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.
Remote User - Leave Unchecked for Local User
Role - Select Role from drop down menu [ Organization Admin, Organization Executive, Organization User].
User ID - Enter user id for login.
Email ID - Enter valid user email id [Forgotten password instructions are sent to this email]
Password - Enter password
Confirm Password - Re-enter password
Last Name - Enter Last Name
First Name - Enter First Name
Select Organization - Select the organization (s) the user is valid to (The user will only access data from the selected organization.)
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.
Remote User - Leave Unchecked for Local User
Role - Select Role from drop down menu [ Organization Admin, Organization Executive, Organization User].
User ID - Enter user id for login.
Email ID - Enter valid user email id [Forgotten password instructions are sent to this email]
Last Name - Last Name of the user
First Name - First Name of the user
Select Organization - Select the organization (s) the user is valid to (The user will only access data from the selected Organization).
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
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.
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