toggle Enable Self-Service enrollment on the Self-Service Users tab, choose the default roles for enrolling users, and save.

From the row menu, pick Modify User. You can:

  • Promote a User (default) to also hold Group Administrator.
  • Demote a Group Administrator back to User (default) only (you can’t remove the default role — that’s built in).

There’s no way to change the email address of a Self-Service User; they are identified by email. Use remove-and-re-invite if someone’s email has changed.

From the row menu, pick Remove <email>. A confirmation dialog names the user and the group, and warns:

You are about to remove the user <email> from the group <group>. This action will not impact any devices previously added by this user.

Confirm to revoke the user. Their Self-Service session on this group is terminated at the next request; if they were a Group Administrator, the Group Users card disappears from their portal view immediately.

Endpoints the user added are unaffected — Cisco ISE still holds them, the group still owns them, and the Added by field on each endpoint still records who added it. The endpoint- level history is preserved even after the person leaves.

Don’t confuse two roles that sound similar but live in different places:

  • Organization Administrators (under Administration → Administrators in the Context, and at the Organization level) are the people who operate the Admin Dashboard — configure the Context, approve Managed Attributes, define groups, review audits. See Organization Administrators.
  • Self-Service Users (this page) are the delegated administrators who operate the Self-Service portal for one group.

They’re different accounts and different permission models. A person can be both — there’s nothing stopping you being an Organization admin and a Self-Service User on a group at the same time — but the two sign-in paths are independent.

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