Adding users and roles (for Tenant Admins)

This article is mainly for administrators, but may be of interest for other users

There are two principal types of user within OrgVue: admin and user. To access OrgVue a user must have either one of these included in their Role listing.

By default, admins can create, view and edit any dataset, branch, report, property or node

OrgVue is set up as closed by default, meaning users (non-admin) can create datasets, but can only view or edit datasets they have created or for which they have explicitly been granted access.

Additional permissions must be set to define users' interaction with datasets they do not own.

In addition, a user can be set up as a 'guest' which prevents them from creating new datasets, like this (though note that they will still need to have the 'user' role) : -

  • On creation, a tenant will have at least one listed Admin role that has the ability to create new users
  • Admin can administer all user accounts through the Users Tab on the Home Screen
  • In the Worksheet View you can see a list of all of the accounts that have access to this Tenant
  • Add a New Account through the ‘Add Node’ option on the Property Pane.

  • Edit the Properties of the Account Node in the same way you would for any other Node
  • Add the users, setting their email address as the login, set enabled to be true, add role, e.g. user

Login

Role

Enabled

patrick.jayne@concentra.co.uk

User

TRUE

david.mccormack@concentra.co.uk

User

TRUE

The most common error is to not set the enabled flag, so the user has no access and therefore no activation mail.  Depending on the present OrgVue version, OrgVue will either be a true/false flag:

 

or a tick box. Note in the below, the tick box is not selected so the user is not enabled (the tick on the left hand side marks the property type):

  • Once you have configured the new Accounts, you must then save the dataset so that the changes are registered on the server (and this in turn initiates the send of the email to the user for a first-time set up).

Advanced Notes:

 

  • No matter what other roles (permission groups) a user has been given in the ‘Users’ dataset (e.g. hr, superAdmin), they must have at least ‘user’ or ‘admin’ otherwise they will not be able to access the Workspace. 

 

  • Note: if an individual has a role set that does not include Admin or User, all they will see on login is an OrgVue tasks view, they will not see a workspace

 

  • When an individual has multiple roles, they must be comma separated (no other separator is permitted).  As a matter of best practice, role names should not include spaces

 

  • If there is a mistake in an email address, you cannot amend it in the Users dataset – you will need to delete the node or change the ‘Enabled’ value to “False” and re-add the correct login

 

  • If there are two instances of the same login in the Users dataset, the most recently added node will determine the level of security. If a node is accidentally duplicated with a different level of security, the best course of action is to delete both and re-add the node

 

  • If a user reports they have failed to receive an activation mail, follow these basic troubleshooting steps in order:
    • Check that the 'Enabled' flag is set on the node that references the user's email address, and remember that the activation mail is dispatched when the dataset is saved
    • Check that the user's record in the Users dataset has either 'admin' or 'user' in the role field. They must have one of these two.
    • Check that their email address is correct.
    • Ask the user to search all their mailboxes (including junk) for donotreply@orgvue.com which is the sender of activation mails
    • If the user does a password reset, this will emulate activation, so ask them to click on the 'Forgot password' link on the main OrgVue login page (make sure they are accessing the right URL)
    • If all of this fails then we suggest that the user's record in the Users dataset be deleted, the dataset saved, then re-opened and the user record be re-entered and the dataset saved.

 

 

Sample activation mail:

 

Have more questions? Submit a request

Comments