4.4 Managing User Accounts

Managing user accounts involves the following:

  • Creating users

  • Editing user settings including passwords

  • Deactivating and activating users

  • Deleting users

Administrators can create users for their entity in the corporate hierarchy. The Dashboard also has functionality to allow users to create their own accounts (such as self-service account creation).

User accounts created in the Dashboard are automatically added to the Operations Center server and assigned to the users group. The user account is restricted to accessing only to the Operations Center Dashboard.

If there are specific e‑mail addresses and/or user IDs that should not be used, identify them as reserved. These options can be found on the Control Panel under Settings > Reserved Credentials.

NOTE:When you create or delete users or alter user settings, the action applies to user accounts in the Operations Center server. Deactivating and activating users impacts the user account only in the Dashboard and has no impact on the user account in Operations Center.

4.4.1 Default Associations for User Accounts

It is possible to select a default user group, sites, and roles for all new users that are created in the dashboard.

To automatically assign all new users to one or more user groups, sites, or roles:

  1. From the Control Panel, under Configuration, select Portal Settings.

  2. On the right, select Users.

  3. Select Default User Associations.

    Automatically assign new users to one or more user groups, sites, or roles. In the applicable fields, enter one or more names, one per line.

  4. Click Save.

4.4.2 Creating User Accounts

Administrators can create and edit accounts for users through the Control Panel. By default, all new users are automatically active. Note that most users won’t be able to perform most of the operations or have access to the Control Panel. Only those with administrative can perform all of the functions.

Adding a User

To add a new user:

  1. From the Control Panel, under Users, select Users and Organizations.

  2. Click Add and select User.

  3. Specify user details in the fields provided.

    First name, last name, e‑mail address, and screen name are required.

  4. Click Organizations to select any organizations and/or locations for the user.

  5. Click Save.

    When the user ID is created, a password is automatically generated and an e-mail message with the password in it is sent to the user if the SMTP mail server connection was setup properly.

  6. If you have not yet set up your mail server, click Password to change the default password for the user ID to something you can remember and send to the user.

    Click Save after making changes.

  7. Click Roles to assign administrative rights to the user if necessary. By default, all users are also assigned the Power User role. You can give this role certain permissions if you wish or disable it altogether.

    Click Select to select any additional roles for the user.

    Click Save after making changes.

NOTE:When a new user is added, the same user account is added to the Operations Center server and is automatically given access to the Operations Center Dashboard and placed in the user’s group.

Configuring User Accounts

To configure a user account:

  1. From the Control Panel, under Users, select Users and Organizations.

  2. Click Actions next to the user and select from the options to update and configure the user account.

    • Edit: Modify the user account.

    • Permissions: Define which Roles have permissions to edit theuser.

    • Impersonate User: Browse the site as though you were the user in a new browser window.

    • Deactivate: Deactivate the user account.

  3. Click Save.

Searching for Users

When you have a long list of users, you can search for a specific user.

To search for a user:

  1. From the Control Panel, under Users, select Users and Organizations.

  2. Enter search criteria in the Search field.

    Click Advanced to define additional search criteria.

  3. Click Search to find any users matching the criteria.

4.4.3 Activating, Deactivating, and Deleting Accounts

Using the Control Panel, you can deactivate accounts, which prevents a user from logging in to the Dashboard. You can also restore the account so it is active. These actions do not affect the user account in the Operations Center server.

After an account has been deactivated, you can permanently delete it. A user account deleted in the Dashboard is also deleted in the Operations Center server.

To activate, deactivate or delete a user account:

  1. From the Control Panel, under Users, select Users and Organizations.

  2. Do any of the following:

    • To deactivate a user account, click Actions and select Deactivate next to the user’s name.

    • To restore a user account that has been deactivated, click No for the Active drop-down list in advanced search options, then click Search to view all deactivated users.

      Click Actions and select Activate.

    • To delete a user account, first deactivate the account, then in the user list for accounts that are not active, click Actions and select Delete.