Managing Permissions
This section provides additional information for managing user accounts and role permissions.
Login Settings
You can specify login settings for each DashBoard client in your facility such as timeout times, default data source that users log in to, and what log in data the client retains.
To configure the login settings for a DashBoard client:
1.
2.
3.
Select Login Settings.
4.
Remember nothing — Select this option to have the DashBoard client not retain any log in data from the last account that signed into the client.
Remember last user ID — Select this option to have the DashBoard client recall the last user account ID only. The User ID field of the Login to DashBoard dialog is automatically populated with the last user account ID logged into the client. However, the user will still need to enter their password.This is the default.
Sign me in automatically — Select this option to have the DashBoard client automatically sign in the account currently logged in to the client. This option is only available when running Microsoft® Windows® or Apple Mac® OS X.
5.
If you have more than one DashBoard Server and URM running in your facility, specify a server for the DashBoard client to access by selecting it from the Data Source field.
6.
Click the Timeout menu to expand the list.
Select a time frame from the list. Selecting Unlimited enables a user account to remain logged into the DashBoard client for an indefinite period of time.The default is 20 minutes.
Operating Tip — The Current User field in the DashBoard client displays a green background. This background represents the amount of time left before the user is automatically logged out. If the timeout value is set to Unlimited, the Current User field does not display a green background.
7.
Click Apply to save your changes. Clicking Restore Defaults returns all values in Login Settings menu to reset to the factory default values.
8.
Click OK to exit the dialog.
Copying Permissions
Permissions can be copied from a user account or role to another account or role. For example, you can copy permissions from one user account to another user account or to a role. Keep in mind that if any role that a user is a member of has the permissions to perform a task, that user also has the permissions to perform that task.
Export button — Clicking this button displays a dialog that enables you to select the users and roles to copy the permissions from the selected role or user. For example, you wish to update Role A to have the same rights as Role B. You would then select Role A, click Export, and select the Role B from the provided list.
Import button — Clicking this button displays a dialog that enables you to select the users and roles to copy the permissions to the selected role or user. For example, you wish to grant User 1 with the same rights as User 2. You would then select User 2, click Import, and select User 1 from the provided list.
To export permissions from an account:
1.
Display the User tab in the Configure User Rights dialog.
2.
3.
Click Export to display the Export Permissions dialog.
Export Permission Dialog
4.
5.
Skip — Select this option to have the DashBoard URM to ignore any existing settings. These settings will not be modified. This is the default.
Overwrite — Select this option to have the DashBoard URM update the existing settings with the new settings.
Delete — Select this option to delete all existing settings for the user account and copy the new permissions.
6.
Click Copy. The Permissions Copied dialog displays once the parameters are copied.
7.
Click OK to exit the dialog.
8.
Click Apply to save your settings.
To import permissions to an account:
1.
Display the User tab in the Configure User Rights dialog.
2.
3.
Click Import to display the Import Permissions dialog.
Import Permissions Dialog
4.
5.
Skip — Select this option to have the DashBoard URM to ignore any existing settings. These settings will not be modified. This is the default.
Overwrite — Select this option to have the DashBoard URM update the existing settings with the new settings.
Delete — Select this option to delete all existing settings for the user account and copy the new permissions.
6.
Click Copy. The Permissions Copied dialog displays once the parameters are copied.
7.
Click OK to exit the dialog.
8.
Click Apply to save your settings.
Deleting User Roles and Accounts
You can delete a user account or role from the DashBoard Server and URM. Note that deleting a role that a user is assigned to removes the associate permissions for that role; permissions revert back to the user account settings. Note that deleting a role does not delete the users assigned to that role.
To delete a role:
1.
Display the User tab in the Configure User Rights dialog.
2.
3.
Select Delete role to delete the role from the DashBoard Server and URM. Any users assigned to that role no longer have the permissions that were defined by that role.
To delete a user account:
1.
Display the User tab in the Configure User Rights dialog.
2.
3.
Select Delete user account to delete the user account from the DashBoard Server and URM. Any roles or devices that the user was assigned to no longer recognize this account. The account can no longer log in to the DashBoard client.
Disabling User Roles and Accounts
Disabling roles and accounts is used when your DashBoard Server is non-compliant with the number of accounts as determined by your license key. A user or role that is disabled still displays in the tree view of the Configure User Rights dialog, but with a grayed out icon.
Operating Tip — To enable an account or role, right-click the applicable icon in the Users tab and select Allow custom permissions.
To disable a role:
1.
Display the User tab in the Configure User Rights dialog.
2.
3.
Select Remove and disable custom permissions to remove the user account from the DashBoard Server and URM.
To disable a user account:
1.
Display the User tab in the Configure User Rights dialog.
2.
Disable Custom Permissions — User Account
3.
Select Remove and disable custom permissions to remove all permissions for the user and set the account to non-configurable.
To re-enable a user account:
1.
Display the User tab in the Configure User Rights dialog.
2.
3.
Select Enable custom permissions to re-establish permissions for the user and set the account to configurable.
Changing Passwords for Accounts
If the Modify Users property is set to Allow for a role, users assigned to that role can change the password for any user account in the DashBoard Server and URM. For information on changing the password for your MFC-8300 series Network Controller card, refer to the MFC-8300 Series User Guide for details.
Operating Tip — Users can change their passwords using the options in the Login dialog of the DashBoard client.
To change the password for a user account:
1.
2.
Display the Users tab in the Configure User Rights dialog.
3.
Expand the All Users node.
4.
Select the user account you wish to change the password for. The Editor area and the Property Editor display the account information.
5.
Select the Profile tab.
6.
7.
Click Apply to save your changes.
8.
Notify the user whose account you updated. The DashBoard Server and URM does not automatically notify users when their information has changed.