User Management
The user management tab allows you to manage all users and members of your team/organization from a single, easy-to-use dashboard. You can add or remove users, assign user roles, and grant them associated permissions.
In addition to default roles, admins can create custom roles and policies to grant users specific permissions for selected features in Inforiver reports.
1. Overview
This page displays a list of all users in the team. The right side of the page displays a summary of the selected user. By default, your name would be displayed as the first member in the list.
The main page displays all users with the following columns:
Username: The username of the user.
Products: The list of product workspaces to which the user has access.
Added At: The date and time the user was added.
Last Login: The time when the user last logged in.
2. User Details Panel
When you select a user from the list, their detailed information appears on the right side of the panel. This includes:
Email - The email ID of the user.
Added by - The name of the member who added this user.
Added at - The date and the time when the user was added.
Last login - The date and the time when the user last logged in to the console.
Product Access - This section displays the user's role (and the access policy) in each of the products. Admins can update the user roles of members by choosing an option from the dropdown list.
Session: This section displays all active user sessions, along with device information and creation time.
3. Search & Sort Users
This window has options to search, sort, and filter the user list.
Search user- In the search bar, you can type any input, and the user list will get dynamically filtered based on the entered input. Click 'x' to remove all the entered input.
Filter users- You can filter the users based on their roles and the product workspaces they can access. By default, all members for all products are displayed. You can choose to display specific users based on their role, such as users with the 'Admin' role or users with the 'Contributor' role. You can also filter based on their product access, such as users with access to Inforiver or EDITable.
Sort users- The Sort drop-down menu allows you to sort users by their names, last login time, or added time. By default, the user list will be sorted from the latest to the oldest, by their added time.
To sort the list by name or last login time, select the appropriate option from the drop-down menu. You can reverse the sorting order by clicking on the sort arrow adjacent to this menu.
If the sort arrow is pointing up, the list is sorted in ascending order for the chosen filter in the drop-down. If the sort arrow is pointing down, the list is sorted in descending order. You can toggle the order by clicking on the arrow.
You can also use the sorting arrows beside the corresponding header to sort the user list as required.
4. Add a Member
Click 'Add Member' to add a new member to the workspace.
A pop-up opens as shown. Enter the user's email ID in the textbox provided. You can also use the drop-down menu to select the member.
After entering the email ID, assign their role and click Add.
The user has been added successfully. The user's access policy can be changed at a later time from the 'Product Access' section, if required.
5. Bulk Upload User Details
5.1. Bulk upload from CSV
You can add multiple users at a time by uploading the user details in a CSV file. Click on Bulk upload > From CSV.
To get a sample CSV file, click on the 'Download Sample' link.
The sample file appears as below:
Update the necessary user information in the same format as in the downloaded file. Configure the user roles and product access details in the CSV file before uploading.
Now, click on the 'Upload' button and select the CSV file that you need to upload.
After the file is uploaded, you can preview the details and click Add.
The user details are now added.
5.2. Bulk upload from AD Group
You can also bulk upload user details from an AD group to add a large number of users at once without having to manually add them via file upload.
Click Bulk upload > From AD Group.
Clicking on this option will open the 'From AD group' page. By default, no groups are added and the page is displayed as shown below.
To add a group, click on the 'Add group' button at the top right corner of the page. This will open up the 'Add group' pop-up.
Enter the group name or select the group name from the drop-down.
In the below image, 'Editable-Documentation' has been added. Once someone from the group logs in, an account will be created for the user on the user management page with member access to the workspace.
The 'Derived from' field shows the AD group name that the member belongs to.
You can see the following details of the members of the AD group such as the date and time when they are added and their last login details as shown.
You can delete the added group by clicking on the 'Delete group' button in the top right corner as highlighted in the below image.
5. Remove a Member
Select the User to Delete:
Click on the username of the user you wish to delete.
Read the Warning Message:
A warning message will appear, informing you that all schedules and jobs created by the user will be deleted and cannot be retrieved, and that the user will be removed from the approvers list in workflows.
Confirm Deletion:
Click the "Remove" button to permanently remove the user from the system.
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