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The Users list is an automatically generated by the system list used to keep all detailed information about users containing personal data, employee account , and login settings required for authentication. It allows setting up relations with other users, groups of users, and  provides to register data about SimpleOne users activity in your system.

The system automatically generates a record in the Users table, when the SimpleOne administrators add a new Employee to the list.

Create a

new

system user

Within the Users list, SimpleOne administrators can create, edit, and delete records. 

panel
Notetip

Role required: admin.

title

To create a new user, follow the steps below:

  1. Navigate to User Administration → Users.
  2. Click New and fill in the form fields.
  3. Click Save or Save and Exit to apply
the
  1. changes.

The User form

fields

description

Field

Mandatory

Description

Login
User ID
YA unique user login identifier.
Display First Name
First Name
A name displayed in the system.
Y
User's
full
first name.
Last NameYUser's last name.
EmployeeAssign an appropriate employee record from the Employees list.Primary GroupAssign user's group clicking on the magnifier icon and selecting one from the list appeared.Password hash
PasswordN

Assign user's login password with further opportunity to change it if needed.

Password needs resetSet this checkbox active if password needs to be changed by the user on the first login.

See the Resetting a Password article to learn about the process from the end-user point of view.

See the Password resetting configuration article to set up the process you need.

EmailYA user's email address. This attribute value should be unique within the system.
ActiveN
Active
Set this checkbox on to make the user active. The active state allows users to work with all the features of the SimpleOne system.
LDAP ServerNSpecify the LDAP server used for storing the users accounts.
Locked
out
OutNSet this checkbox active to assign this user as a non-interactive
user.EmailA user's email address.Related listsUser Group
user.
PhotoN

Use this field to assign a photo to the user's record.

Click the clip iconImage Added to open the Upload document form. Drag-and-drop files or load them from your device.

TimezoneY

Specify a preferable timezone selecting it from the list.

Tip

User can specify a preferable timezone later through the General Preferences menu.


LanguageN

Specify a preferable language from the list.

Tip

User can specify a preferable language later through the General Preferences menu.


Date FormatN

Specify a preferable date format for this user.

Tip

User can specify a preferable date format later through the General Preferences menu.


Primary GroupNAssign user's group clicking on the magnifier icon and selecting one from the list appeared.
Password needs resetNSet this checkbox active if the password needs to be changed by the user on the first login.
Related Lists
User GroupNAll the groups that a user is assigned to.
User RoleNAll user's roles that are specified by the administrator.
EmployeeNThe tab contains
a
related
record
employee records from the Employee list.
AttachmentThis tab contains all user's tokens.
 

Configure username properties

You can use the simple.username.pattern property to define a pattern for username validation. 

  1. Navigate to System Properties → All Properties.
  2. Find the simple.username.pattern property using the list search boxes and open it.
  3. In the Value field, specify all necessary symbols that will be available for creating usernames.
  4. Click Save or Save and Exit

The simple.login.username.sensitivity.enabled property allows or forbids creating similar usernames with case-sensitivity.

To configure these properties, please follow the steps below:

  1. Navigate to System Properties → All Properties.
  2. Find the simple.login.username.sensitivity.enabled property using the list search boxes and open it.
  3. In the Value field, set true to allow creating similar usernames or false to forbid it.
  4. Click Save or Save and Exit

Specify a user role

A role granted to a user determines the level of access to the SimpleOne system features. BasicallyGenerally, a user inherites inherits a role from the group assigned. Learn more about how to assign a user to specifying a group role. 

You can also assign a role to a user directly.

title
Notetip
Panel

Role required:

admin or 

 security_admin

(in case you want to grant the security_admin rights to a user)

.

Assign a role to a user

To assign a role to a user, follow the steps below:

  1. Open the user's record form.
  2. In the Role related list, click Edit.
  3. In the
heap select
  1. heapselect form, select the roles from the list of available ones.

  2. Click Save or Save

to

  1. and Exit to apply

the

  1. changes

and leave the form

  1. .

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