The Users list is used to keep all detailed information about users containing personal data, 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.
Create a new user
Within Users list, SimpleOne administrators can create, edit and delete records.
Role required: admin. |
To create a new user, follow the steps below:
- Navigate to User Administration → Users.
- Click New and fill in the form fields.
- Click Save to apply the changes.
The User form fields
Field | Description |
|---|---|
| User ID | A unique user login identifier. |
| Display Name | A name displayed in the system. |
| First Name | User's full first name. |
| Last Name | User's last name. |
| Password hash | Assign user's login password with further opportunity to change it if needed. |
| A user's email address. | |
| 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 |
| Employee | Assign an appropriate employee record from the Employees list. |
| Ldap server | Specify the LDAP server used fro storing the users accounts. |
| Locked out | Set this checkbox active to assign this user as a non-interactive user. |
| Created by | A field containg the reference to the user created the current record. |
| Updated by | A field containg the reference to the user updated the current record. |
| Photo | Use this field to assign a photo to the user's record. Click the clip icon |
| Timezone | Specify the user's timezone selecting it from the list. |
| Years | |
| Employee | |
| Primary Group | Assign user's group clicking on the magnifier icon and selecting one from the list appeared. |
| Password needs reset | Set this checkbox active if password needs to be changed by the user on the first login. |
| Related lists | |
| User Group | All the groups that a user is assigned to. |
| User Role | All user's roles that are specified by the administrator. |
| Employee | The tab contains related employee records from the Employee list. |
| Attachment | This tab contains files attached to the record. |
to opne the Upload document from. Drag-and-drop files or load them from your device.Specify a user role
A role granted to a user determines the level of access to the SimpleOne system features. Basically, a user inherites a role from the group assigned. Learn more about how to specify a group role. You can also assign a role to a user directly.
Role required: admin or security_admin (in case you want to grant the security_admin rights to a user). |
To assign a role to a user, follow the steps below:
- Open the user's record form.
- In the Role related list, click Edit.
- In the heap select form, select the roles from the list of available ones.
Click Save to apply the changes and leave the form.
