The User Manger page contains the following tools for managing User accounts and privileges:

Security


Users with either of the following User privileges have the ability to access the User Manager page: 

Navigation


The User Manager is found in the User Management drop-down in the Company Configuration Module.



Overview


Initial Menu


When the User Manager has first opened, only the 'New User' button, active User list, and deactivated User list will be available. To access additional features of the page, an active User must be selected first. 


 

  1. New User  - Button will be accessible if no active User is selected. Used to create a New User. 
  2. Active Users - List of active Users
  3. Show - View a User’s information and privileges 
  4. Deactivated Users - List of deactivated Users 
  5. Activate User - Reactivates the selected deactivated User

User Selection


To view all features of the User Manager:

  • Select the User from the Active Users List
  • Click 'Show'


With an Active User Selected



  1. Save - Save any changes made to the User’s information and/or privileges
  2. Report - Automatically navigate to the User Report page
  3. Cancel - Cancel any changes made to a User’s information and/or privileges. This will also hide the four main sections (User Details, Module Privileges, Simple Report Privileges, and Report Privileges).
  4. Deactivate User - Deactivate the selected User
  5. User Details - Contains User-specific details such as username, password, and Primary Location Group
  6. Privilege Group Membership - Displays the Privilege Groups(s) to which the selected User is assigned
  7. Module Privileges - View or edit all Module-based privileges for the User
    • Note: Privileges provided by Privilege Groups can be viewed but not edited at the User level

  8. Simple Report Privileges - Edit User's access to specific Report/Location combinations
  9. Report Privileges - View or edit User's access to specific Report/Location combinations


Basic User Information

User Details Menu


The “User Details” section is used to view and edit User-specific information, unlock locked Users, and mimic a User's privileges in the database.


  • Username- Enter the username the User will use when logging into Radar. 
    • Note: usernames must be unique
    • Red flag - A red flag icon will be displayed if the username is already associated with another User account in Radar
    • Green flag - The green flag icon indicates the username is valid and not currently being used in Radar
  • First Name - Enter the User's first name
  • Last Name - Enter the User’s last name
  • Email - Enter the User’s email address
  • Password- Enter a password for the User
    • Note The password will receive a red, yellow, or green flag depending on the strength of the password. Password strength settings can be configured on the Company Preferences page in Company Configuration.

  • Force Password Change - Forces the User to change their password the first time they log into Radar
  • Superadmin - Shows whether or not the User is a Superadmin
  • Password Expiration Days - Setting this value to non-zero will expire a User’s current password after this count of days has elapsed. Once this time has expired, the User will be prompted to enter a new password on their next login attempt. Setting this vale to zero means the User's password will never expire. 
  • Direct Phone - Enter the User’s direct phone number
  • Direct Fax - Enter the User's direct fax number
  • Title - Enter the user’s title into this text field
  • Primary Location Group- Select the User’s Primary Location Group 
    • Note: Many of Radar's User permissions are derived from this setting

  • Default Dashboard - Choose the default Dashboard the User sees upon navigating to the Dashboard Module
  • Default Module - Select the module the User will see first when logging into Radar 
    • Important Note: If the User does not have privileges for the module assigned they will receive an 'Access Denied' error on login. The User will still be able to navigate to any module they have privileges for through the waffle menu.

Privilege Group Membership 

 

The Privilege Group Membership section will display the privilege group(s) to which the selected User is assigned.

  • Best Practice: Since managing privileges at the User level is difficult to maintain, it is recommended that privileges be provided through Privilege Groups instead.
  • Best Practice: To avoid privilege conflicts, it is recommended to assign a User to only one Privilege Group


Advanced User Privileges


CAUTION: Managing privileges at the User level is can be difficult to maintain. It is recommended that all privileges be granted through Privilege Groups instead.


Module Privileges 



The “Module Privileges” section, located in the top right section of the page, displays the selected user’s privileges for each module. To view or edit a user’s privileges, select a specific module in the ‘Module Privileges’ drop-down field. Upon selection, all privilege types for the selected module will be displayed. To view a short description of a specific privilege, hover your mouse over the privilege. 


To grant or remove a privilege, select or deselect the check box next to the privilege. Note that privileges in black text give the user permission to perform an action. Privileges in red text (known as “take-away” privileges) restrict or remove the user’s ability to perform an action. Be sure to select SAVE to save any changes. 


Note: Module Privileges that are greyed out are inherited from privilege group membership. If you want to remove one of these privileges, you will have to remove the user from the privilege group that is currently granting them the privilege. For more information on Privilege groups, please see the Privilege Groups page. 



Simple Report Privileges 



The “Simple Report Privileges” section, located at the bottom left section of the page, allows you to you quickly grant or remove report privileges. Note: If you would like to grant the user report privileges to multiple locations or location groups, use the “Report Privileges” section. Additionally, any changes made in this section will be saved immediately. 

  • Grant privileges To - Select the report to which you would like the user to have access
  • For Location Group - Select the location or location group to which you would like the user to have access
  • GRANT - Select GRANT to grant the report privilege
  • Remove privileges To - Select the report from which you would like to remove the selected user’s access
  • For Location Group - Select the location or location group from which you would like to remove the selected user’s access
  • REMOVE - Select REMOVE to remove the selected user’s access to the selected report



Report Privileges 



The “Report Privileges” section, located at the bottom right corner of the page, allows you to set the locations for which a user can run reports and/or access modules. For example, if you want a user to only be able to run reports and access module information for the “Houston” location, you can do that here. 


Note: If the user permission “Use Primary LG for” is selected under the Module Privileges section for a particular module, the locations assigned for a module under this section, Report Privileges, will be overwritten and will not be combined with the user’s assigned primary location group (Exception: Key Info). 

  • Report Privileges - Select the report type for which you would like to add or remove a user’s location access. To set up module location access, select the “Module Location Access” option in this drop-down field
  • ‘Green arrow’ - Select the green arrow icon to display the “Locations” section and to view which locations are currently assigned to the selected user
  • Assign - To assign locations to the selected user, select one or more locations in the “Available” column. (Select multiple locations by holding down the Control key on the keyboard while making your selections.) Next, select the “<<" icon 
  • Remove - To remove locations from the selected user, select a location under the “Assigned” section and select the “>>” icon. This will move the location to the “Available” column
  • Assigned by Groups - If the location has been assigned to a selected user by a privilege group, the location will be displayed in the “Assigned by Group(s)” column
  • DONE - Select DONE to close and hide the locations displayed in the “Locations” section