Introduction

Managing user access and permissions efficiently is vital for maintaining the integrity and security of the administrative functions on SCVIEW. This guide facilitates the proper handling of user roles, from creation to customization, ensuring administrators have clear and structured steps to manage these processes effectively.


A. Problem statement

Overseeing individual user permissions can be inefficient and prone to errors, especially without a streamline process for setting up user accounts and defining roles within an organization.


B. Solution

SCVIEW addresses these concerns by providing a robust User Manager Page that allows admins to add or edit user permissions seamlessly. This platform supports a range of authentication types and fine-grained control over permissions, streamlining administrative tasks and enhancing security protocols.


Step 1: Ensure Admin Access

  • Ensure you have Admin permissions to access user settings. Contact your organization's site administrators if access is needed.

Step 2: Access User Manager

  • Click Admin > Users on the main navigation bar.

Step 3: Add or Edit Users

  • To add a user, click "Add". To edit an existing user, select the user and click "Edit".


Step 4: Fill Required Fields

  • Complete all fields marked with a '*'. Choose the relevant Auth Type (Classic or SSO options like Google, Microsoft, OneLogin).

Step 5: Set User ID

  • For Classic Auth, use a combination like the first initial and last name (e.g., cstein). For SSO, use the user's email address.

When using Google, Microsoft, or OneLogin as the Auth Type, you will need a valid email address or the system will not allow you to save the user. Format example: testuser@domain.com


Step 6: Password Management

  • If using Classic Auth, enter a temporary password and enable 'Force Change Password'. For SSO, password fields will not be available as authentication is managed by the third-party service.
Passwords are validated against the requirements set by administrators. If the password is not considered valid, an error message will display listing each requirement that was not met.


Step 7: Select Home Screen and Rights

  • Choose a default home screen and assign rights like Admin access, import capabilities, etc.

Step 8: Department and Report Setup

  • Assign the user to departments and set up report viewing configurations based on supervisory needs.


Step 9: Adjust Module Settings

  • Configure settings for Time Sheets, Leave, Mileage, and more under the respective tabs.

Step 10: Save User Settings

  • Click "Save" to apply the settings. All changes must be saved to take effect.


C. Best Practices

To maintain an organized and functional SCVIEW environment, use consistent naming conventions for User IDs and systematically review user permissions regularly. Ensure authentication types match the user's workflow and security requirements, and always use the 'Force Change Password' feature for Classic accounts to enhance security.


D. Troubleshooting

If you encounter issues while adding or editing users, ensure that all required fields are properly filled and that there are no errors in the User ID or authentication type selections. For persistent problems or system errors, consult the SCVIEW support documentation or contact technical support directly for assistance.


E. Related articles



Conclusion

 The SCVIEW User Manager Page streamlines the process of adding and editing users, thereby enhancing the administrative efficiency and ensuring robust security management within the system. By following these guidelines, admins can effectively manage user access and permissions, adapting swiftly to the changing needs of their organization.