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<< Click to Display Table of Contents >> Navigation: CloudNine Explore Web > Administering CloudNine Explore Web > Managing Accounts |
When you are create a new account, you assign the user a role. The role determines the kind of activities the user can engage in.
You also assign an authentication method to the user. Authentication can be set up to use Microsoft Active Directory or CloudNine™ Explore Web. For more information, see Authentication Methods. No matter what the authentication method used, user actions in CloudNine™ Explore Web are logged in the EDAUserAudits table in the EDA_Management SQL Server database.
If you are signed in as an administrator, you can delete any account except for the one you are currently using.
Starting from the Administration page:
1.In the Administrators section, click Create New. The Create Administrator page displays.
2.Fill in the form:
Field |
Description |
|---|---|
Account Type |
•CloudNine™ Explore Web Account - using this option, the new administrator or any other CloudNine™ Explore Web administrator can change or reset the password. •Active Directory Domain Account - using this option, the new administrator will use their existing domain account user name and password. This option is only accessible if Active Directory login is enabled in CloudNine™ Explore Web. For more information see Authentication Methods. |
Username |
Enter the Username for the new administrator account. The Username is not editable after the account is created. If Account Type is Active Directory Domain Account, the Username is not editable within Explore Web. |
First name |
Enter the First name for the new administrator account. This can be edited later. If Account Type is Active Directory Domain Account, the Username is not editable within Explore Web. |
Last name |
Enter the Last name for the new administrator account. This can be edited later. If Account Type is Active Directory Domain Account, the Username is not editable within Explore Web. |
Email address |
Enter an Email address associated with the new account. If Account Type is Active Directory Domain Account, the Username is not editable within Explore Web. |
Assign Password and Re-type Password |
You can click GENERATE PASSWORD to have Explore Web generate a random password for you. Be sure to save the password to communicate to the new administrator. Otherwise type a password in the Assign Password and Re-type Password fields. The password must meet these requirements: •Must be at between 8 and 128 characters, including spaces •Must contain at least one number •Must contain at least one special character: ` ~ ! @ # $ % ^ & * ( ) - _ + = [ ] { } | \ / : ; " '< > , . ? •Must not contain the user name or e-mail address If Account Type is Active Directory Domain Account, the password fields are not editable within Explore Web. |
Require password change at next login |
If selected, the new administrator must change their password when they log in. |
Require password change at 90 day intervals |
If selected, the new administrator must change their password every 90 days. |
Expires/Deactivates on |
If selected, the account password expires and account deactivates when the date is reached. To use the account again, an administrator must reactivate the account and create a new password. |
Status |
If Active is selected, the account will be ready to use immediately after it is created. |
3.Click CREATE ADMINISTRATOR. The account is created.
Starting from the Administration page:
1.In the Users section, click Create New. The Create User page displays.
2.Fill in the form:
Field |
Description |
|---|---|
Account Type |
•CloudNine™ Explore Web Account - using this option, the new administrator or any other CloudNine™ Explore Web administrator can change or reset the password. •Active Directory Domain Account - using this option, the new administrator will use their existing domain account user name and password. This option is only accessible if Active Directory login is enabled in CloudNine™ Explore Web. For more information see Authentication Methods. |
Username |
Enter the Username for the new account. The Username is not editable after the account is created. If Account Type is Active Directory Domain Account, the Username is not editable within Explore Web. |
First name |
Enter the First name for the new account. This can be edited later. If Account Type is Active Directory Domain Account, the Username is not editable within Explore Web. |
Last name |
Enter the Last name for the new account. This can be edited later. If Account Type is Active Directory Domain Account, the Username is not editable within Explore Web. |
Email address |
Enter an Email address associated with the new account. If Account Type is Active Directory Domain Account, the Username is not editable within Explore Web. |
Client |
Select from the clients listed. Click Select All to add the user to all clients. |
Assign Password and Re-type Password |
You can click GENERATE PASSWORD to have Explore Web generate a random password for you. Be sure to save the password to communicate to the new user. Otherwise type a password in the Assign Password and Re-type Password fields. The password must meet these requirements: •Must be at between 8 and 128 characters, including spaces •Must contain at least one number •Must contain at least one special character: ` ~ ! @ # $ % ^ & * ( ) - _ + = [ ] { } | \ / : ; " '< > , . ? •Must not contain the user name or e-mail address If Account Type is Active Directory Domain Account, the password fields are not editable within Explore Web. |
Require password change at next login |
If selected, the user must change their password when they log in. |
Require password change at 90 day intervals |
If selected, the user must change their password every 90 days. |
Expires/Deactivates on |
If selected, the account password expires and account deactivates when the date is reached. To use the account again, an administrator must reactivate the account and create a new password. |
Status |
If Active is selected, the account will be ready to use immediately after it is created. |
Case Access Level |
Options are: Standard Access and Read Only Access. |
3.Click CREATE USER. The account is created.
Starting from the Administration page:
1.Click Manage in either the Administrators or Users section, depending on the user you want to delete.
2.Select the specific user you want to delete from the user list displayed.
3.At the bottom of the User Information page, click DELETE USER or DELETE ADMINISTRATOR. A confirmation dialog displays.
4.Click DELETE USER or DELETE ADMINISTRATOR. The administrator/user is deleted.