Users
o[Password settings] - Password strength
o[Application settings] - Bizview messaging service
o[Organizations] - Organization
o[Single sign on]- Configure SSO (Single Sign On)
o[User attributes] - Configure attributes
o[Jobs] - Configure jobs
oObject values] - Assign object value access
All employees that have access to the Bizview application must be defined as a user in Bizview.
This topic contains the following sections:
Access this feature by selecting System > Users & Groups > Users:
The Users page displays, as shown below:
Adding a new user
To add a new user, select the Add button on the ribbon.
A Create New User dialog displays, as below:
Below is a list of user field and descriptions:
Field |
Description |
Example |
Note |
|---|---|---|---|
Username * |
This field displays the user's login name, which must be unique. |
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Full Name * |
This is the name that will appear in dialogs and represent the logged-in user. |
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E-mail * |
E-mail address |
This e-mail address is used in automatic e-mails between system users. |
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Domain Name |
The Windows NT login name (including domain) Specify Domain name if Windows Authentication should be used. |
DEMO\demouser |
Needs to be exactly the same as the user Windows NT login name. See Additional Information. |
Password * |
User password |
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Default Client * |
A default client need to be linked with the user. |
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Role Member * |
Role(s) the user should be a member of. |
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Organization Member |
Organization(s) the user should be a member of. |
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Access to ALL Templates |
To grant access to all templates, select the "ON" option. |
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Access to ALL Clients |
To grant access to all clients, simply select the "ON" option. |
* mandatory
Grant Access to Users
All users need some access permissions to be able to use Bizview in a meaningful way. The minimum permissions are accessible to a client and a template. These access settings are done in the different tabs from the User settings.
- Clients: Select which clients the User should have access to (be able to login to).
- Roles: Select which roles the User should have within the system.
- Organizations: Select which organizations the User should be associated with.
- Reports: Select which reports the User should have access to.
- Forms: Select which forms the User should have access to.
- Dashboards: Select which dashboards the User should have access to.
- Analytics: Select which analytics the User should have access to.
- Jobs: Select which jobs the User should have access to.
- Object Values: Select which object values the User should have access to.
- Versions: Select which planning versions the User should have access to.
Additional Information
Active/Inactive: A user can never be removed (deleted) from Bizview, however, to avoid the named user taking up a license, the user can be set to Inactive.
Password: The password strength that is required can be set in System administration > System options > Application settings > System.
Temp password: Select the distribution method for informing the user of the new password. If e-mail, use the 'E-mail Login info' button in the bottom. The service Bizview messaging Service needs to be installed on the Bizview application server.
Domain name: If used, and the application is connected to Active Directory (AD) to use Single Sign On, the user domain name is validated against the AD and logged on automatically, without having to type the user credentials at the login page.
Usage
USER is used "everywhere" in Bizview. It's a central concept and all data, authorizations, access, and other settings are affected by the User.
To use the logged on USER in different settings, parameters, template formulas etc you can type $USER and Bizview will replace that with the logged on User.