Set up new users and administrators using the User manager. You can also delete and amend existing users.
What is user management
The principle behind the user management is simple:
Administrators are able to view and manipulate all schedules
Users can only see and manipulate schedules they have created.
Create Group policies to determine what user can/cannot access in CRD
Determine if a user has access to CRD's Web interface
How to set up a user
Add User: Click on the Add User button to show the new user screen.
First Name: Enter the user's first name
Last Name: Enter the user's last name
User ID: Enter a suitable username for the user
Password: Enter a password for the user
Security Role: Select a security role
Apply: Click Apply to create the new user.
Logon Automatically: When this option is checked, CRD will always logon using this user's credentials. When CRD starts, the splash screen will show this user and the system will automatically log in after 10 seconds. You can interrupt the automatic logon process by typing in a different username and password and manually log on as a different user.
RIA Access Enabled: Enables this user to use CRD's Web interface. Please make sure you have an open "seat" for the user.
Assigning schedules to a user
Select the user from the list in the left hand pane
Assign Schedules: "Click the Assign Schedules" button
Select the schedule or folder from the left hand pane and assign it to this user by clicking the "Add" button.
Amending a user's details
To amend a user's details
Click on the user
Select "Edit User"
Overwrite the existing details with the new details
Deleting a user
To delete a user
Click on the user
Click the "Delete User" button
CRD comes with the Administrator and User security roles. Roles help you to easily manage which functionality is available to people who will be using CRD.
You an create new roles by creating groups.
Click Add to create a new group.
Creating a New user Group
By placing users into different groups, you can determine what they can and cannot access in CRD. Restrict access to certain functionality, activation/deactivation and even assign blackout times.
Group Name: This is the name of the group.
Description: You can add a description for the group here.
In the Permissions Tab, you can then specify access to system features such as operational hours, or the options menu. Check the boxes to indicate whether the group has access to these features.
You can also restrict what destinations the group has access to.
Allow all destinations: This group can access all destinations.
Only allow certain destination types: Check the boxes to indicate which destinations the group has access to.
Only allow assigned default destinations: Use only default destinations (created in the Options menu) and assign them to a specified group as shown below. See: Default Destinations
*HINT: Pre-create destinations in this manner and assign these destinations to the specific group. Perfect for avoiding giving out sensitive logon information such as FTP or SharePoint site info.
Set Blackout Times to prevent users from scheduling reports during a certain time frame. Use Operational Hours to build time frames.
Finally, you can set access options for custom tasks.
Allow all Custom Tasks: all users in this group can use custom tasks.
Allow Certain Custom Tasks: Specify which task types this group has access to.
Assign to a Group
You will now be able to assign new and existing users to the newly defined security role as below.
Windows Authentication allows you to use Windows Authentication to log in to CRD. This can help save time in creating new users for CRD. Security roles created in CRD can also be applied to users under Windows authentication.
To enable Windows Authentication check the box in the lower left hand corner of the User Manager
Add User: Add Active Directory users as CRD users.
Domain Name: enter the domain name.
Group Name: You can select from the dropdown list the group where the user(s) are located.
Add the entire group: All users in the user group will be added to CRD. *Note: users added in this manner WILL NOT be displayed as individual users in the Users list in the User Manager.
Security Role: Assign a CRD specific group to the user. The user will then take on the permissions allotted in the user group. User Groups can be created in the Groups Tab.
RIA Access Enabled: allow this user to access the Web interface. If you have added an entire Active Directory Group, then all members of this group will have web access.
Assigned Schedules: Assign schedules to the added user/group. Learn more about assigning schedules near the top of this topic.