The first time you access the Concordance Security Console (File > Administration > Security), you will see a default user and another user that are created from the user ID and password of the person first accessing the console. Most often this is an administrator.
Before you set up users in a Concordance database, please consider the following:
•If you are using authentication, you must first set up users in Microsoft Active Directory before adding them as users in a Concordance database and applying security.
•The spelling of the user name must be the same as the user name in the Active Directory.
•Distinct user IDs and passwords need to be the same for each database.
•If you do create new users off a role template, the settings are only duplicated from one tab in the Security dialog box in Concordance. We recommend duplicating settings from the Field rights tab, and then selecting the user’s menu rights on the Menu access tab. The Field rights tab defaults to no rights and the Menu access tab defaults to full access.
•When adding new fields to an existing database after security is applied, you need to ensure that you modify access to the new field for each applicable user already entered in the Concordance Security Console.
•If new users are added to the FYI Admin Console, that have not been added as users in a Concordance database, they automatically receive read-only field rights and limited menu access. We recommend first adding users to a Concordance database. When the database is synchronized in the FYI Admin Console, the user is automatically added to the Users list on the Management tab in the FYI Admin Console. You only need to verify that their permissions and associations are correct, and then enable their user accounts on the Management tab.
•Deleting the default user in Concordance is optional.
If your organization uses FYI Server and FYI Reviewer, be sure to only use single-byte characters when creating user names, passwords, and database names in Concordance.
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The FYI Server and FYI Reviewer do not support user names, passwords, or database names containing characters in Unicode, such as Chinese or Japanese characters. Currently, FYI Server and FYI Reviewer only support user names, passwords, or database names containing single-byte characters, such as English characters. |
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Consider setting up user accounts for each administrator, project manager, CCSA, database administrator, etc., that need access to a Concordance database, then export an administrative version of the .csv file to store those logons separately and import into other databases. When you import the .csv file, ensure that at least one field in the file is the same name as a field in the Concordance database or the import will not work. |
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It is best practice to always export a copy of your security settings each time you update them so you have a current backup copy to reference. Be sure your supervisor or secondary database administrator has access to this file in case of an emergency. |
