Adding and deleting users

Use the Manage Users page to add users and modify user information such as name, company, email, last logon date, and status (Enabled, Disabled, or Pending). Administrators can also view/modify user access rights, such as the ability to edit reports, approve other users, and access administrative functions.

RC-Reporter supports Microsoft Active Directory integration for the credential definition and maintenance of each user only when it is installed on a server that is directly connected to the domain. RC-Reporter only pulls authentication information from the default Active Directory service.

Adding a user

Use the following steps to give a user access to RC-Reporter with an assigned password and specific permissions:

1. Click Admin > Users.
2. On the Manage Users page, in the left pane, click the New User icon.
3. On the Add User page, under Account Information, complete the following boxes

Active Directory User — Enter the user's Active Directory user name.

— or —

Email — Enter the user's email address.

4. Click Save.
5. Complete the following boxes. If Active Directory is being used, some of these boxes will already contain values:
• First Name
• Last Name
• Company
• Title
• Phone
• Comments
6. In the Web access area, select a value in the Status box:
• Pending—Set automatically when the web site visitor supplies their user credentials for approval.
• Enabled—Allows users to log in to the RC-Reporter web site.
• Disabled—Prevents users from logging in to the RC-Reporter web site.
• Password Reset Required—Requires the user to change their password at their next log on to RC-Reporter.

When you set Enabled for a new user, also select Password Reset Required. Complete the Password and Re-enter password fields. Send the password to the user. When that user logs on to RC-Reporter, they are prompted to enter and confirm a new password.

7. In the Change Password area, enter and confirm the password for yourself or for the user you selected on the Manage Users page. For other users, ensure that you also select Password Reset Required to require the user to change their password at their next log on to RC-Reporter.
8. In the Permissions area, select any of the following:
• Edit Reports — Allows users to view and edit all reports.
• Approve Users — Allows users to set access permissions to the web site for other users.
• Admin Access — Allows the user to access administrator settings for the web site, and configure RC-Archive database connections.

You can add a user without assigning any permissions. This allows the user to view a report and use the interactive elements to update the data displayed in a report. See Interactive elements in reports for further information.

9. Designate the set of reports that the user will have access to in the Permitted Report Categories area.
10. Click Save.

Deleting a user

Use the following steps to delete a user:

1. Click Admin > Users.
2. Click the box to the left of each user name that you want to delete.

— or —

Click Select All to select all users that are currently displayed.

3. Click Batch Actions.
4. Click Delete.

© 2019 Reliable Controls Corporation. All rights reserved. Published October 29, 2019