Changing the settings for a User

You can change the settings for a user. You can also change the name of the user.

 

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Changing the settings for a user

To change the settings for a user:

    1. Navigate to the Users tab in the System Administration module.

    2. Expand the GainSeeker Logins tree (if needed).

    3. For the user you want to change, expand the tree.

The settings you can change include:

Active Directory association

Before modifying this setting, refer to this topic: Active Directory

Configuration=

The configuration contains the program settings you want to be applied for this login name. For more information, see Configurations

If this user was created with the default settings (instead of copying an existing user), its Configuration will be set to Default Settings Configuration. This means that this user will use the GainSeeker default configuration settings instead of using a specific GainSeeker configuration.

To select a different configuration for this user, right-click or double-click Configuration. Then you can select from a list of available configurations.

Email address=

When this user logs in to a GainSeeker module and emails a chart or other information from within GainSeeker, the "From" address on that email will contain the email address you specify here.

To specify an email address for this user, right-click or double-click Email address.

Email options (if necessary)

If your email system requires its own login name and password for authentication:

  1. Expand the Email options tree.

  2. To enter this user's email login name, right-click or double-click Email login name.

  3. To enter this user's email password, right-click or double-click Email login password.

Password =

To set or change the login password for this user, right-click or double-click Password. If you want to clear the password, leave the New password and Confirm new password fields blank.

Passwords are case-sensitive.

When you use the Administration module to change a user's password, GainSeeker does not log the user's previous password.

Password options

To set GainSeeker policies on forcing this user to change their GainSeeker login password, or to find out the last time this user's password was changed, expand the Password options tree.

Setting

To

Do this

Notes

Password expires after

Force this user to change their login password at scheduled intervals,

—Expand this tree and select a time period from the list.

If Password expires after is set to a time interval, this item will display the last date when this user's login password was changed.

When a user is forced to change their password at scheduled intervals, GainSeeker will prevent this user from setting the new password to match any of their last three passwords. (However, you can reset their password to match one of the last three passwords by using the Administration module to change the password for this user.)

Disable the mandatory password change at scheduled intervals—

—Expand this tree and then click Never.

Force this user to change their login password the next time they log in to GainSeeker—

—Select this checkbox: Password must be changed at next logon

This is useful when you first create a new user with a generic password or a blank password: The System immediately prompts this new user to set their own password.

Priority lists

For information on setting Priority lists for this user, see Priority Lists.

Reserve a license for this user

Role

WebViz and mobile apps

Tree

Setting

To

Do this

Dashboard

Controls which lists of standards, desktops, and dashboards this user can access when they log in to GainSeeker WebViz and mobile apps

  • The settings you apply ONLY if the role you assign to this user has Module Access for Enterprise Dashboard.

Dashboard list

Prevent this user from browsing the lists of dashboards—

—Click Deny Access.

Allow this user to view all dashboards available in this configuration—

—Click Full Access.

Desktop list

Prevent this user from viewing any Enterprise Dashboard desktops—

—Click Deny Access.

Allow this user to view all Enterprise Dashboards available in this configuration—

—Click Full Access.

DMS

  • This setting ONLY applies if the role you assign to this user has Module Access for DMS Charts & Reports.

Desktop list

Prevent this user from viewing any DMS Charts & Reports desktop—

—Click Deny Access.

Allow this user to view all DMS Charts & Reports desktops that are available in this configuration—

—Click Full Access.

 

Restrict this user to choosing from a priority list of DMS Charts & Reports desktops, click Restrict to priority list—

—Click Restrict to priority list.

Part Number list for charts

Prevent this user from selecting any DMS standards or processes for charts—

—Click Deny Access.

Allow this user to view charts, statistics and data for all DMS standards and processes that are available in this configuration, click Full Access—

—Click Full Access.

Restrict this user to choosing from a priority list of DMS standards, click Restrict to priority list. This user will be able to switch to the list of DMS processes, but they will not be able to switch to the full list of DMS standards.

—Click Restrict to priority list.

Note: This user will be able to switch to the list of DMS processes, but they will not be able to switch to the full list of DMS standards.

SPC

  • This setting ONLY applies if the role you assign to this user has Module Access for SPC Charts & Reports.

Desktop list

Prevent this user from viewing any SPC Charts & Reports desktop—

—Click Deny Access.

Allow this user to view all SPC Charts & Reports desktops that are available in this configuration—

—Click Full Access.

Restrict this user to choosing from a priority list of SPC Charts & Reports desktops, click Restrict to priority list—

—Click Restrict to priority list.

Part Number list for charts

Prevent this user from selecting any SPC standards or processes for charts—

—Click Deny Access.

Allow this user to view charts, statistics and data for all SPC standards and processes that are available in this configuration, click Full Access—

—Click Full Access.

Restrict this user to choosing from a priority list of DMS standards, click Restrict to priority list. This user will be able to switch to the list of DMS processes, but they will not be able to switch to the full list of DMS standards.

—Click Restrict to priority list.

Part Number lists for Data Entry

Prevent this user from selecting any SPC standards for data entry

—Click Deny Access.

 

To allow this user to enter data for all SPC standards that are available in this configuration

—Click Full Access.

Restrict this user to choosing from a priority list of SPC standards when entering data

—Click Restrict to priority list.

Note: After making changes, click Submit to save your changes.

Changing a user name

When you change the name of a user, its priority lists, stored sessions, and Audit Trail records will also be updated with the new name.

  1. Navigate to the Users tab in the Administration module.

  2. Right-click the user name and then click Rename on the menu that displays.

The New User dialog box opens.

  1. Enter the new user name, and then click OK.

  1. Click Submit to finish adding the new user name.

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