Users & Groups - Revision history

Fbertuletti: /* Users Management */

2022-10-20T13:01:15Z

‎Users Management

Fbertuletti: /* Users Management */

2022-10-20T12:58:51Z

‎Users Management

Sottini: /* Add group */

2021-07-25T21:15:43Z

‎Add group

Sottini: /* Groups Management */

2021-07-25T21:12:56Z

‎Groups Management

Sottini: /* Groups Management */

2021-07-25T21:08:26Z

‎Groups Management

Sottini: /* Groups Management */

2021-07-25T21:06:55Z

‎Groups Management

Sottini: /* Users Management */

2021-07-25T21:02:53Z

‎Users Management

Sottini: /* Users Management */

2021-07-25T20:56:41Z

‎Users Management

Fbertuletti: /* Groups Management */

2018-12-20T13:44:34Z

‎Groups Management

Fbertuletti: Created page with "==Users Management== New ''users'' can be created using '''''Add New''''' and choosing '''New User''' in the self service menu. Existing ''users'' can be update selecting ..."

2018-12-19T11:31:12Z

Created page with "==Users Management== New ''users'' can be created using '''''Add New''''' and choosing '''New User''' in the self service menu. Existing ''users'' can be update selecting ..."

New page
==Users Management==
New ''users'' can be created using '''''Add New''''' and choosing '''New User''' in the self service menu.
Existing ''users'' can be update selecting ''Users & Groups Management / Users Management'' menu and selecting the record to manage from the list.
Access to ''users'' creation and administration is limited to ''users'' having administrative role (see later).

''Users'' shall be activated (in status "Active") to be operational. In other statuses, ''users'' are not active (they cannot login into Easyboards®) nor they are counted as licensed ''users''.

''Users'' information are organized in five sections:

* ''Tracking''
* ''Identification''
* ''Details''
* ''Process Settings''
* ''Password Management''

The table below reports the fields and a short description of them:
{| class="wikitable"
! Section !! Field !! Description
|-
|''Tracking''|| Code || Unique ''user'' identifier, automatically created by the system.
|-
|''Tracking''|| Project/Service || Environment identifier, corresponding to the organization owner of Easyboards® subscription and automatically managed by the system.
|-
|''Identification''|| Ticket Type || Record type identifier, automatically managed by the system.
|-
|''Identification''|| Ticket Op Status || Status of the ''user''. Possible statuses are "Inactive" (when initially created) or ''Active''.
|-
|''Details''|| Name || Name of the ''user''.
|-
|''Details''|| Surname || Surname of the ''user''
|-
|''Details''|| Username || Login name used to access Easyboards®.
|-
|''Details''|| Email || Email of the ''user''.
|-
|''Details''|| Admin || This field may have two possible values "Yes" or "No". If set to "Yes" the ''user'' has administrative privileges and can perform special tasks such as ''users'' and ''groups'' administration but also manage [[Settings#Introduction|settings]].
|-
|''Details''|| Language || The application interface language set for the ''user''. Supported languages are currently "English", "French" and "Italian". "Spanish" will come next.
|-
|''Process Settings''|| Board Creator || If set to "Yes", it enables the user to create new ''Board''.
|-
|''Process Settings''|| Knowledge Item Creator || If set to "Yes", it enables the user to create new ''knowledge items''.
|-
|''Password Management''|| New Password, Old Password, Confirm New Password || These fields work together, enter a new password in New Password, enter the previous password in Old Password, confirm the new password in Confirm New Password and press '''CHANGE PASSWORD''' to change the ''user'' password.
|-
|}

Note that when the environment is initially created, a ''user'' with administrative role is created and activated using subscription information. The access credentials of this ''user'' are sent by mail.

For more information on how to manage the ''user'' record, visit [[How_To#Records_Management|records management]].

==Groups Management==

''Users & Groups Management / Add Group'' menu item lists the available ''groups'' and allows to manage ''groups'' (create, modify, delete). Only ''users'' with administrative privileges have the rights to perform ''group'' management.

