Setting up System Users

• Users
• Groups
• Roles
• Assigning Permissions

NEWS & TIPS

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Users

Each person using the system should have his/her own user account. Users are managed in the Administration area.

To create a new user:

1. Go to the Administration area and click the Users, Groups, & Roles tab on the left navigation bar.
2. Click Create New User.
3. On the General tab:
   
   • Username - The name the user will be known by in the system.
   • Full Name - The full name of the user (optional)
   • Email - The email to which messages and notifications will be sent.
   • Authentication - Determines whether Normal (password) or Custom (single sign-on solution via a custom plugin) authentication is required for this user.
   • Password - User passwords must be 4-16 alphanumeric characters in length.
   • Enabled - This allows you to activate and deactivate the user without deleting the account.
   • Groups - Select the group(s) to which the user should belong. Assigning multiple groups to each user is an easy way to customize the permissions options for each user.
   • Default Group - Assigning a default group allows the administrator to assign this user a default folder and dashboard settings that are customized at the group level.
   • Role - Select the desired explicit role of the user. The user's actual role is determined by the highest overall role when taking into account the user's explicit role AND the roles of the groups the user belongs to.
4. Click Submit to save your new user.

Users can be viewed, edited, or deleted by clicking on the username in the Administration area and selecting the appropriate choices.

In addition, all user activity may be monitored by clicking on the username in the Administration area and selecting Workflows or User Audit Trail.

Videos

• Roles in Cascade Server

See Also

• User
• User ID
• Audit Trail

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