User management

Admin Only

The Users tab displays a list of user accounts for the tenant

It allows Tenant Admins to manage the user accounts within the tenant

Users List

Selecting the Users icon displays the users list containing:

Email Address
Platform Roles
User groups
Current Status: Set as either Active or Inactive based on value of Enabled boolean property
Expiry Date
Hidden Features
Additional Properties
Edit Users*
User Visibility*
Manage user groups: Coming Soon
Copy
Delete User*
Manage all users options
- a. Manage Properties
- b. Download User List
- c. Users Audit Log
Add users options
- d. Bulk
- e. Manual
User Groups

* These options are only available once a user(s) record is selected

Add a User

To add a new user to the tenant, click the + Add User button

This will open a dialogue box to enter the new user details:

Email address
Platform Roles - Select either User or Admin
User Groups in addition to any custom roles. See Roles for more detail
Active – Toggle switch to set On or Off
Expiry Date – ability to set a future date to expire user account
TokenAccess - Optional Boolean field set to either True, False or left blank. Only required if user account will be used with Hub data refresh process. See Token Access for more details
Next to progress to the user visibility screen

This screen allows the Admin to enable/disable features for users being added to this tenant.

Disabling a feature means it will no longer appear in the UI for that user

See User Visibility for further details of these options

Select Create to complete the add user process

Once a user account is enabled Orgvue will send an email to activate the account as detailed in Getting started on Orgvue

Duplicate User

In addition to Adding a user it is also possible to duplicate an existing user

This process has the benefit of ensuring the user accounts being added have the same access as the account being duplicated

To duplicate a user select the Copy button on the user dashboard

This will open the User Set Up window as shown when using the + add User button

Enter the email address for the new user. To add multiple users press enter after each email address
Platform Role and User groups will be pre-populated from the duplicated user but may be edited
Select Next to progress to the user visibility screen

The user visibility screen contains

Details of features disabled in Workspace and Settings
Dataset types disabled in UI

The selections on this screen will also mirror from the duplicated user

See User Visibility for further details of these options

Select Create to complete the add user process

Bulk User Upload

Tenant admins have the ability to upload users, in bulk, via csv or XLSX file

The file must have the following column headers and values which are case-sensitive:

A. Login with valid email addresses. The upload process will use the Login column to merge
B. Role each user account must have the role of either user or admin
C. Enabled with valid values of either TRUE or FALSE
D. ExpiryDate with dates in the format DD/MM/YYYY or left blank where no expiry date is required

To start the upload wizard, select the Upload Users button on the Users List

Select File

There are three methods for uploading data into Settings

File may be loaded in .csv or .xlsx format

For more detail on the three methods select any of the links

Select Next to move to Edit Details screen

Edit Details

Select how uploaded data will be processed:
- A. Add and update user accounts: Add and combine the content of your uploaded file to your existing user accounts
- B. Add, update and remove user accounts: Add and combine the content of your uploaded file to your existing user accounts and remove missing user accounts. Any existing user accounts which are not in your uploaded file will be removed.
- C. Replace: Replace all user accounts with the uploaded data. This will delete all existing user accounts and properties
If file contains more than one sheet the required one may be selected
The detail from the uploaded file will be displayed showing the number of properties and users in the upload
Click Next to continue

A confirmation message will then be shown which will confirm the number and details of the admins remaining within user accounts once the update is confirmed.

If the selected upload action will result in zero admin accounts in the tenant, Orgvue will prevent completion of the upload and display a warning

User Visibility

Uncheck any features to be hidden from users
Uncheck any Dataset types to be hidden from users

For further detail see User Visibility

Edit Users

Edit single User

To edit an existing user either:

A. Select the checkbox for the required user record and click the Edit button

or
B. Select the Email Address hyperlink

This will open the User Dashboard, select the Edit button to open the side panel where the following fields may be edited:

Platform Role
Enabled Checkbox
Expiry Date
Any additional User Data
User Groups

Note: Email address is non-editable. If you need to amend email address for a user add the correct email as a new user, then delete the old account

Edit Multiple Users

Multiple User records may be edited at the same time by:

Select the users to edit
The number of users selected will be displayed
Select the Edit button
This will open the side panel to allow you to edit:
A. Platform Role
B. Enable
C. Expiry Date

Delete a user

WARNING this action cannot be undone

To delete a user account either:

Select the checkbox for the required user record(s)
Select the Delete button
A confirmation prompt message will then be displayed, select Delete to complete the deletion process

Select the Ellipses on the user dashboard
Select Delete
A confirmation prompt message will then be displayed, select Delete to complete the deletion process

View Users Files

The files available to each user may be viewed from the user dashboard by selecting the Associated files tab

This will display a list of all files that the selected user owns or has access to with the following details:

Name: The name and file type icon will be shown. The name may be selected to open the Dataset Metadata screen
Type: Dataset, Pack, Draft, or View
Owner: User Id
Last modified date and time

Impersonation Mode

When setting permissions for individual users it is useful to be able to verify the access granted meets requirements

To enable this, the option to impersonate a users access is available from the users dashboard

Selecting the Impersonation Mode button for the user account will open the Orgvue Home page as the selected user in a new browser tab

This will enable an Admin to see the files and properties available to this user on the Home page and Workspace but not make any changes to any files

Whilst in Impersonation Mode a banner will be displayed across the top of the screen to indicate that you are viewing the Orgvue platform as the chosen user but no changes are possible

To exit Impersonation Mode for the selected user simply close the browser tab to return the the settings user dashboard

Users Audit Log

It is possible to download an Audit Log from the users dataset by selecting the Audit Log button on the Users List

This will open the Audit Log screen which shows:

A. The date and time the save was made
B. The user ID that conducted the save
C. The number of nodes impacted in the save action
D. Confirmation of the date and time range being displayed. Select the Date range hyperlink to amend
E. Select the Download date range logs button to download the login .CSV format
F. Select Users in the crumbtrail to return to the Users List

Note: Impacted nodes are defined as those which have been created, updated or deleted

Users Property Manager

The Property Manager for the user list can be accessed from the Users List by:

Selecting Manager all users
Selecting Manage Properties
This will open the Users Property Manager which has the same features as the Dataset Property Manager

Download User List

It is possible to download the users list by selecting Download from the Users List screen

A Download pop up message will be shown with the options for:

A. Date format
B. File format

Selecting the required formats and then Download will commence the download and the file will be available in your browser window and the download directory of your PC

Roles

Roles are used in combination with Permissions to control access to resources in Orgvue

Platform Roles

There are two standard roles user and admin and every user account must have one of these two roles assigned

user This role provides access to the Orgvue tenant and allows the account holder to manage any resources they own

It can also be used with permission tags to provide access to a resource to all account holders

admin This role is used by tenant administrators and provides access to view and edit all resources that exist in a tenant and manage other user accounts

Additional standard roles also exist:

surveyAdmin which may assigned in addition to the standard user role to allow access to the Survey Admin application
wfpadmin which may assigned in addition to the standard user role to allow access to the Workforce Planning

These should be entered as User Group

User Groups

User groups may be created as required to enable different levels of access to specific resources in Orgvue

View User Groups

To view existing user groups:

Select the User groups from the Users List
The existing user groups will be shown
The email of the members of group will be shown
If group contains more than one user hovering the mouse over the number hyperlink will display a pop up with list of group members

Create User Group

New User Groups are entered as text strings into the User Groups field on a users account details while existing User Groups may be assigned to a User by selecting from the dropdown list To create a user group and add it to an account:

Select Edit on user dashboard
Select User groups
Enter the new user group into the User Group field and press enter or select from an existing User Group in the dropdown

User Management