When a Easyboards® environment is created, a set of default ''groups'' are generated. They are:

{| class="wikitable"
! Group!! Description
|-
|<organization> - AUD || Designed to include the ''auditors'' ''users''.
|-
|}

In the table above, <organization> is to be replaced with the name of the organization used for Easyboards® subscription.

Note that ''groups'' are only collections of ''users'' and that actual privileges are defined in process records (e.g. ''board creator'') by assigning a ''group'' to one of the available profiles (see process guides).

The pre configured groups cannot be deleted but they can be renamed and modified in terms of belonging members.

If Board process defined at ''Company'' level required the implementation of others roles, the ''Administrator'' can define all the other necessary Groups,to make the standard process complaint the company one using the ''Add New'' function

=== Add group ===
''Users & Groups Management / Add Group'' menu item enables to create a new ''group''.

The table below reports the fields belonging to a ''group'' and a short description of them:
{| class="wikitable"
! Section !! Field !! Description
|-
|''General''|| Name ||The name of the group.
|-
|''General''|| Description ||A description for the group (e.g. its purpose).
|-
|''General''|| Default ||Non editable, automatically managed by Easyboards®.
|-
|''General''|| Status ||Non editable, automatically managed by Easyboards®.
|-
|''Members''|| Code ||The ''user'' identifier of the member, not editable and automatically managed by Easyboards®.
|-
|''Members''|| Full Name ||Surname and Name of the member, not editable here because assigned in ''user'' management.
|-
|''Members''|| User Login ||Login identifier of the member, not editable here because assigned in ''user'' management.
|-
|''Members''|| Group Manager ||Used to identify and mark if the member of the ''group'' is the manager of the group. Actually, the manager will have the same privileges as the members.
|-
|''Members''|| Type ||Field not used.
|-
|''Members''|| Status ||Status of the member, not editable here because modified in ''user'' management.
|-
|''Members''|| VIP Type ||Field not used.
|}

In the ''General'' form, use '''SAVE''' or '''SAVE&EXIT''' to update the ''group''. Use '''DELETE''' to delete a ''group''.

In the ''Members'' form see the figure below for the available commands.

[[File:Groups_management_ENG_v1.0.JPG|centre|thumb|800x800px|Groups management controls and commands.]]

=== Modify group ===
Use ''Users & Groups Management / Groups Management'' menu item to see the list of available ''groups'' and click on the one to update. Modify using the features and commands described above in [[Users_&_Groups#Add_group|Add group]].

@@ Line 30: / Line 30: @@
 |-
 |<u>''Details''</u>|| <u>Language</u> || The application interface language set for the ''user''. Supported languages are currently "English", "French" and "Italian". "Spanish" will come next.
 |-
 |<u>''Privileges''</u>|| <u>Board Creator</u> || If set to "Yes", it enables the user to create new ''board''.

@@ Line 7: / Line 7: @@
 ''Users'' shall be activated (in status "Active") to be operational. In other statuses, ''users'' are not active (they cannot login into Easyboards®) nor they are counted as licensed ''users''.
-''Users'' information are organized in five sections:
+''Users'' information are organized in three sections:
 * <u>''Details''</u>

@@ Line 80: / Line 80: @@
 In the <u>''Members''</u> form see the figure below for the available commands.
 === Modify group ===
 Use <b>''Users & Groups Management / Groups Management''</b> menu item to see the list of available ''groups'' and click on the one to update. Modify using the features and commands described above in [[Users_&_Groups#Add_group|Add group]].

@@ Line 45: / Line 45: @@
 Note that ''groups'' are only collections of ''users''. Practically they can be used to assign privileges quickly in a ''board''. To understand how to manage privileges for a ''board'', read [[Boards#Boards members and privileges|Boards members and privileges]].
-The pre configured groups cannot be deleted but they can be renamed and modified in terms of belonging members.
+Any pre configured group cannot be deleted but it can be renamed and modified in terms of belonging members.
 === Add group ===
@@ Line 83: / Line 80: @@
 In the <u>''Members''</u> form see the figure below for the available commands.
 === Modify group ===
 Use <b>''Users & Groups Management / Groups Management''</b> menu item to see the list of available ''groups'' and click on the one to update. Modify using the features and commands described above in [[Users_&_Groups#Add_group|Add group]].

