Users

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

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Selecting the Users icon displays the users list containing:

  1. Email Address
  2. Platform Roles
  3. User groups
  4. Current Status: Set as either Active or Inactive based on value of Enabled boolean property
  5. Expiry Date
  6. Hidden Features
  7. Additional Properties
  8. Edit Users*
  9. Delete User*
  10. User Visibility*
  11. Manage all users options
  12. Add users options

* 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:

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  1. Email address
  2. Roles - all accounts require the Platform Role of either user or admin in addition to any custom roles. See Roles for more detail
  3. Enabled – dropdown option to set user as Active or Inactive
  4. Expiry Date – ability to set a future date to expire user account
  5. 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
  6. Next to progress to the user visibility screen

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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 either select the Copy button on the user dashboard

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

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

The user visibility screen contains

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  1. Details of features disabled in Workspace and Settings
  2. 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

Upload User List

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:

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  • 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

    Optional columns (maybe blank in upload file):

  • D. ExpiryDate in the format DD/MM/YYYY

  • E. TokenAccess with valid values of either TRUE or FALSE

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, .xlsb or .xlsx format

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

Select Next to move to Edit Details screen

Edit Details

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  1. Select operation for the file being uploaded:
    • A. Merge: Merge the uploaded data into the target dataset, preserving all other data
    • B. Merge and replace: Merge the uploaded data into the target dataset, deleting rows in the target dataset not in the uploaded data
    • C. Replace: Replace the target dataset with the uploaded data, deleting the rows and clearing columns not in the uploaded data
  2. If file contains more than one sheet the required one may be selected
  3. The detail from the uploaded file will be displayed showing the number of properties and users in the upload
  4. Click Next to continue

User Visibility

  1. Uncheck any features to be hidden from users
  2. Uncheck any Dataset types to be hidden from users

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For further detail see Feature Access Control

Edit Users

Edit single User

To edit an existing user either:

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  • 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:

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  1. Role
  2. Enabled dropdown selection
  3. Expiry Date
  4. Any additional Properties

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:

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  1. Select the users to edit
  2. The number of users selected will be displayed
  3. Select the Edit button
  4. This will open the side panel to allow you to edit:

  5. A. Role

  6. B. Enabled
  7. C. Expiry Date
  8. D. Additional Properties

Edit Multiple Roles

To edit multiple users Roles:

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  • A. The Role tab is highlighted
  • B. The text box allows the entry of the required Role
  • C. The buttons enable the choice of action for the entered Role:
    • a. Add: Add the Role(s) to all selected users
    • b. Replace: Replace existing Role(s) with the new Role(s)
    • c. Delete: The entered Role(s) will be removed from all selected users
  • D. The Roles held by each user are shown and may be edited individually if required
  • E. The number of users affected by all changes are shown
  • F. The number of properties edited for users

Edit Enabled Switch for Multiple Users

To edit the Enabled switch for multiple users:

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  • A. The Enabled tab is highlighted
  • B. Selecting or deselecting the Replace for all selected box will set the Enable switch on or off for all selected users
  • C. Individual users may be selected or deselected
  • D. Any changed users will show a green icon
  • E. The number of users affected by all changes are shown
  • F. The number of properties edited for users

Edit Multiple Expiry Dates

To edit the expiry dates for multiple users:

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  • A. The Expiry Date tab is highlighted
  • B. Clicking the select date window will open a date picker window
  • C. The required Expiry Date can be selected from the calendar
  • D. Selecting the Replace button will apply the entered to to all users
  • E. The Clear all button can be used to remove expiry dates from selected users if required
  • F. Dates for Individual users can also be entered

Edit Additional Properties

Any Properties added to the Users dataset may also be edited for multiple users using a similar process

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  • A. Additional Properties will appear after the mandatory Properties in the list
  • B. Enter the text into the Replace for all selected window
  • C. Select Replace to add the text to all users
  • D. Clear all will clear the property for all users

Delete a user

WARNING this action cannot be undone

To delete a user account either:

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

or

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

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:

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  • 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 screen by selecting the Property Manager button

This will open the Users Property Manager which has the same features as the Dataset Property Manager

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  • A. Edit existing property
  • B. Duplicate existing property
  • C. Delete existing property
  • D. + Add Property

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:

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  • 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

An additional standard role exists surveyAdmin which may assigned in addition to the standard user role to allow access to the Survey Admin application

Custom Roles

In addition to the standard roles that exist, further custom roles may be created as required to enable different levels of access to specific resources in Orgvue

Custom roles are entered as text strings into the Roles field on a users account details, and accounts may be assigned many custom roles to allow for different access requirements

To create a custom role and add it to an account:

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  1. Follow the steps to Edit a User
  2. Enter the role into the Roles field and press enter

Repeat these steps to add the Role to other accounts as required

In this example the two user accounts highlighted have had the Role Project added to their account in addition to the default Role User

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This will allow permissions to be given for a resource for this role to provide the specified access for the two accounts shown

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e.g. adding the role project to the Update permission for a dataset would enable any accounts with the role project to edit the dataset

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