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Select Login Settings.
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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.
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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.
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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.
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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.
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To set the amount of time that must lapse before a user account is automatically logged out of the DashBoard client:
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Click the Timeout menu to expand the list.
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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.
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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.
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Click Apply to save your changes. Clicking Restore Defaults returns all values in Login Settings menu to reset to the factory default values.
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Click OK to exit the dialog.
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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.
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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.
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Select the user account you want to update. The settings from this account will change to match the settings from the account you selected in 2
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If there are existing permissions for that account, select one of the following options from the Existing user permissions list:
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Skip — Select this option to have the DashBoard URM to ignore any existing settings. These settings will not be modified. This is the default.
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Overwrite — Select this option to have the DashBoard URM update the existing settings with the new settings.
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Delete — Select this option to delete all existing settings for the user account and copy the new permissions.
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Click OK to exit the dialog.
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Click Apply to save your settings.
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Select the destination account you want to update. The settings from this account are applied to the account you selected in 2
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If there are existing permissions for that user, select one of the following options from the Existing user permissions list:
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Skip — Select this option to have the DashBoard URM to ignore any existing settings. These settings will not be modified. This is the default.
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Overwrite — Select this option to have the DashBoard URM update the existing settings with the new settings.
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Delete — Select this option to delete all existing settings for the user account and copy the new permissions.
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Click OK to exit the dialog.
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Click Apply to save your settings.
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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.
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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.
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Operating Tip — To enable an account or role, right-click the applicable icon in the Users tab and select Allow custom permissions.
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Select Remove and disable custom permissions to remove the user account from the DashBoard Server and URM.
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Select Remove and disable custom permissions to remove all permissions for the user and set the account to non-configurable.
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Select Enable custom permissions to re-establish permissions for the user and set the account to configurable.
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Operating Tip — Users can change their passwords using the options in the Login dialog of the DashBoard client.
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Expand the All Users node.
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Select the user account you wish to change the password for. The Editor area and the Property Editor display the account information.
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Select the Profile tab.
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Type a new password into the Password: field.
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Click Apply to save your changes.
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Notify the user whose account you updated. The DashBoard Server and URM does not automatically notify users when their information has changed.
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