Creating User Login Accounts and Assigning Profiles

To give users access to ICPAM functionality, create a login account and assign one or more access profiles to the username.

Step 1  Choose the Users > Logins commandThe resulting Logins main window lists all the user names in the system.

logins.jpg

 

Step 2            Click the toolbar button corresponding to the task you want to perform:

   •   To add a new login, click the Add button.

   •   To modify an existing login, select its entry in the table, and then click the Edit... button.

   •   To remove an existing login, select its entry in the table then click the Delete button.

The remainder of this procedure demonstrates how to add a new login.

Note      You cannot modify most of the properties of the cpamadmin login.

Step 3    On the General page, define the basic properties fields on this page.

add_login_general.png

 

The following table  describes the field properties.

Note      The Username, Password, and Confirm password fields are required.

Field

Description

Username

Required. The username of the login.

Password

Required. Password to access the system.

Confirm password

Required. The value must be entered exactly as it was in the Password field.

Location

This field specifies the login location of a user. Each login location can be accessed only by users belonging to that specific location.

Assigned to

The personnel record the login is assigned to.

If the login is for an operator already entered in the Personnel module, click the Select... button. For more information on adding personnel to the system, see System Configuration Settings.

Validity

 Active or Inactive. Only active accounts can access the system.

Effective

The beginning date the user can log in. If left blank, the user can log in immediately.

Time

The login time of the user.

Expires

The day the login expires and access is denied. If left blank, access is allowed indefinitely.

Time

The time the user login expires.

Site

Read-only. A site is a single instance of a ICPAM database.

Comments

Comments or notes about the login.

Step 4            To create a new location-restricted user profile, perform these steps.

a.  Click on the Profiles item in the left pane.

add_profile_to_logins.png

 

b. To create a new profile, click the New... button.

The Add Profile dialog appears.

04_users_cpam00034.jpg

 

c.  Create a new profile as explained in Defining User Profiles for Desktop Application Access.

d.   Click Choose to associate the profile to a specific location in the location hierarchy.

e.  Click Save and Close to save the new profile and close Add Profile dialog box.

f.   Back in the Add Login dialog, click Save and Close to save the new login and close that dialog.

Step 5            To verify the changes, log off and then log in with the new username and password. Verify that the appropriate devices are populated for this location-restricted user.

 

See also:

Additional Information

Configuring User Access for the ICPAM Desktop Client