Users

Add, Update, Delete Users

There are two types of users - Local User(s) and Remote User(s)

Local User(s) - Users exists only within AIA Application.

Remote User(s) - Users exists in other systems like LDAP / Active Directory.

The following are the user roles available in AIA.

Platform Admin - Platform Administrators are responsible for initial AIA application configuration, initializing necessary initial services, creating other users, etc.

Organization Admin - Organization Administrators are users who have access to various tasks / actions for the assigned Organization(s).

Organization Executive - Organization Executive is an executive user who has executive reports / dashboard (Read Only) access.

Organization User - Organization User is the user who has access to various Dashboards and reports.

1. Adding Local User

Navigation: Featured Applications -> Organizations & Users -> select Users tab

To add new local user, click on '+' and enter the details.

A sample screen is as shown below.

Fig.1. Add User

1. Remote User - Leave Unchecked for Local User

2. Role - Select Role from drop down menu [ Organization Admin, Organization Executive, Organization User].

3. User ID - Enter user id for login.

4. Email ID - Enter valid user email id [Forgotten password instructions are sent to this email]

5. Password - Enter password

6. Confirm Password - Re-enter password

7. Last Name - Enter Last Name

8. First Name - Enter First Name

9. Select Organization - Select the organization (s) the user is valid to (The user will only access data from the selected organization.)

10. Save - Click Save to add user

The following are the user roles available in AIA.

Platform Admin - Platform Administrators are responsible for initial AIA application configuration, initializing necessary initial services, creating other users, etc.

Organization Admin - Organization Administrators are users who have access to various tasks / actions for the assigned Organization(s).

Organization Executive - Organization Executive is an executive user who has executive reports / dashboard (Read Only) access.

Organization User - Organization User is the user who has access to various Dashboards and reports.

2. Adding Remote User

Navigation: Featured Applications -> Organizations & Users -> select Users tab

To add new local user, click on '+' and enter the details.

A sample screen is as shown below.

Fig2. Add Remote User

1. Remote User - Leave Unchecked for Local User

2. Role - Select Role from drop down menu [ Organization Admin, Organization Executive, Organization User].

3. User ID - Enter user id for login.

4. Email ID - Enter valid user email id [Forgotten password instructions are sent to this email]

5. Last Name - Last Name of the user

6. First Name - First Name of the user

7. Select Organization - Select the organization (s) the user is valid to (The user will only access data from the selected Organization).

8. Save - Click Save to save the information.

For Remote user, the autherization happens through configured LDAP /Active Directory and no password is required while creating remote user.

How to Assign / Un-assign Organization(s) to User

1. Platform Admins can assign organization to users while creating new user. At any given point of time, if Platform Admins need to assign another organization to a user, it can be done by selecting in-line hamburger menu (context menu on organization) and then by selecting 'Assign Organizations'.

2. You can either assign or un-assign organization(s) to users.

3. Click 'Save' button to update/save the changes.

Delete User

On the user context menu, select 'Delete User' and after prompting/confirmation, the selected user will be deleted from the cfxAIA application.