@@ Line 43: / Line 43: @@
 <b>''Users & Groups Management / Add Group''</b> menu item lists the available ''groups'' and allows to manage ''groups'' (create, modify, delete). Only ''users'' with administrative privileges have the rights to perform ''group'' management.
-Note that ''groups'' are only collections of ''users''. Practically they can be used to assign privileges quickly in a ''board''. To understand how to manage privileges for a ''board'', read
+Note that ''groups'' are only collections of ''users''. Practically they can be used to assign privileges quickly in a ''board''. To understand how to manage privileges for a ''board'', read [[Boards#Boards members and privileges|Boards members and privileges]].
 The pre configured groups cannot be deleted but they can be renamed and modified in terms of belonging members.

@@ Line 9: / Line 9: @@
 ''Users'' information are organized in five sections:
 * <u>''Details''</u>
-* <u>''Process Settings''</u>
+* <u>''Privileges''</u>
 * <u>''Password Management''</u>
@@ Line 18: / Line 16: @@
 {| class="wikitable"
 ! Section !! Field !! Description
 |-
 |<u>''Details''</u>|| <u>Name</u> || Name of the ''user''.
@@ Line 34: / Line 24: @@
 |-
 |<u>''Details''</u>|| <u>Email</u> || Email of the ''user''.
 |-
 |<u>''Details''</u>|| <u>Admin</u> || This field may have two possible values "Yes" or "No". If set to "Yes" the ''user'' has administrative privileges and can perform special tasks such as ''users'' and ''groups'' administration but also manage [[Settings#Introduction|settings]].
@@ Line 39: / Line 31: @@
 |<u>''Details''</u>|| <u>Language</u> || The application interface language set for the ''user''. Supported languages are currently "English", "French" and "Italian". "Spanish" will come next.
 |-
-|<u>''Process Settings''</u>|| <u>Board Creator</u> || If set to "Yes", it enables the user to create new ''Board''.
+|<u>''Privileges''</u>|| <u>Board Creator</u> || If set to "Yes", it enables the user to create new ''board''.
 |-
 |<u>''Password Management''</u>|| <u>New Password</u>, <u>Old Password</u>, <u>Confirm New Password</u> || These fields work together, enter a new password in <u>New Password</u>, enter the previous password in <u>Old Password</u>, confirm the new password in <u>Confirm New Password</u> and press '''CHANGE PASSWORD''' to change the ''user'' password.
@@ Line 48: / Line 38: @@
 Note that when the environment is initially created, a ''user'' with administrative role is created and activated using subscription information. The access credentials of this ''user'' are sent by mail.
 ==Groups Management==

@@ Line 1: / Line 1: @@
 ==Users Management==
-New ''users'' can be created using '''''Add New''''' and choosing '''New User''' in the self service menu.
+New ''users'' can be created from the home menu '''''User & Group Managament/Add New'''''.
-Existing ''users'' can be update selecting <b>''Users & Groups Management / Users Management''</b> menu and selecting the record to manage from the list.
+Existing ''users'' can be update selecting '''''Users & Groups Management / Users Management''''' menu and selecting the record to manage from the list.
-Access to ''users'' creation and administration is limited to ''users'' having administrative role (see later).
 ''Users'' shall be activated (in status "Active") to be operational. In other statuses, ''users'' are not active (they cannot login into Easyboards®) nor they are counted as licensed ''users''.

@@ Line 54: / Line 54: @@
 <b>''Users & Groups Management / Add Group''</b> menu item lists the available ''groups'' and allows to manage ''groups'' (create, modify, delete). Only ''users'' with administrative privileges have the rights to perform ''group'' management.
-When a Easyboards® environment is created, a set of default ''groups'' are generated. They are:
+''Groups'' can collects right on bord.
 Note that ''groups'' are only collections of ''users'' and that actual privileges are defined in process records (e.g. ''board creator'') by assigning a ''group'' to one of the available profiles (see process guides).