TECH SUPPORT

Managing Groups and Members

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Managing Groups and Members

This section will cover how to create and manage groups as well as create and manage members.

 

Creating a Group

 

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Groups define where reports will belong as well as which users will have access to a report.

 

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Click on "Add New" to add a group.

 

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Group Name: Name the Group.

 

Description: Add a description for the Group.

 

Click Submit to add the group, or Cancel to be returned to the main screen.

 

You can edit groups at anytime by clicking on edit/delete:

 

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Edit: Change a group's information

Delete: Delete the selected group from CSSPortal.

 

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Creating a Group (Using active Directory Groups)

Using Windows integrated authentication, you can create groups in CSSPortal. Groups determine access to specific reports. A user can only view/run reports for a group they are a member of. To add a group using Active Directory, go to the 'Members' section of the main menu, then select 'Add AD Group.'

 

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When adding an AD group, any users within the group will be given access to CSSPortal. You will not need to add them individually as users. Enter your Domain in the 'Domain' field. Clicking 'Load Groups' connects CSSPortal to your domain and displays a list of groups in your AD environment. Select the AD group you wish to add.

 

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Define the Group's security role (in CSSPortal) and a description. All users in this AD group will have this security role in CSSPortal. Click done to add the group.

 

In the Groups/Users management screen, you will see the Active Directory group you have added, along with the users within the group. As new users are added to the AD group, CSSPortal will automatically recognize these users.

 

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If there are certain users you DO NOT want CSSPortal access, you can un-check the 'Enabled' box. This denies the AD user access to CSSPortal even if they have group membership.

 

When adding groups to CSSPortal please note:

 

  • Users in a group cannot be managed individually. All users will have the same Role in CSSPortal.

  • If you wanted to use user default settings (Database logins, report parameters) you will need to disable the user's access at a group level, then add the user individually as an AD User to CSSPortal.

Adding Members or Users (CSSPortal Authentication)

 

Members are users that have access to CSSPortal. Their group membership determines which reports they have access to.

 

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To add a member, click on Add User. Configure the User's user name and password.

 

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Enter the User's information.

 

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Security Role: Determine whether the user will be a "User" or an "Administrator."

Administrator: Can add users to the Portal, add Reports, and see multiple group's reports.

User: Can view cached or live reports, can run reports based on prompted parameters.

 

Group Name: Assign the user to a group. Users can only see reports of groups to which they have membership.

 

Adding Members or Users (Active Directory Authentication)

You can also add users to CSSPortal using Windows integrated authentication. In the members section, select 'Add AD User.'

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Enter the first and last name for the user. In the 'Domain Name' field, enter your domain. CSSPortal will need to be on this domain as well. then enter the name of the user in the 'username' field.

 

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Select the user's role (this is CSSPortal specific) and assign them to a group. Users can only view or run reports in a group they belong to. Click update when you are done adding the user.

 

This also supports Single Sign on for all modern browsers. If a user is logged in to a machine using their windows password, CSSPortal will auto-authenticate when they visit the system site.

 

Editing Members

 

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Members can be edited as well. Click on Edit/Delete in the main menu.

 

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Users Can be edited or removed here.

 

User Level Defaults

Users can have different defaults that affect the way they run a report. Any settings indicated at a user level will override any settings created at the group/report level.

 

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To edit user defaults, you will first need to save the user, if the user is being created for the first time. To add/edit a user's default credentials click the blue arrow under 'user defaults.'

 

User Default Database Credentials

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Using this option you can specify database authentication settings for your reports at a user level. When a user runs a report, the report will automatically use the user's settings instead of the authentication settings specified in the report instance.

 

User Level Parameter Defaults

This enables you to control parameter values that are visible to users at runtime. This is discussed in greater detail in other sections: Custom Parameters - User level

 

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