Clicking on a user name in the Manage Users screen will open the User Details screen where existing user accounts can be maintained.

Profile

In the Profile tab, we can change a user’s first name, surname or email address or click on Deny to disable the user account. The system also uses this tab to display the last login time, the last time the account unsuccessfully attempted to login and the reason for the unsuccessful login.

Security

Administrators can change a user’s password here. The new password is entered in the “New Password” field and then entered again in the “Confirm New Password” field.

Nathean Analytics Passwords must be at least 6 characters long and contain:

  • At least 1 number (0-9)
  • At least 1 lowercase letter (a-z)
  • At least 1 uppercase letter (A-Z

Groups

The groups tab lists all groups the user is a member of. A user can be added to a group by clicking on “Add” and selecting the group you want the user to be a part of. There is also a “Delete” button to remove a user from a particular group.

The “Auth” button allows a user to authenticate against a group. A user must be authenticated against a group in order to login. Each user may be a member of any number of user groups but may only be configured to authenticate against one (which identifies the group from which the user should inherit their authentication settings (i.e. LDAP or Nathean Analytics authentication)

Parameters

The parameters tab lists all User Parameters associated with a user. A user parameter is user specific. It is used to override parameter values in Views / Reports / Spreadsheets. In this tab, User Parameters can be added, edited and deleted from a user.

Notes

An area to store notes about a user. Typically used to detail the reason a “dummy” user has been created e.g. “user created for FTP exports to external organisation ABC”.

Components

The components tab details all components which are considered to be licensed components that a user can access. Depending on the users license there may be limitations on the number of active users that can use a particular component of the Nathean Analytics system. If a component is added to a user but the allowed active number of users for that component has already been reached then an error will be displayed, preventing the addition of components to the user.

Scheduled Export Location

In addition to Email, the Nathean Schedule Service Report Schedule can be configured to distribute reports to users via FTP or a specified Folder Location. Each user can be configured to have different folder locations or areas within the FTP server to save the output to (or dummy users can be created to, for example, determine a location for a set region or department’s reports to be created in).

  • FTP Username – The username of an account with permission to create files on the FTP server.
  • FTP Password -The password for the above account
  • FTP Location – The FTP server details e.g. ftp://servername/mydeptfolder/
  • SFTP Connection – Check to enable SFTP (Secure File Transfer Protocol) if the server to be connected to is configured for this.
  • Network Folder Location – A location on the local intranet where the output should be saved.
  • File Name Mask The File name mask enables the schedule service to dynamically generate file names when exporting a report. This is accomplished by utilising key words to create customised file names:

{REPORT_NAME} – Adds the Report Name.
{YYYYMMDD} – Adds the date the report is sent in the format YYYYMMDD.
{HH_mm_ss} – Add the time the report is sent in the format HH_mm_ss.
{VIEW_ID} – Adds the View ID of the report.
{OBJECT_ID} – Adds the Object ID of the report.
{USER_NAME} – Adds the Username of the user the report is being sent to
{PARAM_NAME} – Adds the View Parameter Value of the report to the file name e.g. {CLIENT} would be replaced by the value used by the CLIENT parameter

Dashboard Attributes

Dashboard attributes can be set for a user to automatically enable carousel mode for them when they login. The interval time can also be set here, that is the time each dashboard will display for before a new dashboard is loaded up

Revision: 5
Last modified: Jun 22, 2020

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