User Management

You can manage users by creating and assigning user tags and adding information such as departments and job titles for grouping users.

User Registration

  1. Go to Management > User in the top menu.
  2. Click Select Tasks > Add User.
  3. Enter other information and click the Create and Update buttons. (Required information: Username, Full Name, Password)

User Deletion

  1. Go to Management > User in the top menu.
  2. Find Username and click the checkbox.
  3. Select Tasks > Remove User
  4. Click the Confirm button.

User Tag Assignment

  1. Go to Management > User in the top menu.
  2. Find Username and click the checkbox.
  3. Click Tasks > Edit User Tag Settings.
  4. In the Edit User Tag Settings window, select Assign Selected Tags and click the checkbox of the desired Tag Name.
  5. Click the Set button.

Assigning User Department

  1. Go to Management > User in the top menu.
  2. Click Username.
  3. In the User Information section, assign the department.
  4. Click the Update button.

Note

Department assignment is not possible for users added through Data Synchronization.

Configuring User Account Options

  1. Go to Preferences in the top panel
  2. Go to User Authentication > User Account in the left Preferences panel

Configure User Account Inactivity Options

  1. Enter the following options:
    • Disabling Inactive User - Select an Inactivity period after which to disable an account, and select if the rule should be applied to Admin accounts.
    • Deleting Inactive User - Select an Inactivity period after which to delete an account, and select if the rule should be applied to Admin accounts.
  2. Click Update