Changing the settings for a User

Right-click or double-click the Active Directory association setting.

If the resulting Active Directory Association window does not look similar to the example below, GainSeeker cannot access the Active Directory domain you provided earlier. You need to specify an AD domain that GainSeeker can access before continuing.
The message at the top of this window displays any AD user or group names that are already associated with
In the Search Username or Search Group Name box, type the AD user name or group name that you want to associate with this GainSeeker user. You can also type part of the name and use * as a wildcard for the remaining characters, like this example:

AD will return a list of user names or group names that match your search criteria. (This can be slow.)
Check the box(es) for the desired AD user name(s) or group name(s).
(optional) To associate more AD users or groups with this GainSeeker user, repeat the search for the next AD user or group and check the box for the desired name.

Repeat this step until all AD users or groups have been selected.
Click OK.

Audit trail notifications

This user can automatically receive email alerts whenever certain Audit Trail events are logged.

To configure which events should email a notification to this user, right-click or double-click Audit trail notifications. This will display the following window:

For each category (Configuration, Dashboard, etc.), choose whether this user should receive notifications for changes in All Configurations, My Configuration (this user's configuration), or Never. To set all categories the same way, use the Set for All buttons.

Audit trail emails are never displayed to the GainSeeker user who was logged in when the event occurred - they are sent silently.

Please note:

The categories listed here match the Audit Type column in the Audit Trail utility. (The Configuration category includes changes to Users, Roles, Configurations, and System-wide Settings.)
Some categories such as Connection, License, or SQL Utility do not apply to a specific configuration. The only options for these categories are All Configurations and Never.
These email alerts are not implemented for Legacy GainSeeker modules including SPC Data Entry, SPC Charts and Reports, and DMS Charts and Reports.

For emails to be sent, all of the following must be in place:

Audit trail logging must be enabled at the system-wide level and/or at the configuration level. GainSeeker will only send emails for events that get written to the Audit Trail.
System-wide email settings must be configured to allow GainSeeker to send email.
This user (being configured to receive email updates) must have their Email address set.
Any logged-in user who could trigger these Audit Trail events must have their Email address and Email options (if necessary) set, so that GainSeeker can send email from these users.

For this reason, you may wish to simply configure these settings for all GainSeeker users.
Your IT department must configure your email system so that any GainSeeker workstation that might trigger these Audit Trail events is permitted to send email.

For this reason, you may wish to simply request permission to send email from all of your GainSeeker workstations.

An easy test at any GainSeeker workstation is to use the GainSeeker Charts module to draw a chart, and then try to email that chart. If the email is successfully sent and received, then your email system is set up correctly for that workstation.

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:

Expand the Email options tree.
To enter this user's email login name, right-click or double-click Email login name.
To enter this user's email password, right-click or double-click Email login password.

Language

You can configure this user to run the PC Collect and GainSeeker Charts modules in English, Español (Spanish), or Français (French).

You can also use the default setting: Use Windows display language:

If the user's workstation is set to run Windows in Spanish or French, the PC Collect and GainSeeker Charts modules will display that language.
If the user's workstation is set to run Windows in English or any other language, the PC Collect and GainSeeker Charts modules will display in English.

For details about running GainSeeker modules in another language, see Setting the PC Collect Language to Spanish, French, or English or Setting the GainSeeker Charts Language to Spanish, French, or English.

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	Desired behavior	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.)
Password expires after	Disable the mandatory password change at scheduled intervals.	Expand this tree and then click Never.
Password must be changed at next logon	Force this user to change their login password the next time they log in to GainSeeker.	Select the Password must be changed at next logon checkbox.	This is useful when you first create a new user with a generic password or a blank password: GainSeeker will immediately prompt this user to set a new password.

Priority lists

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

Reserve a license for this user

If you select this check box, then one of the GainSeeker licenses you have purchased will be reserved for use by only this user (at one computer at a time).
This is useful for key personnel or for computers that run automated GainSeeker tasks, because it ensures that they will never be prevented from logging in to GainSeeker with the "All licenses in use" message (unless they try to log in to GainSeeker on two or more computers at the same time).

Role

Choose the role with the appropriate set of permissions for this user name.
To set up a new role or review the rights in existing roles, see Roles.

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.
	Dashboard list	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.
	Desktop list	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.

Navigate to the Users tab in the Administration module.
Right-click the user name and then click Rename on the menu that displays.

The New User dialog box opens.

Enter the new user name, and then click OK.

Click Submit to finish adding the new user name.

Changing the settings for a User