Manage Users

Type: User Documentation 23-Oct-2020 | Modestas Dromantas

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Managing Users from the Windows Client

Manage Users form specifies information about the user. It contains user personal information, group memberships, activity log, error log, task filters and start up forms. The Manage User option is available to administrators in the top menu of the Windows Client (CR3).

Creating a New User

To create a new user, open the Manage Users form and click on the “Create New User” button in the taskbar on the top.

Type in a Login, First Name, Last Name and Password in the dialog box and click OK. Check "User must change password on login" checkbox if you want that newly created user changed password on next login.

Now you need to set a User Mode. If user mode is set to Production, only objects (forms, reports) that are deployed to Production will be available for the user. A Test user will get new objects as soon as they are deployed to Test. If User Mode is set to Development, the user will be able to enter the database container, and he will be able to download an object that’s in “Development” state.

Next, you will need to give the user access to the correct role. Open Roles/Domain Membership tab and add the applicable roles to the list.

To only show groups that the user has access to uncheck the “Show Memberships Only”. You may limit the list of available groups by selecting domain or group from the drop-down lists.

Copy Role/Domain Membership from Existing User

You may copy Role/Domain membership from existing users by clicking Other Tasks in the taskbar and choosing Copy Role/Domain Membership from Existing User.

Select user to copy role/domain membership from in the dialog box and click OK.

Confirm the operation.

Delete Role/Domain Memberships for This User

Delete Role/Domain Membership for a user by clicking “Delete Role/Domain Membership for This User” in the “Other Tasks” menu in the taskbar. Next, you have to set domain for a user.

Set Domain

Different sets of data are separated using “domains” (typically representing projects). On standard reports a user will only see data from his current selected domain. However, reports that retrieve data from several domains may also be made available.

A domain, could for example, be a company in an accounting database or a project in a Pims database.

To set domain for a user, click Set Domain in the taskbar.

Choose the domain in the dialog and click OK.

Now a user is fully created.

Disable User/Enable User

Disable User removes the database user and server login, but leaves the user record in stbl_System_Users table as an expired user.

Enable user will create a server login and a database user also updating the record of the user in stbl_System_Users as not expired user.

Remove User Account

Deletes the user from stbl_System_Users table.

Create Mail Box

If the AppFrame database includes functionality for sending e-mail, you might need to create a mailbox for the user.

To create a mail box click Other Tasks and choose Create Mail Box in the taskbar.

Type in E-mail address and click OK.

Re-create User

Re-creates the user.

Add Extended User Permissions on the Server

It is possible to add additional "Appframe Developer" and "Security Administrator" permissions for a user on the server.

Note! Only user with securityadmin or sysadmin privelegies could perform this action.

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