Comprehensive user management features are available to administrators.

Once an account has been created, the user will be placed in a default user group previously configured to have a default set of access rights. Users can then be moved between groups depending on their role and job function. Users can exist in multiple user groups and each group can be assigned different access rights to specific Indexes, Search Engines, application features and reports.

Creating and Managing Users

To create or manage existing users, navigate to the Users screen by clicking Setup, Security then Users.

Creating a New CXAIR User

Click New to begin the creation process.

Details

Enter a unique User Name and, if required, Real Name. This will be displayed when adding Commentary and in the Users screen.

Select a previously created PGP Encryption Key from the drop-down list if required.

Specify the user type using the relevant user radio button. Select Full User to grant access to both CXAIR and CXAIR Report Viewer, CXAIR Viewer User to grant access to CXAIR Report Viewer.

Email

Enter the user’s email address in the Email text box, and specify when an email will be automatically sent using the Email on Index Updated, Email When Index Failed and Email on Report Changed options. Enable the Email Remote Monitoring checkbox to email the user when remotely monitored servers reach a certain threshold. Please refer to the Remote Monitoring chapter for more information.

Click the > icon next to the Email Signature option to reveal a text editor where the user’s email signature can be configured. To access the HTML editor, click Tools then <> Source Code. Click the < icon next to the Email Signature option to close the text editor.

Defaults

Specify the Search Engine that will be loaded upon login using the Default Search Engine drop-down list.

To configure the screen that is displayed once the user has logged in, use the Start Page drop-down list to select an area of functionality. Limit the user access to a specific IP Address by changing the address from the default 255 255 255 255. 

To specify a maximum zoom level that the user can access when using Google Maps, enter a value in the Google Maximum Zoom text box. Use the Colour Palette drop-down list to specify a previously created Colour Palette for the user. 

Groups

Users can be assigned to any number of groups to adhere to security requirements.

Click the relevant checkbox to add the user to the associated group, and enable the subsequently displayed Administrator checkbox to grant Group Administrator access.

Associated Realms are displayed at the bottom of this section, providing a summary of Realms that the user adheres to as a result of their defined Groups.

Applications

Specify the areas of the tool that the user has access to. The Inherited From column details the origin of permissions that have already been granted at Group-level.

The following options are available:

Realms

By clicking the > icon next to the Realms heading, the Associated Realms list is displayed, denoting the realms to which the the user has been added. Please refer to the Realm-Based Security chapter for more information regarding configuration.

If Google Maps have been configured for the solution, it is possible to limit how far a user can zoom in using by setting a magnification level in the Google Maximum Zoom text box.

Managing Created Users

All current users are displayed under the Existing Users heading. Filter the displayed users using the search bar, where names and user types can be filtered, or by clicking the relevant letter from the alphabetical list.

Click Reset Password to send a password reset email to the user, or click Set Password to manually enter a password for the user.

Below the User Status column, the Active and Inactive checkboxes will filter the displayed users depending on their status. To set a user as Inactive, disable the checkbox in the User Status column for the relevant user. All of the user settings are saved, but they cannot log into the solution until the user is set to active.

The Admin column will display a checkbox for any users that have been granted Administrator permissions. Disable a checkbox for a user to disable this permission.

In the Options column, click the Edit icon to open the User Configuration setting for the user, the Copy icon to create a duplicate user with the same settings or the X icon to remove the user from the system.

Creating and Managing User Groups

To create or manage existing user groups, navigate to the Groups screen by clicking Setup, Security then Groups.

Creating a New User Group

Click New to begin the creation process.

Enter a unique Group Name and proceed to the settings below. Please refer to the above User Settings section for detailed information regarding the available settings, as the available options are largely similar. Only the additional options will be covered in this section.

Use the Skins drop-down list to select the previously created skins that users in the group will be able to select from the Skin drop-down list in the User Preferences. Use the Default Skin drop-down list to select a previously created skin that will be applied by default. Please refer to the Skinning chapter for more information regarding the creation of custom skins.

Select the Search Engines that will be visible to the group using the Available Search Engines drop-down list and, if required, specify a Default Report that will run automatically when a member of the group logs in. This option only become available when the group has been created. Edit a created group to access this setting and click the … icon to select the relevant report. Click Clear to remove the selection. Enable the Update Users’ Start Page option to make the setting overwrite the current option set as the start page for each user.

The Drill Through option controls whether the users can drill down to the underlying records of a report.

Users

By clicking the > icon next to the Users heading, users can be added. There are three lists to configure when adding a User to one or more groups. Use the Left and Right arrows to move the group name into the relevant list for the user.

Available Users will list all previously created users, while Current Members denotes the users part of the group currently being configured. To make the user an administrator of a group they are a part of, copy the user from the Current Members list to the Group Administrators list.

Realms

Click the > icon next to the Realms heading to configure the realms that will be associated with the group. All previously created realms are displayed in the Available Realms list and the realms currently applied to the group are displayed in the Associated Realms list. Use the Left and Right arrows to move the realm name into the required list.

Group Administrator Access

The Group Administrator Access settings allow the system administrator to grant group administrators access to a select number of administration screens within the solution.

The administration functionality is split into two separate lists: Configuration Options and Items for Administration. Use the Left and Right arrows to move the entries from the Available to the Selected list to grant access.

Managing Created User Groups
All current user groups are displayed under the Existing Groups heading. Filter the displayed groups using the search bar and click or by clicking the relevant letter from the alphabetised list.

In the Options column, click the Edit icon to open the Group Configuration setting for the group, the Copy icon to create a duplicate group with the same settings or the X icon to remove the group from the system.

Managing Created User Groups

All current user groups are displayed under the Existing Groups heading. Filter the displayed groups using the search bar and click or by clicking the relevant letter from the alphabetised list.

In the Options column, click the Edit icon to open the Group Configuration setting for the group, the Copy icon to create a duplicate group with the same settings or the X icon to remove the group from the system.