User Permissions Overview
The first step to configuring your DashBoard Server and URM is to define the roles for your service, such as Basic and Administrator. These roles are set up by default in the software, but you may want to modify their permissions to suit your facility needs. Then you will create user accounts, with each account using a unique ID and password. Once you have the roles configured and created all your user accounts, you can further define your accounts by assigning them to those roles. The specific permissions you wish to grant each user or role can be as complex or as simplistic as you require.
Note — If you are using an external LDAP Server for the user database, you cannot edit the user or role details from the Configure User Rights dialog in DashBoard. You can configure permissions for those users and roles. For more information on the features of the Configure User Rights dialog, refer to the section “Configure User Rights Dialog Overview”.
Configuring Roles
A role is a group of users that share the same permissions because they belong to that specific role. By default, when using the internal LDAP Server, the DashBoard URM includes two roles: Administrator and Basic User. You can configure additional roles, based on any number of parameters, as required. If you are using an external LDAP Server, only the roles defined by the LDAP are used.
You need at least one Administrator who can modify server and URM settings. The DashBoard Server and URM automatically includes an Administrator role and a Basic Users role.
Administrator role — You can use this role to set permissions for configuring server and URM settings, network settings, and/or to perform software upgrades.
Basic Users role — You can use this role to assign permissions that might apply to a wide range of users who do not need full access.
Configuring User Accounts
Users can be assigned individual accounts, with a unique user ID and password, or log into the DashBoard client using the Default User account. When using an embedded LDAP Server, you can create and manage user accounts and the information is confined to the DashBoard Server and URM. For each user account, you configure the following:
User ID — This is the e-mail address the user enters in the User name field of the DashBoard client log in dialog.
Password — This is the text the user enters in the Password field of the DashBoard client login dialog.
Display Name — This is the text that displays in the Current User field of the DashBoard client.
Active check box — Selecting this check box for the user account validates the account. Clearing the check box disables the account and the information can no longer be used to log into the DashBoard client.
Note — If you are using an external LDAP Server for the user database, you can only manage the user permissions from the Configure User Rights dialog in DashBoard.
To display the Configure User Rights dialog:
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You are prompted to enter a user name and password. Use the following Default User account information to log in to the DashBoard client for the initial start-up:
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Navigate to the Users tab in the Configure User Rights dialog as follows:
In the DashBoard client, expand the DashBoard Server node in the Basic Tree View.
Expand the DashBoard URM node.
Select Users to display the Configure User Rights dialog. The Users tab is automatically selected in the dialog.
Configure User Rights Dialog - Users Tab