The User(s) Trackor® Browser page allows the maintenance of users with Username/password access to the Vizion Platform system.

Configuring the Application Grid

Use View Options and Filters to select the data elements to be displayed on the Users page.

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Adding a User

To add a User click the Add Icon, .  This will open the Add Users Applet to the General Info Tab. When the tab is completed, click Apply and additional Tabs will appear.   

General Info Tab

The General Info tab contains general information about the User.  

General Info Tab Example

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Retrieving User Login Information

Once a user is saved to the system, the following Tabs become available.

User Settings Tab

The User Settings are settings are specific to each user and will not affect anyone else in the system. Initially, User Settings will be determined by the System Administrator. For information about these settings, see Configuring User Settings.

User Notifications Tab

Administrators can see and assign Notifications to users from the Users trackor, in ‘User Notifications’ tab.

Click here for a Video Tutorial on User Notification Tab 

Security Roles Tab

The Security Roles Tab contains all of the Security Roles currently in the OneVizion system. Each Security Role has a checkbox indicating whether or not the user is assigned to that Security Role. If a User is assigned to more than one Security Role, OneVizion combines the Privileges of the Security Roles and uses the least restricted Privilege for each Component. 

For example, if a user is assigned to the Read-Only Security Role originally but is later assigned the Administrator Security Role, that User will be granted full access to all components because the Administrator role has full access. 

To edit a Security Role click the hyperlink of the Security Role. When a Security Role is assigned to a User, the associated checkboxes will be colored blue. To change an assignment check the checkbox and click Apply. To mass assign roles click the Select/Deselect All Icon,, in the column header.

Security Roles Tab

Security Groups Tab

The Security Groups Tab contains a list of all of the Security Groups within the OneVizion system (e.g., Applet, Import, Notification Type, Relation, Report, Rule, Tab, WorkFlow) available for a Security Role.  This is where the Read, Edit, Add and Delete privileges are stored for a given OneVizion object.

When a Security Group is assigned to a User, the associated check boxes will be colored blue. To change an assignment check the checkbox and click Apply. The checkbox will then be colored green indicating it is a User exception. To mass assign an exception click the Select/Deselect All Icon, , in the column headers.  When left unchecked all Privileges assigned and click Apply, the None checkbox will automatically be checked.

Security Groups Tab

To expand a row to view the detailed information of a Security Group click the Expand Information Icon, . To collapse the row click the now blue Expand Information Icon, .

Security Group Details

Filtering for Security Groups

Users may filter for Security Groups and type.

Filter Applet

Restriction Filters Tab

The Restriction Filters tab on the System (Admin) User and Trackor User forms allow the Administrator to quickly see all of the Restriction Filters assigned to the user. The filter name and security role names are hyperlinks in the grid.

Lock Privs Tab

The Lock Privs Tab contains a list of all of the objects that have been designated as Lockable in the OneVizion system available based on the least restricted assigned Security Role for a User.  To edit the object click the hyperlink in the Application Grid.

When a privilege is assigned to a User, the associated checkboxes will be colored blue. To change an assignment by checking the checkbox and click Apply. The checkbox will then be colored green indicating that the privilege has changed. To mass assign a privilege click the Select/Deselect All Icon, , in the column headers.  When left unchecked all Privileges assigned to a component and click Apply, the associated checkbox for None will be automatically checked.

Lock Privs Tab

Filtering for Lockable Trackors

Filter Applet

Trackor Restrictions Tab

The Trackor Restrictions Tab contains a list of all of the Trackor Types in the OneVizion system. Each Trackor Type has a corresponding drop-down which indicates whether or not the Security Role is restricted to that Trackor Type. 

To edit a Trackor Type click the hyperlink in the Application Grid. When a Security Role is assigned to a User, the associated Restriction Modes will be assigned. To change an assignment click the drop-down in the associated field in the Override column. To mass assign an override click the Override column header drop-down.

Trackor Restrictions Tab

Discipline Tab

The Discipline Tab contains all of the different Disciplines in the OneVizion system that are available for the given Security Role.  Disciplines group Tasks together and give Users access to Tasks associated with a Discipline. Disciplines span all tenants and are added through the system V-Table, V_DISCP. Once a Discipline is used, it cannot be deleted.

When a Discipline is assigned to a User, the associated checkboxes will be colored blue. To change an assignment check the checkbox and click Apply. The checkbox will then be colored green indicating that the privilege has changed. To mass assign/un-assign a privilege click the Select/Deselect All Icon, , in the column headers.  

Discipline Tab

Menu Applications Tab

Applications are sets of items in the Menu Application that can be assigned to Users.  A User that has been assigned an Application can only see the items in that particular Application Group. This process will allow users to display different sets of data to different Users.

To edit a Menu Application click the hyperlink. When an application has been assigned to a User, the associated checkboxes will be colored blue. To change an assignment check the checkbox and click Apply. The checkbox will then be colored green indicating that the privilege has changed. To mass assign/unassign a privilege click the Select/Deselect All Icon, , in the column headers.  

Menu Applications Tab

Global Views Tab

The Global Views Tab contains all of the saved Global Views in the OneVizion system available for the least restricted Security Role selected on the Security Roles Tab.

To edit a Global View click the hyperlink.  When a Global View is assigned to a User, the associated checkboxes will be colored blue. To change an assignment check the checkbox and click Apply. The checkbox will then be colored green indicating that the privilege has changed. To mass assign/unassign a privilege click the Select/Deselect All Icon, , in the column headers.  

