Users
Overview
A user entity defines the automation users with appropriate automation roles. You can create Users locally (Basic Authentication) or pull from an active directory (Windows Authentication).
You can select the Authentication type during the deployment of the Control Room. You can modify the Domain for Windows Authentication from the Settings page.
You can manage Users from the Users page. You can reach this page by selecting Administration > Users from the side panel. The Users page will display all the existing automation users, add or remove them, and modify their details.
Default Administrator
The user specified during the deployment of the Control Room is the Administrator. You cannot change the default administrator.
This default administrator user will be used to log into the Control Room after installation and set up the automation users.
Context Menu Options for User Entity
You can perform addition, editing, disabling, and removal operations on the Users page based on appropriate permissions.
Context Menu Options | Description |
---|---|
View | View user details |
Edit | Edit user details |
Disable | To disable the selected user, turn off the corresponding button. |
Delete | Delete selected user |
Assign Apps | You can view license details for all assigned apps and manage access. |
Audit | You can access the Audit Logs for a specific User by clicking the Audit option on their User page. |
Adding Users
You can add a new local user (Basic Authentication) or pull a user from the active directory (Windows Authentication) from the Users page.
- Click on Toolbar-Menu > button
- Type in the user namenote
In the case of Windows Authentication, you can search for the user by typing in the first three characters of the user name and select the user.
- Fill in the other details of the usernote
In the case of Windows Authentication, most user details would be fetched from the active directory and populated.
- Assign one or more roles
- Click on Add
Editing a User
You can edit an existing user to change the details or to add or remove roles. You can do this from the Users page
- Select the user to edit
- Select Context-Menu > Edit option
- Edit the details
- Click on Update
Removing a User
- On the Users page, select the user to be removed
- Select Context-Menu > Delete option
- Confirm the operation by selecting Yesnote
On removing a user, the resources the user owns are transferred to the Default Administrator.
A user cannot remove himself from the Control Room.
Disabling a User
- On the Users page, select the user to be disabled
- Select Context-Menu > Disable option
- Confirm the operation by selecting Yes
Note: Disabling a user will block the user from accessing the Control Room. It will disable the corresponding Triggers and Buddies owned by the user. The associated client licenses are released back to the license pool.
A user cannot disable himself from the Control Room.
Disabled users can be enabled back by selecting Context-Menu > Enable option.
Managing Application Licenses for a user
You can manage client licenses for a user from the Users page
- On Users page, select Context-Menu > Assign Apps option
- Manage the client licenses either by turning ONto assign, or OFFto release the corresponding application licenses to/from the user
- Click on Apply