DW Spectrum User Manual

Key Concepts:

•There are two components to user account configuration; user identity and user permissions.

•Only Administrators can add or configure Power User accounts.

•Administrators and Power Users can manage others users.

•A user can be granted Site permissions directly to their account and/or through membership in permission groups.

•User management and group permission controls can be accessed from multiple dialog and menu locations.

•The permission configuration screen for users and groups is the same.

•Organization user can be granted access to Site resources and groups using the Desktop Client, Web Admin, and Cloud Portal clients.

NOTE: Removing a Channel Partner user from a Site hides the user in the User Management interface while retaining their inherited permissions.

To Configure a User in the Desktop Client

1.Open the User Management dialog by selecting Main Menu > User Management dialog and switching to the Users tab.

•Optionally refine the list of users by using the search box, filters, and column sorting options.

2.Click on a User to open the configuration dialog.

•User configuration changes are limited to Enabling and Disabling Users when multiple Users are selected.

3.Make changes in the User Settings tabs as outlined below.

•The General tab contains:

oUser identity attributes (Name, Email) of non-LDAP Users

oCurrent permissions group membership for the user.

oThe user's Notification Language selection.

NOTE: Changing the Notification Language selection will only affects new notifications, not existing (active) notifications, the notification panel controls, nor informers. The user interface language selection is located in the Look and Feel dialog.

•The Groups tab selects which Groups the User is a member of.

oLDAP group membership cannot be changed within the Desktop Client.

•The Resources tab is used to view and Manage Permissions.

•The Global Resources tab defines:

oIf the User is permitted to view the Event Log.

oIf the User is permitted to generate Events.

4.Click Apply to save edits and keep the dialog open, or Click OK to Apply changes and close the dialog. Authentication may be required.

To Modify a User using the Web Admin / Cloud Portal

1.Select Settings in the page header menu.

2.Expand the list of Users in the left panel.

3.Click on a User to open the configuration dialog.

•Local Users can be Enabled, Disabled, or Deleted – Group Memberships, Name, Password, and Email can be updated.

•Cloud Users can be Enabled, Disabled, Removed from the Site, or have their Group Memberships changed.

•Temporary Users can be Enabled, Disabled, or Deleted.

•LDAP Users can be Enabled, Disabled, and have their non-LDAP Group memberships changed.

•Organization users can have their Site-level group membership changed.

•Channel Partner users can have their Site-level group membership changed and they can also be removed from a Site.

4.Configure available User attributes and Click Save. Authentication may be required.

NOTES:

•Users inherit Permissions from direct and nested Group Memberships.

•See granting Channel Partner Access to Sites for Channel Partner settings