Users

Overview

To open the Users item, in the left menu:

1. Select the Settings section
2. Choose the Users item
3. See users

Use and Functionality

The Users functional menu allows to:

• Enter the login or characters in the login
• Enter the user name or characters in the name
• Select the role assigned to the user from the drop-down list
• Click the Search button to start filtering
• Click the Reset button to clear the filters

Once selected and filtered, see the list of users in the table below. It contains:

• User's account login (with LDAP tag in case the selected user was fetched to the system from LDAP)
• User's full name
• Role assigned to the user
• Toggle to enable (green) or disable (grey) the user access to the system
• Toolbox comprises:
  • Edit User tool
  • Delete User tool

LDAP

To set the LDAP parameters:

1. Click the LDAP button to open the drop-down menu
2. Select the LDAP Settings button

In the LDAP Settings pop-up window:

• Fill in the required fields:
  • LDAP Server URL
  • Administrator's Distinguished Name (DN) or Common Name (CN)
  • Administrator's Password
  • Search Base components
  • Search Filter (optional parameter)
  • Search Timeout (in seconds)
• Click the Save button to apply settings

To import users from LDAP:

1. Click the LDAP button to open the drop-down menu
2. Select the Fetch Users from LDAP button

In the Fetch Users from LDAP pop-up window:

• Check the boxes next to the required users
• Select the role for new users from the drop-down list
• Click the Save button to confirm the intention

Create User

To create a new user, select the Create User button. In the Create User pop-up window:

1. Fill in the required fields in the General Information block:
   • Enter the user's email address in the Login field
   • Enter the user's full name
   • Select the interface language from the drop-down list
   • Enter the password for the new user's account and confirm it
   • Select the role (set of access rights) for the user from the drop-down list
   • Select the client to which the new user belongs from the drop-down list
2. Configure the parameters in the Custom Settings block: 
   • Select the date, time, temperature, and metric formats from the drop-down lists 
   • Select the first day of the week (Monday or Sunday) from the drop-down list
3. Click the Save button to confirm the intention

Edit User

To edit the parameters of the selected user, click the Edit icon on the toolbox:

To view editing user parameters, except for Login editing, read Create User.

Delete User

To delete the required user:

1. Select the Delete icon on the toolbox
2. Confirm the intention

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