User Management

Version

Function introduction

The decision-making platform has a set of user information built-in, including basic user information, user's department position, user role, and platform user.

The administrator logs in to the decision-making platform and clicks Management >User, and 4 Tab pages appear: All Users, Institutional Departments,Roles, and Platform Users. As shown below:

There are three methods to add users in the platform:

Note: The initial password of the built-in user is 123456

Institutional department is the departmental management of the company. Departmental management includes Institutional department management, Position management and User management.

Note: The department, job title, and users under the job title generated from the server data set 'Synchronized users' do not support editing.

Department management

In theDepartment List, select a department and click theAdd button in the upper right corner to add a sub-department, as shown in the figure below:

Department edit user

In the report project after version 10.0.14, the administrator can bind specific users to each asynchronous department.

Select a department other thanAll Departments, clickEdit User in the upper right corner, and the personnel management dialog box will pop up, as shown in the figure below:

The administrator can add or delete users under the department, and support one-key selection and one-key clearing, as shown in the following figure:

Click Unselected User to switch to Selected User

ClickSelected User to switch to Unselected User

As shown below:

Note:  Add multiple users to a department at a time.

Select a department, you can view the users under that department in the user list.

Note: Users in 'Department>Title' and users in' Department>Sub-department' are not displayed here.

Position management

Select a department, click theEdit button in the upper right corner of the Position List, and theEdit Positionpop-up window will pop up, where you can add, delete, or modify positions for the department. As shown below:

The checkbox is the position generated by Import User, which can be checked and added as the position of the department. The job title generated bySync User does not support checking.

You can quickly find the job title generated byImport User in the search box. If the position does not exist after searching, you can click theAdd button to add it.

Position editing user

The administrator can bind specific users for each job.

Select Department > Position, clickEdit User in the upper right corner, and the personnel management dialog box will pop up, as shown in the figure below:

Administrators can add or delete users under their positions, and support one-key selection and one-key clearing, as shown in the following figure:

Click Unselected Userto switch to Selected User

Click Selected Userto switch to Unselected User

As shown below:

Note: You can add multiple users to a position at one time.

Roles includeRole management andUser management.

Note: The roles and users under the roles generated from the 'Sync User' in the server data set do not support editing.

Role management

Under the RoleTab page, click theAdd button in the upper right corner of the Role List to add a role to the system, as shown in the following figure:

Role editing user

The administrator can bind specific users to each role.

Select a role and click theEdit button in the upper right corner of theUser List, the personnel management dialog box will pop up, as shown in the figure below:

The administrator can add or delete users under the role, support one-key selection, one-key clearing, and support to filter personnel based on department and job title, as shown in the following figure:

Click Unselected User to switch to Selected User

Click Selected User to switch to Unselected User

The report project after version 10.0.13 supports adding users in batches for the built-in roles (roles added in the non-synchronized user process).

Click the Bulk Add button, enter the user name in the pop-up box, separate each user name with',', click OK, as shown in the following figure:

1. All added successfully

If all users are added successfully, it will prompt X users added successfully, as shown in the figure below:

Note: If the user name is repeated, it will be regarded as the same person, and the deduplication calculation will be performed when the user name is added successfully.

Users who have been added to the role will still be counted if they are added again during the batch adding process.

Users who successfully added roles are automatically moved from Unselected Userto Selected User, as shown in the following figure:

2. Not all added successfully

If the following conditions exist, the addition may fail:

Usernames that do not exist on the platform cannot be added. Sub-administrators cannot add user names that are not in the management scope.

If there are spaces before and after the delimiter ",", the spaces will be automatically removed and the user name will be matched. If there are spaces at the beginning and end of the actual user name, the match cannot be successfully matched and the addition fails.

If the finedb database type is DB2, MySQL, SQL Server, and there is a space at the end of the actual user name, the user can still be matched successfully when the user is added, and the addition is successful.

If there is a "," in the user name, it will be treated as a separator and separated into two users. If these two users do not exist in the platform, the addition fails.

If there are users who failed to add, it will promptX users  added successfully, X users added failed. Check the detailed information to find the specific user names that have not been added successfully. As shown below:

Note: Duplicate user names are regarded as the same person. Perform de-duplication calculation when adding success/failure.

Users who have been added to the role will still be counted if they are added again during the batch adding process.

Users who successfully added roles are automatically moved from Unselected User to Selected User, as shown in the following figure:

Set User Type

In the corresponding platform system, you can edit and select users who can view the platform.

TakePC User as an example, clickEdit Userin the upper right corner, as shown in the figure below:

OpenUser Restriction  and select the corresponding users, as shown in the figure below:

Note: If the platform system is not registered, the display is unlimited.

Effect preview

If the user is not in the corresponding list, he cannot log in to access the platform system.

Alice user is enabled, but not in the Platform User, when logging in to the platform, he does not have permission to log in and access the platform, as shown in the following figure:

Shutdown restrictions

1. For the system before 10.0.17, if the User Restriction is turned off, all the previous settings will be cleared. The next time the restriction is turned on, the settings need to be reset.

2. For systems after 10.0.17, the settings will not be cleared.

After closing the Platform Users restriction, there will be no restrictions on platform users.

After the Platform Userrestriction is turned on again, if the User Restriction has been configured before, it will be automatically retained.