Overview
User is a special Attribution Type defining who is allowed to log on to PDA Professional. Role describes the profile of a User and assigns what rights and privileges that user will have in the system. This document explains how to manage users and assign them to Roles.
To access the list of Users choose the Tools tab and then Management Console from the main menu. Then choose Security->Users from the folder items list.
Popup Menu Options
▪Add: Use this option to create a new user.
▪Edit: Use this option to edit an existing user. Also can be done by double-clicking on the user.
▪Delete: Use this option to deactivate a user. When a user is deactivated it is not deleted permanently, but just moved to the '(Deactivate)' Attribution Type. To delete the user permanently it needs to be deleted from '(Deactivate)' Attribution Type. When a user is deactivate its username is dropped, hence if that user is restored, its username needs to be created again.
▪Replace and Deactivate: Use this option to replace a new user with another Attribution Type e.g. if a user 'Joe Smith' had the same properties as a new user 'Robert Whang' you can replace him and deactive the old one instead of creating it from scratch. Once deactivated make sure you edit any of the properties in the new object that are likely to be different e.g. username.
▪Refresh: Use this option to refresh the list of objects.
▪Reset Password: User this option to change the password for a User, if he has forgotten it. When a User is created the first time, his password is same as the username. When first logging on to the system, the user will be prompted to change the password. This option should be used only when the user has forgotten their password, the user can change the password on his own from the logon dialog.
Managing User Dialog Tabs
Managing User dialog has 2 tabs:
General Tab:
|
▪Username: Enter the name, the user will use to log to the system. Username should not have spaces or special characters. It is recommended that username to be same as the one a user might use in your organization for other systems. If no username is specified, the User will not be able to log on the system.
▪
▪Default Facility: Default Facility is automatically populated at the time of data entry. Default Facility can be specified for a Role or a User here. If a different default Facility has been defined for the User and the Role (whom this user is part of), the User's default facility will take precedence.
•
Roles Tab:
Select the Roles you want this user to be part of. The User assigned to a Role will inherit the rights of that Role. To understand default and multiple Role assignment read User.