Global Views Tab

Global Filters Tab

The Global Filters tab contains all of the saved Global Filters in the OneVizion system available for the least restricted Security Role selected on the Security Roles tab.

To edit a Global Filter click the hyperlink. When a Global Filter is assigned to a User, the associated checkboxes will be colored blue.  To change an assignment check the checkbox and click Apply. The checkbox will then be colored green indicating that the privilege has changed. To mass assign/unassign a privilege click the Select/Deselect All Icon, , in the column headers.  

Global Filters Tab

Global Portals Tab

The Global Portals Tab contains all of the saved Global Portals in the OneVizion system available for the least restricted Security Role selected on the Security Roles tab. A Portal is a configurable page that allows a user to combine multiple OneVizion components (e.g., Application Pages, Applets, Windows) into a single window, where each component is given a portion of screen real estate on the Portal page. Typically, there is a common field among the components that make up the Portal page.

To edit a Global Portal click the hyperlink. When a Global Portal is assigned to a User, the associated checkboxes will be colored blue. To change an assignment check the checkbox and click Apply. The checkbox will then be colored green indicating that the privilege has changed. To mass assign/unassign a privilege click the Select/Deselect All Icon, , in the column headers.  

Global Portals Tab

Rules Tab

The Rules Tab contains all of the Rules in the OneVizion system available for the least restricted Security Role selected on the Security Roles tab.  To edit a Rule click the hyperlinked Rule. When a Security Role is assigned to a User, the associated checkboxes will be colored blue. To change an assignment by check the checkbox and click Apply. The checkbox will then be colored green indicating that the privilege has changed. To mass assign/unassign a privilege click the Select/Deselect All Icon, , in the column headers.  

Imports Tab

The Imports Tab contains all of the Imports in the OneVizion system available for the least restricted Security Role selected on the Security Roles tab. An Import is a complex set of capabilities that facilitates the capture of information and the mass assigning of relationships among the components within the system.

To edit an Import click the hyperlink. When a Security Role is assigned to a User, the associated checkboxes will be colored blue. To change an assignment check the checkbox and click Apply. The checkbox will then be colored green indicating that the privilege has changed. To mass assign/unassign a privilege  click the Select/Deselect All Icon, , in the column headers.  

Run Reports Tab

The Reports Tab contains all of the Reports in the OneVizion system available for the least restricted Security Role selected on the Security Roles Tab. 

To edit a Report click the hyperlink. When a Security Role is assigned to a User, the associated checkboxes will be colored blue. To change an assignment check the checkbox and click Apply. The checkbox will then be colored green indicating it is a User exception. To mass assign an exception click the Select/Deselect All Icon, , in the column header.

Report Delivery Tab

The Report Delivery Tab contains all of the methods by which a Report can be delivered.

When a Security Role is assigned to a User, the associated checkboxes will be colored blue. To change an assignment check the checkbox and click Apply. The checkbox will then be colored green indicating it is a User exception. To mass assign a Report click the Select/Deselect All Icon, , in the column header.

Notifications Tab

The Notifications Tab contains a list of all of the Global Notifications within the OneVizion system available for the least restricted Security Role selected on the Security Roles Tab.

To edit a Notification click the hyperlink. When a Security Role is assigned to a User, the associated checkboxes will be colored blue. To change an assignment check the checkbox and click Apply. The checkbox will then be colored green indicating it is a User exception. To mass assign a Notification click the Select/Deselect All Icon, , in the column header.

Notification Types Tab

The Notification Types Tab contains a list of all of the Notification Types within the OneVizion system available for the least restricted Security Role selected on the Security Roles tab. The Notification Types are the trigger events that signal the system to send out a Notification.

When a Security Role is assigned to a User, the associated checkboxes will be colored blue. To change an assignment check the checkbox and click Apply. The checkbox will then be colored green indicating it is a User exception. To mass assign a Notification Types click the Select/Deselect All Icon,, in the column header.

Export Types

The Export Types Tab contains all of the Export Types created for the OneVizion system available for the least restricted Security Role selected on the Security Roles tab.

To edit a Trackor Tours click the hyperlink. When a Security Role is assigned to a User, the associated check boxes will be colored blue.  To change an assignment check the checkbox and click Apply. The checkbox will then be colored green indicating it is a User exception. To mass assign click the Select/Deselect All Icon, , in the column header.

Trackor Tours Tab

The Trackor Tours Tab contains all of the Trackor Tours created for the OneVizion system available for the least restricted Security Role selected on the Security Roles tab.

To edit a Trackor Tours click the hyperlink. When a Security Role is assigned to a User, the associated check boxes will be colored blue.  To change an assignment check the checkbox and click Apply. The checkbox will then be colored green indicating it is a User exception. To mass assign click the Select/Deselect All Icon, , in the column header.

Components Audit Log Tab

The Components Audit Log Tab records all changes made to Components. The tab appears when a user clicks Apply or opens the Edit Users applet. For more information, please refer to the Component.

Editing a User

To edit a User highlight the record in the Application Grid and click the Edit Icon, .

Deleting a User

To delete a User highlight it in the Application Grid and click the Delete Icon, .  Deleting a User permanently removes him or her from the OneVizion system.

Exporting Users

To export the data displayed on the application grid to a CSV or XLS file click the  button. Use this to back up the Users in the system and then use the exported CSV file to import the Users into another system. 

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