How do I add users and roles (user management in OrgVue)

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

There are two main types of user that a client will have within OrgVue: admin and user.

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 unless they are given specific access to do so

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

 

  • 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, quoting email as login, set enabled to be true, add role user e.g

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, save the dataset to send out OrgVue login details to the new users.

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 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 three basic troubleshooting steps in order:

 

  • Check 'enabled' flag is set on the node that references the user's email address, remember the activation mail is dispatched when the dataset is saved and closed (note: save is not the trigger, close is the trigger for mail sending)

 

  • 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 access the Forgot Password this via the standard link available on the main OrgVue login page

 

 

Sample activation mail:

 

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