User Settings
The User Settings options allow the creation, deletion and editing of existing and new user identities. The Scan Engine supports the use of locally managed or Active Directory user accounts. In addition, roles can be assigned to users that allow scope to be applied to the users that limit the operations allowed.
User Settings – Manage User (Local)
This tab provides the ability to create, and modify users associated with the Dashboard. By default, an installation will provide a single user called 'admin' with a password of 'password'.
For additional security, it is recommended that the default password is reset for the admin user.
To change the password:
- Click the Reset Password button.
- Provide the new password
- Click the Update button
To Edit the Profile:
- Select the admin user
- Click the Edit Profile option
- Provide a First Name for the Administrator
- Provide a Last Name for the Administrator
- Provide an e-mail address for the Administrator
- Click update to save new information.
User Settings – Manage User (Active Directory)
The Scan Engine also supports the use of Windows accounts to access the Dashboard. Unless it was explicitly enabled during installation, Active Directory authentication is disabled by default. In order to use Active Directory accounts where this option was not selected at installation, it is necessary to configure IIS to allow Windows Authentication.
To Create a User:
- Select Is Active Directory User
- Provide the Domain Name
- Provide the User Name
- Provide the First Name (optional)
- Provide the Last Name (optional)
- Provide the Email (optional)
- Select the Permissions
To Edit the Profile:
- Select the AD user that needs to be modify
- Click the Edit Profile option
- Made the corresponding changes
- Click update to save new information.
User Settings – Manage Role Permission
Roles allow for subsets of the functionality (provided by the Dashboard) to be enabled or disabled on a per-user basis. This process also ties in with the creation of users described in the previous section. A role can be defined that limits the dashboard functionality. Users can then be assigned this role and thereby acquire specific privileges.
- Click Add New button to create a new role.
- Provide a role name e.g. Project.Manager
- Provide a description of the role
- Select permissions for the role e.g. Project Administrator permissions
- Click on Create to save the role.
- Assign a role to a user under the Manage User Tab. This is covered in the use cases examples provided in this document.