Users, Roles, and Groups

The System Admin > Users tab (visible to users with Admin and Account Admin roles) lists all users in your account.

Figure 9-13 Users and Groups

Each user is assigned one of the following roles:

 User—Has the ability to view results and uploaded device screenshots and video, view individual usage history, change his/her own password, make device reservations, search for and request that additional devices be added to packages, report an issue, and access documentation, support, and community forums.

 Admin – In addition to the functions of a regular user, has the ability manage users and groups and adjust package usage allowances for each user. Admin users can see the System Admin tab.  Account Admin – In addition to the functions of regular and administrative users, has the ability to

view overall usage history in the account, change primary user information, and change authentication requirements for users. Account admins can see the My Account tab.

Users can be assigned to groups, which are used to control access to device packages. Project permissions

in DeviceAnywhere Studio may also be assigned on the basis of groups.

This section describes viewing user and group information (including sending messages), managing users, and managing groups.

9.2.2.1 Viewing Information

Click a user Email to view a snapshot of the user profile. You cannot edit user information in this mode. The user’s name and contact information are displayed, along with role and any groups the user is assigned to.

Figure 9-14 Viewing User Details

Click OK to return to the default view of the Users tab.

Click Send Message at the top-right corner of the Users tab to send a message to all users currently logged in to DeviceAnywhere Studio.

Figure 9-15 Sending a Message to Studio Users

Users logged in to Studio see the message appear in a pop-up dialog box. Figure 9-16 Message Sent by Administrator from TCD Portal

Click a group Name in the Users tab to view a snapshot of the group. You cannot edit group information in this mode.

The group’s members and assigned packages are displayed, along with details of group creation. Figure 9-17 Viewing Group Details

9.2.2.2 Managing Users

To create a new user:

1 Click Add User at the top-right corner of the page.

The form for creating a user is displayed.

2 Fill in the following form fields as shown below:

Control/Field Sub-Field Description

Email Enter email address—this is used when emailing results to the user or for responding to support tickets submitted.

Control/Field Sub-Field Description

First Name Enter first name—this is displayed in Studio and the portal when the user logs in.

Last Name Enter last name—this is displayed in Studio and the portal when the user logs in.

Contact Phone Enter a contact phone number.

Role Select Account Admin, Admin, or User from the drop-down list.

Access Locked User’s access to the system is locked.

Unlocked User can log in to Studio as well as the DeviceAnywhere TCD Portal.

Password Auto generate

password Select to have an auto-generated password emailed to the user. Define

password Select to define an initial password. Enter (Password) and confirm (Confirm Password) a password for the user.

Change password next login

yes User will be required to change the password after logging in for the first time.

no User can continue to use initial password.

Time zone Select from the drop-down list provided; used to report login and script execution times.

3 Optionally, assign the user to groups. Use the directional arrows provided to move groups from the Not Assigned to the Assigned pane.

4 Save your changes.

Click Edit next to a user name to change user information. You can edit all fields except the email address associated with the user account.

Figure 9-18 To Edit User Information

Click Delete next to a user name to delete the user account. Click OK in the dialog box that appears to confirm your selection.

9.2.2.3 Managing Groups

Users can be assigned to groups for controlling access to device packages. Groups may also be used in Studio as the basis of project read and write permissions.

By default, each customer account contains the Default User Group (with no members). Groups are created, edited, and deleted from the Users tab.

To create a new group:

The form for creating a group is displayed.

2 Fill in the following form fields as shown below:

Control/Field Description

Name Enter a name for the group—use a name that identifies it, e.g, Admin Users.

Description Describe the purpose and user profile of the group.

Time zone Select from the drop-down list provided.

3 Select Users—use the directional arrows to move users from the Not Assigned to the Assigned pane. 4 Assign device Packages to the group—use the directional arrows to move packages from the

Restricted to the Allowed pane. 5 Save your changes.

Click Edit next to a group name to change information. Figure 9-19 To Edit Group Information

Click Delete next to a group name to delete the group, and then click OK to confirm your selection.