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user-admin.rst
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User Administration

  • User Groups
  • Users
../images/user-mgmt.png

Create A User Group

  1. Select :menuselection:`Admin --> Create Group`
  2. Set the :guilabel:`Group Name` and :guilabel:`Description`
  3. Click :guilabel:`Add Group`

Add/Remove Users From Group

  1. Select :menuselection:`Admin --> Groups --> Settings`
  2. From the :guilabel:`User List` pane, add or remove users.

Create/Edit A User

  1. Select :menuselection:`Admin --> Create User`

  2. Set the following user details:

    • :guilabel:`Username`
    • :guilabel:`Password`
    • :guilabel:`Email Address`
  3. Click :guilabel:`Add Group`

Setting Permissions

Permissions are set for User Groups and Users on a per application basis. To set their permissions to each one, use the following steps:

  1. Select :menuselection:`Admin --> List Applications`

  2. Click the :guilabel:`Settings` button beside the application of your choice.

  3. From the :guilabel:`Permissions` panel, give the User Group or User access to the application, and set their level of access from the following options:

    • :guilabel:`View`
    • :guilabel:`Update Reports`
  4. Click :guilabel:`Give permission`