Create User Group
Item | Description |
1. Search | Filter the table by User Group and Hierarchy. |
2. User Group | User group name. |
3. Hierarchy | Hierarchy of the user group. |
4. No. of User(s) | The number of users linked with the user group. Click to access the Users page with the user list linked to the user group. |
5. Action | Edit user group settings. |
STEP 1 - Click on Setting > User Group to access the User Group page.
STEP 2 - Click on + New User Group to access the User Group Settings page.
Item | Description |
1. User Group Name | Enter a preferred name. |
2. Hierarchy | Enter a preferred hierarchy. (Info: Cannot lower than 1 since hierarchy =1 is the DefaultAdminGroup.) |
3. No. of User(s) | The number of users linked with the user group. Click to access the Users page with the user list linked to the user group. |
4. Analytics Manager V9 Portal Access Rights | Tick the preferred accesses allowed for this user group with the preferred action views. |
STEP 3 - Complete the process by entering all the required fields and click on the Save button.
Create User
This sections shows on how to Create User.
Item | Description |
1. Search | Filter the table by Name, Username, Email Address and User Group. |
2. Name | User's display name. |
3. Username | User account's username. |
4. Email Address | User's email address. |
5. User Group | User linked user group name. |
6. Last Login On | User's last login date time. |
7. Action | Edit user settings. |
STEP 1 - Click on Setting > Users to access the Users page.
STEP 2 - Click on + New User button to access the User Settings page.
Item | Description |
1. Display Name | Enter a preferred display name. |
2. Username | Enter a preferred username. (Info: Used to login account.) |
3. Email Address | Enter a preferred email address. (Info: Confirmation email will be sent to the email address.) |
4. Password | Enter a preferred password. |
5. Confirm Password | Enter to confirm the password field entered. |
6. User Group | Select the preferred user group. (Info: If DefaultAdminGroup is selected, the access type is auto-selected to Site Group Level and all Site Groups are selected to allow access) |
7. Language | Select a preferred language. |
8. Default Page | Select the default landing page upon the user login. |
9. Last Login On | Show the user's last login date time. |
10. Site Access Type | Select the preferred site access type. (Info: If DefaultAdminGroup is selected, the access type is auto-selected to Site Group Level and all Site Groups are selected to allow access) |
11. Site Group Dual List (Site Group Level Access) |
Select the list of site groups that allow the user to access. |
12. Site Dual List (Site Level Access) |
Select the list of sites that allow the user to access. |
13. Page Access Dual List | Select the list of pages that allow the user to access. |
STEP 3 - Complete the process by entering all the required fields and click on the Save button.