Users
The term user refers to a user of File Analysis Suite and to the record of that user that exists in Administration. Users can be employees, consultants, or other parties that require access to your File Analysis Suite environment. Users can be manually created in Administration, or can be brought into File Analysis Suite through a federated source.
Based on the roles you assign them, users can access Administration and integrated File Analysis Suite component UIs. Users can belong to multiple groups.
-
To view the list of users, click Users in the primary navigation panel. You can search for a user by user name, last name, or first name.
-
To open a quick view detail panel for a user, click anywhere in the row for the desired user and then click the open detail panel icon (
).
-
Click the View Groups link to open the Edit User dialog to the Details tab.
-
If the user belongs to more roles than presented in the detail panel, a More link displays.
Click the More link to open the Edit User dialog to the Roles tab.
-
-
From the primary navigation panel, click Users.
The Users page opens.
-
Click NEW USER.
The New User dialog opens.
-
Complete the details for the new user.
On the DETAILS tab:
-
Enter the basic details for the new user
Option Required Description Email Required Type a valid email address for the user. The email address becomes the user's application username.
Limits: Maximum 250 characters
User Name Required Type a unique user name for the user.
Defaults to the defined email address, but can be changed as desired.
Limits: Maximum 250 characters
First Name Required Type the first name of the user.
Limits: Maximum 50 characters
Last Name Required Type the last name of the user.
Limits: Maximum 50 characters
Allow to change password Required Specifies whether the user's password can be changed through the File Analysis Suite UIs.
Group Optional Type the name of an existing File Analysis Suite group. As you type, groups that match what you have typed display.
TIP: The File Analysis Suite group name is case sensitive.
Click the desired group name to add it to the list of groups this user is associated with.
On the ROLES tab:
-
Select the appropriate check boxes to grant access to the desired File Analysis Suite components and roles. Roles inherited due to group assignment are pre-selected and dimmed. For more information about role permissions, see Roles.
-
-
Click CREATE.
A confirmation message opens and the new user is created.
IMPORTANT: The confirmation message contains the new user's temporary password. Make note of this password; it cannot be retrieved again through the UI.
When the user logs on to a File Analysis Suite UI for the first time, the user is prompted to create a new password.
If the list of users is larger than what can be displayed on-screen, refresh the page to view the new user in place in the list. A page refresh reloads the page and returns you to the beginning of the list.
-
On the Users page, click the name of the user you want to edit.
TIP: You can also click or hover over the row for the desired user and then click the edit icon (
).
The Edit User dialog opens.
-
Edit the desired information.
-
To remove a group that the user is associated with, click the X next to the desired group name.
-
For users that are brought into File Analysis Suite from a federated source, you can only edit the group association. All other options are dimmed and cannot be edited.
-
If updating the user's group, the roles that display dimmed on the Roles tab do not update until after you save your current changes. You will see the update the next time you open the Edit User dialog for this user.
-
-
Click UPDATE.
The information for the user is updated.
NOTE: If you change permissions for a user that is currently logged on to any of the File Analysis Suite UIs, the new permissions will not take effect until the next time the user logs on.
-
On the Users page, click or hover over the row for the desired user.
Additional icons display in the right column.
-
Click the delete icon (
) associated with the desired user.
-
You cannot delete users that are brought into File Analysis Suite from a federated source.
-
To prevent lockout, you are not able to delete yourself (the user you are logged in as).
-
-
In the confirmation dialog, click YES to confirm the action.
The user is deleted.