Users

The Users tab lists all existing users and allows the administrator to create users, modify user details, and delete users.

Creating a User Account

1. Go to Administration > Users.

2. Click New User on the upper-right corner of the page.

   

   Creating New User Account

   
   

3. Fill out the General section. Tick the desired Roles for the user and the Group where they will belong.

   The data type and folder access are at a group level only. Make sure to assign a user to at least one group.

   Roles	Tracking	View and Add Reports	Complete Selection	Template Selection	Periodic Jobs	Generated Reports	Settings	Download
   Template Reporting		✔️		✔️	✔️	✔️
   Report Viewing		✔️
   Complete Reporting		✔️	✔️		✔️	✔️
   Realtime Reporting	✔️
   Create Report Folders		✔️	✔️	✔️
   View Settings							✔️
   Download Client								✔️

   User Access Rights Based on Roles
   
   
   warning

   Starting from version 10.2, users with the Report Viewing role and the Template Reporting and Complete Reporting roles can still modify any generated report.

   note

   The Settings tab is only visible to non-admin users.

4. Click Save.

   

   User Account Details

   
   

Modifying a User Account

1. Go to Administration > Users.
2. Click the name of the user to modify.
3. Make the necessary changes to the user account.
4. Click Save.

Removing a User Account

1. Go to Administration > Users.

2. Tick the checkbox corresponding to the user account(s) to remove or tick the checkbox on the top row to select all.

   note

   The Admin User cannot be deleted.

3. Click Delete.

4. Click OK on the pop-up.

Removing a User Account

Resetting a User Account Password

Use this procedure to reset the password of a user account.

1. Go to Administration > Users.

2. Locate the affected user.

3. Click Reset Password.

   

   Reset Password

   
   

4. In the Reset Password dialog, take note of the generated temporary password, then click Save.

   

   Temporary Password

   
   

5. Verify that the password reset is successful, then click Save on the Edit User page.

   

   Save Changes

   
   

6. Provide the temporary password to the user and have the user sign in using the temporary password and complete the required password change.

Updating User Settings

Non-admin users have limited access rights and provisions when logged on to the Open iT web interface. However, they can still change a few settings if they have View Settings access rights. To change user settings, follow the steps:

1. Log in to the Open iT Web Interface.
2. After logging in, notice a new tab labeled User, click on it.
3. Apply your desired changes to the Username, Real Name, Password, Division, or Language.
4. Click Save.

Updating User Settings