User administration
Administration of users and roles > User administration
A user account allows a physical user to authenticate to the application. The account is identified by a username, and contains detailed information of the user.
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User accounts are server-wide in scope, and a user account can be a member of an unlimited number of applications. For this reason, before creating a new user account, make sure that the physical user does not already have an account on the same server, in the Application users form. If so, simply add the existing account to the application in question. For security reasons, a user account should never be used by more than one physical person. |
The following actions can be performed with the User administration form:
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Show or hide the colums you wish by clicking the |
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Filters and sorting may be applied per column. Multi-level sorting: You can sort more than one column, keeping a specific order, e.g. sort by column "A", then by column "B", and so on. For that, after sorting the first column, hit and hold Shift on your keyboard, and then click on the second column you wish to sort (one click for ascending, two clicks for descending), and then the third column, etc. Note that the order will be indicated by a number together with the sorting arrow icon. |
Create a user account
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Before proceeding with the creation of users, decide the Expandable text. |
Open the User administration form, in Administration in the navigation menu. Click on Create new user, and enter at least Username, First name, Surname and E-mail address.
Other fields are optional, and some of them can be filled in or overriden by the user at a later stage in the User settings form.
The following columns have special remarks:
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Password: For security reasons, the functionality for an administrator to generate or change a password for a user is no longer available. From now on, the user can only get a new password by using the Forgot password link in the login page.
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Membership locked: It is automatically set in case the user has enter the password too many times in sequence (subjected to the password policy) when attempting to log in any application; however, if manually set, can be used by the administrator to pause the membership of that user for that application only. To do it at a server level (i.e., all applications at once), untick the Active column instead.
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Membership expires: If provided, the access to the application will be denied for the selected user after this date.
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Password policy: This is the way the system regulates the authentication of users in order to access the application. The preset password policy for new applications is the Server Default, however the application administrator can select another policy (if available) or can request to the IS Tools support team to define a different policy that suits in a better way the needs of the application. The password policy can also be applied in the Application preferences form.
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Phone number: This number must be entered if the Password policy previously chosen requires a "Password + SMS" authentication type (defined at server level). A mobile number is also needed if text messages (SMS) are wished to be sent via rule actions (for when the user is added as recipient). Once saved, an international format is automatically applied to the number typed into this field, depending on the selected Country; e.g., for Sweden, the number 0706988621 changes to +46 70 6988621 after saving. If no Country is selected, then the international format must be manually typed.
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Start form*: Select a form that will be automatically displayed for the selected user once logged in on desktop mode. If no start form is defined, an empty browser pane will be displayed next to the IS Tools navigation menu.
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Mobile start form*: Same as above, but for mobile mode. In this case, note that only application forms can be selected, i.e., no system forms are available in this drop-down field.
*Note that these settings are also available in User settings and Applications preferences forms.
Finally, click Save.
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If you already have a list of users that you wish to export to IS Tools, use the Import file button. Simply map the columns of your Excel file with the columns of this form, check the preview, and click Add. Save this action. |
Assign roles to a user
To assign roles, select one or multiple usernames. Click the Assign roles button, select the roles you need, and then Save.
Edit a user account
Just double-click the cell you need to edit, make the necessary changes and click Save.
These changes will take effect the next time the user logs on, and the user will be able to see this information updated in his/her own menu with the User settings form.
To change a password, ask the user to do it himself/herself in the User settings form.
Click on the More actions button to activate or deactivate the selected user (alternatively, use the Active column for this), or to unlock the membership, generate an API key, remove the user from the application or delete the account.
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Inactivating a user account that is connected to other applications, will automatically lock out this account for all those applications. |