Home > EMResource > Users > About Users

About Users

User administration includes creating and maintaining user accounts and determining each user's levels of access. A user account allows an individual to log in to EMResource, view status and event activity, and update information for their particular resources.

Users range from those who need minimal access in order to view an event to administrators who initiate events, set up various elements within the application, manage questionnaires (forms), and more. In some cases, a user account is generic in nature, allowing more than one individual to use the same credentials to log in to the system.

Refer to the following sections for information on user profiles, rights, and more.

Refer also to About Roles.

If you are the region administrator, you can also make a user a resource administrator, allowing them to manage other users at their resource.

Users List

Authorized administrators can access the Users List, which provides easy access to user profiles and maintenance tasks, such as resetting the user's password.

userslist.png

The list includes each user's user name, full name, and organization, as well as the date and time that user last logged in to EMResource.

Use the list's Search feature to quickly locate the user account you want to work with. You can also use this feature to locate users who have no role assigned. This can occur when a role is deleted without first removing users from it. Once you find the account, you can then use the edit function to assign one or more roles to each user.

From this list, you can do the following:

  • Click print to generate a printer-friendly copy of the users list.

  • To generate the users list in a spreadsheet or comma-separated value (CSV) format, click export.

Profile

A user's profile defines the user's:

  • Name and contact information

  • Role(s) - grants a predefined set of rights

  • Access to Views in this region and in other regions; being allowed to view other regions may be particularly appropriate for those along regional borders

  • Access to (and level of access for) resources

  • Access to notification preferences

You can specify that the user can only view the resource, or allow the user to update the resource's status and/or run reports. The user's access to a sub-resource is inherited from the parent resource. Refer to Access to Resources for more information.

Note the following as you create and maintain user accounts:

  • Usernames (User IDs) must be unique. To check whether this ID is already in use, click Check Username.

  • The password must have at least six characters and include at least one number. Spaces are not allowed.

  • If you want to enter multiple email or pager addresses, separate them with a comma (,) character.

  • The user's Default View is the first page the user sees when they log in to EMResource. The view is also the first option in the user's View menu.

  • In the Resource Rights section, you can search for specific resources by using the search criteria at the top of the section.

  • If you grant a user the right to view a resource, by default the user can view all of the resource's status types as allowed by that user's assigned role(s). Use these steps to remove access to status types.

  • By default, the new user is assigned your region's default role and has viewing rights for every resource in the region default view. As you work with the user account, you can change these settings.

You can also deactivate a user's account.

Rights

A user's rights control and manage the user's access to features and functions in EMResource. User rights are typically grouped into roles, though rights can be managed at the individual user level as well.

Users you create or import are automatically assigned your region's default role and, thereby, the rights associated with it. These users also have viewing rights for every resource in the region default view. As you work with the user account, you can change these settings.

Note: At least one role must be assigned to each user.

When you grant a user from another region the right to log in to your region, they are automatically assigned your region's default role, as well as viewing rights to all resources in your region's default view.

Access to Resources

When setting up and maintaining user profiles and resources, you can set or change a user's access to a particular resource and control the user's visibility into the resource's status types.

Use the check boxes to define the user's access (that is, grant the user specific rights).

useraccess.png

Click the check box in the header to grant that right for all resources. In the example above, the user can view all resources because the check box next to View Resource has been selected. Select individual check boxes to grant a right on an individual user basis. Clear check boxes to remove that right.

Resource Rights

For each resource, there are four user access options (check boxes) you can select, as follows:

  • View Resource

  • Associated With

  • Update Status

  • Run Reports

In the user's profile, select and clear check boxes to add to or change a user's access to a resource; clearing all check boxes removes the user's access to the resource. Refer to the following table for information on the access you can grant through check box selection:

Access

Associated With

Update Status

Run Reports

View Resource

View only

 

 

 

X

Associate with

X

 

 

X

Update status

 

X

 

X

Run resource reports

 

 

X

X

Update status and run reports

 

X

X

X

Associate with and update status

X

X

 

X

Associate with and run reports

X

 

X

X

All access

X

X

X

X

No awareness of this resource

 

 

 

 

A user's rights for sub-resources are inherited from the parent resource. Examples: A user who has been granted view rights to a resource can also view its sub-resources. A user who has been granted the Update Status right for a resource can also update

its sub-resources' statuses.

If you grant Associated With, Update Status, and/or Run Reports rights to a user, you must also select View Resource.

A number of filters are available to you at the top of the Resource Rights section of the Create New User and Edit User pages. In addition to filtering by resource type or searching by name, you can filter the list of resources by the rights you can assign in this section: association with the resource, update status, run reports, view resource, and administer users.

useraccessrightsfilters.png

Control Visibility

If you grant a user the View Resource right for a given resource, by default the user has visibility into all status types for that resource. You can restrict this visibility from the user's profile.

The Refine link appears to the right of the View Resource right.

refinelink.png

Click the link to view a list of status types. Clear a status type's check box to remove this user's right to view it. Select a check box to grant the right to view that status type.

Note: When you create a new user, you assign one or more roles. By default the user has the right to view all status types allowed by their assigned role(s).

Fields and Options

The following table lists and describes user profile elements:

Section

Setting

Action / Description

User Profile

Username

User's unique user ID

 

Check Username

Determines whether the username you entered already exists (new user only)

 

Initial Password

Confirm Password

User's password, and entered again to confirm/verify it (new user only)

 

Full Name

User's full name

 

First Name, Middle Name, Last Name

User's first, middle, and last names

 

Organization

User's organization

 

Contact Phone

User's primary phone number

 

Primary E-mail

User's primary email address

 

E-mail Addresses

User's other email addresses

 

Text Pager Addresses

User's text pager(s)

 

Administrative Comments

Comments from the administrator adding or editing the user profile

 

User Status

Status of the user, such as active or deactivated; a deactivated user does not have access to the application (existing user only)

User Type and Roles

User Has Role

Roles (with specific rights) that are assigned to this user

 

User Can Assign Role

Roles the user can assign to other users

Views

Default View

User's default view; this is the first page the user sees after they log in to EMResource

 

Views in This Region

Region views this user can access

 

View Other Regions

Views of other regions (read only) this user can access

Resource Rights

Filters and Search

Fields you can use to filter the list of resources and/or to search for specific resources

 

Access to resources

Select zero or more of the following access rights for each resource:

  • Associated With

  • Update Status

  • Run Report

  • View Resource

If one or more of the first three rights are assigned to the user, that user must also be granted the View Resource right.

By default, a new or imported user has viewing rights for every resource in your region. Therefore, the View Resource check box for each resource is selected. As you work with the user account, you can change these settings.

 

Refine

Restrict the user's access to status types for this resource

User Preferences

User Preferences

Links to the user preferences pages:

General notification preferences

Advanced Options

Various rights

Additional User Rights

You must to post a comment.
Last modified

Tags

Classifications

This page has no classifications.