You can define the access details for the User under the ACCESS tab. Provide the login details for the User and also assign Role Templates to the User. Based on the Role Templates assigned to the User, User has access to the specific menus and submenus, Tenants, Customers, and Locations. For more information about Role Templates, see Configuring Role Templates.
The access can be provided based on the Login Type i.e. NT Login ID or Form Login. To know more about the field description of these Login Types, click the respective Login Type:
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| title | Login Type: NT Login ID |
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Figure: ACCESS tab (Login Type - NT Login ID)
The following table describes the fields under the ACCESS tab of the NEW USER page if the Login Type is selected as NT Login ID. Fields | Description |
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LOGIN DETAILS | Login Type | Select the login type of the User. - NT Login: If selected, the Windows login credentials are considered for application login. The User need not specify the login credentials to log into the application.
| NT Login ID | Type in the NT login ID of the User to log in. | LINK ROLE TEMPLATES TO USERS | Assign Role Templates to the User by clicking the Select check box next to the Role Template name. Based on this mapping, the User is able to view the module menu options, drop-down list options, and edit the page details. | INCIDENT MANAGEMENT | Enable View Other Users’ Incidents Check Box | If selected, the View Other Users’ Incidents check box is enabled on the FILTERS pop-up of the MY INCIDENT LIST page. In addition to the own incidents, the user can view the incidents logged by other users who are mapped to the same customer(s) to which the user is mapped. | | Customer | Select the customer(s) from the list. The user can view the list of incidents logged by other users who are mapped to the customer(s) selected in this field. | | Location | Type in and select the location(s). The user can view the list of incidents logged by other users who are mapped to the location(s) selected in this field. | | Allow Edit | If selected, the user can cancel, escalate, and update the Additional Information section of the Incidents logged by other users who are mapped to the above selected Customer and Location. If this checkbox is not selected, the user can only view the incidents that are logged by other users. | CMDB | Is User Configuration Manager | Select the check box to configure the user as configuration manager. | PROJECT MANAGEMENT | User Access Level | Select the user access level from the list: - General User
- Project Manager
- Super Administrator
- Workgroup Administrator
| Department | Lists the configured Department. Select the appropriate department for the User. | Cost Centre | Lists the configured Cost Centres. Select the appropriate Cost Centre for the User. | PROCUREMENT | Procurement | Select the user access level for the procurement module from the list: | Entity Access | Select the entities that you want to configure for the user. | | PASSWORD MANAGEMENT | | Keyword Access | Select the keyword from the list. | ASSET MANAGEMENT | Asset Management Update/Edit Access | Select the Role Template from the drop-down list for which you want to provide the Update/Edit access to the User. |
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| title | Login Type: Form Login |
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Figure: ACCESS tab (Login Type - Form Login)
The following table describes the fields under the ACCESS tab of the NEW USER page if the Login Type is selected as Form Login. Fields | Description |
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LOGIN DETAILS | Login Type | Select the login type of the User. - Form Login: If selected, the User must enter the configured User Credentials for logging into the application.
| Login ID | Type in the Login ID of the User for Form Login. | Password | Type in the password of your choice. | Re-enter Password | Re enter the password. | | Send Password Change Notification | If selected, the user is notified whenever the user's password is changed. | User must change password at next login | If selected, the user will be prompted to change his password,after logging in to the application. | Is Account Locked | If deselected, the user's account will be unlocked. | | Account Never Expires | If selected, the password of this account never expires. Also, if this check box is selected, the Password Policy configuration done on the DOMAIN page becomes inactive. | LINK ROLE TEMPLATES TO USERS | Assign Role Templates to the User by clicking the Select check box next to the Role Template name. Based on this mapping, the User is able to view the module menu options, drop-down list options, and edit the page details. | | INCIDENT MANAGEMENT | | Enable View Other Users’ Incidents Check Box | If selected, the View Other Users’ Incidents check box is enabled on the FILTERS pop-up of the MY INCIDENT LIST page. In addition to the own incidents, the user can view the incidents logged by other users who are mapped to the same customer(s) to which the user is mapped. | | Customer | Select the customer(s) from the list. The user can view the list of incidents logged by other users who are mapped to the customer(s) selected in this field. | | Location | Type in and select the location(s). The user can view the list of incidents logged by other users who are mapped to the location(s) selected in this field. | | Allow Edit | If selected, the user can cancel, escalate, and update the Additional Information section of the Incidents logged by other users who are mapped to the above selected Customer and Location.
If this checkbox is not selected, the user can only view the incidents that are logged by other users.
| CMDB | Is User Configuration Manager | Select the check box to configure the user as configuration manager. | PROJECT MANAGEMENT | User Access Level | Select the user access level from the list: - General User
- Super Administrator
| Department | Lists the configured Departments. Select the appropriate department for the User. | Cost Centre | Lists the configured Cost Centres. Select the appropriate Cost Centre for the User. | Customer for Super Admin Access | Select the Customers to whom you want to provide Super Administrator's access. To select more than one Customer, hold the Ctrl key and select the Customers. | PROCUREMENT | Procurement | Select the user access level for the procurement module from the list: | Entity Access | Select the entities that you want to configure for the user. | ASSET MANAGEMENT | Asset Management Update/Edit Access | Select the Role Template from the drop-down list for which you want to provide the Update/Edit access to the User. |
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Figure: ACCESS tab (Login Type - API Key)
The following table describes the fields under the ACCESS tab of the NEW USER page if the Login Type is selected as API Key. Fields | Description |
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LOGIN DETAILS | Login Type | Select the login type of the User as API Key. If API Key is selected, the API key of the entered Domain is picked up by the Application by default. | API Key | By default, the field displays the Domain API Key. | API Key Expiry | Specify a future date. | LINK ROLE TEMPLATES TO USERS | Assign Role Templates to the User by clicking the Select check box next to the Role Template name. Based on this mapping, the User is able to view the module menu options, drop-down list options, and edit the page details. | | INCIDENT MANAGEMENT | | Enable View Other Users’ Incidents Check Box | If selected, the View Other Users’ Incidents check box is enabled on the FILTERS pop-up of the MY INCIDENT LIST page. In addition to the own incidents, the user can view the incidents logged by other users who are mapped to the same customer(s) to which the user is mapped. | | Customer | Select the customer(s) from the list. The user can view the list of incidents logged by other users who are mapped to the customer(s) selected in this field. | | Location | Type in and select the location(s). The user can view the list of incidents logged by other users who are mapped to the location(s) selected in this field. | | Allow Edit | If selected, the user can cancel, escalate, and update the Additional Information section of the Incidents logged by other users who are mapped to the above selected Customer and Location.
If this checkbox is not selected, the user can only view the incidents that are logged by other users.
| CMDB | Is User Configuration Manager | Select the check box to configure the user as configuration manager. | PASSWORD MANAGEMENT | Keyword Access | Select the Keyword Access from the list: - All
- Action
- Command
- Master Reaction
- Master Unlock
| ASSET MANAGEMENT | Asset Management Update/Edit Access | Select the Role Template from the drop-down list for which you want to provide the Update/Edit access to the User. |
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