Enterprise Recon 2.0.31

Download ER 2.0.31 User Guide (PDF)

User Accounts

This section covers the following topics:

  1. Manage User Accounts
    1. How User Identification Works
    2. Manually Add a User
    3. Import Users Using the Active Directory Manager
    4. Edit or Delete a User Account
  2. Manage Own User Account

Manage User Accounts

A Global Admin, System Manager or Permissions Manager can manage users accounts from the USERS AND SECURITY > USER ACCOUNTS page.

How User Identification Works

In ER2, user accounts are distinguished as follows:

This allows users with the same username to be added to ER2 when:

  1. The username is unique for manually added users.
  2. The domain\username pair is unique for users imported from Active Directories.
All 3 login names below are identified as unique user accounts in ER2:
  • UserA
  • example.com\UserA
  • company.com\UserA

Manually Add a User

To manually add a user:

  1. Expand the navigation menu, ENTERPRISE RECON er2-hamburger.png.

  2. Go to the USERS AND SECURITY > USER ACCOUNTS page and click +Add.
  3. In the Add User page, under the User information tab, enter the following details: Configure the login name, full name, email address, password and other user information when adding a new user.

User Account Details

Field Description
Login Name Enter a login name.
Full Name Enter the user's full name.
Job Title Enter the user's job title.
Department Enter the user's department.
Phone Number Enter the user's phone number.
Email Address Enter the user's email address.
Password Enter a password.
Confirm Password Re-enter password.

Optional User Account Settings

  1. Configure other settings for a user account:

    Setting Description
    Account Locked Deselect the checkbox to unlock a user account.
    Two-factor Authentication (2FA) Set to On to enable 2FA for the user account. See Two-factor Authentication (2FA) for more information.

  2. In the Roles and Permissions tab, assign global and resource permissions to the user account. See User Permissions for more information.

Import Users Using the Active Directory Manager

See Active Directory Manager for more information.

Edit or Delete a User Account

To edit a user account:

  1. Expand the navigation menu, ENTERPRISE RECON er2-hamburger.png.

  2. Go to the USERS AND SECURITY > USER ACCOUNTS page.
  3. Hover over a user, click Edit and navigate to the User information tab.
  4. Manage the User Account Details or Optional User Account Settings.
  5. Click Save to update the user account.

To delete a user account:

  1. Expand the navigation menu, ENTERPRISE RECON er2-hamburger.png.

  2. Go to the USERS AND SECURITY > USER ACCOUNTS page.
  3. Hover over a user, click Remove to delete the user account.

See User Permissions for more information.

Manage Own User Account

Individual users can manage their own account details from the MY ACCOUNT > MY ACCOUNT DETAILS page.

Manage Own User Account

The Account Information displays the current user's account details and Activity Log. The Activity Log displays all user events. For more information on ER2 events, see Activity Log.

My Account Details page displaying the account information for User_A.

To edit user account details, click on Edit.

Roles and Permissions

The Roles and Permissions tab is a read-only section which displays the roles, global permissions and resource permissions that are assigned to the current user. See User Permissions for more information.

Example of Roles and Permissions page for a user who is assigned System_Manager_Role and System Manager Global Permissions.