Users

Adding new users is available to a user who has the Users and Departments privilege with R, W, and C access operations. The user must also have access to at least one department (configured in the user profile). You can add a user only to departments to which you have access. To add a user to the root department, you need access to all users.

You can add a new user in settings:

1. Click the gear icon.
2. Select Users.
3. On the opened page with the list of all users and departments, click the + Add button.
4. From the dropdown list, select User.
5. In the window that appears for adding a new employee, enter the following:
   • First name
   • Last name
   • Department. If a specific department is not specified, the new user will be saved in the currently open department. If the current department is unavailable, the user will be added to the first available department in the hierarchy
   
6. To add the new user (all fields must be filled), click Add.
7. To cancel adding the new user, click Cancel.

After adding a user, you will automatically proceed to configuring their profile.

User Field Configuration

To configure user fields, click the Settings button.

Adding a User Field

To add a data field to user profiles, click + Add. Specify a name for the new field and its data type, then click the checkmark.

The added field appears in user profiles with the specified data type.

Editing a User Field

To edit a field, click its name or data type. Make changes and confirm them.

Deleting a User Field

To delete a field, click the trash icon.

Confirm deletion in the modal window that opens.

Predefined User Fields

It is not possible to edit or delete predefined fields:

• First name
• Last name
• Department
• Personnel number
• E-mail
• Phone number
• System language

User Profile

To open a user profile, you can also click the user’s name or click the context menu icon next to the name and select Edit from the list that appears.

Two additional actions are also available in the context menu: Move and Delete.

To move a user to another department, click the Move button. In the list that opens, select the department to move the selected user to. If you do not need to place the user in any department, click Without department in the lower right corner of the side panel.

To save changes, click Apply. To cancel the action, click the Cancel button.

To delete a user, click the Delete button and confirm deletion.

The profile contains 5 tabs available for editing:

• General
• Access
• Workspaces
• Dashboards
• Monitoring

General

The tab contains general profile settings.

In this tab, you can:

• Change the employee’s first name
• Change the last name
• Assign a department
• Add a personnel number
• Add an e-mail address. After sending an invitation, login credentials will be sent to this address
• Add phone number(s)
• Change the user’s system language (Russian/English)

Click the Save button to save your changes.

Access

The tab controls the user’s access settings in the system.

In this tab, you can:

• Assign access roles
• Assign a license type
• Set the authentication type in the system
• Enable or disable access to all users
• Assign users (departments) to which access is required
• Set a password (available if the user is assigned the built-in authentication type)
• Send an invitation (available if the user is assigned the built-in authentication type)

Set Password

The password is set for local system login (authentication type Built-in).

1. You can create a password manually or use the Generate password function.
2. After the password is set, you can copy it by clicking the corresponding button. This is the only place where you can copy the value. After closing the window, the password cannot be viewed again, but you can set it anew.
3. By default, the password is hidden. To view it, click the Show password button. If the user regenerates the password, the new password is not hidden.
4. If a password is already set, the Set password button changes to Change.

When the user navigates to their own profile in the Access tab, the password change field is hidden. The user can change their password independently only in their own profile.

Workspaces

The Workspaces tab extends the basic user profile, when the Analytics module is enabled. In this tab, you can configure the user’s access to workspaces. To add access to a workspace, click the + Access button and select: Read, Write, or Create dashboards.

To confirm changes, click Save. The button is active only after changes are made.

Dashboards

In the Dashboards tab, you can configure the user’s access to dashboards. Click + Access and select: Read or Write.

Select dashboards and click Save.

Monitoring

In the Monitoring tab, you can add a new activity collection source for the user. To do this, click the + Add button and select a domain or computer, then specify the user’s login. Click Add.

You can detach an activity source to another user. To do this:

1. Click the detach icon next to the activity source.

1. Select the user to whose profile you want to detach the activity source, and click Apply.

To avoid configuring parameters individually for each user, you can apply bulk actions to users and departments.