User Management

Under Database ‣ Security…, you can create and manage users, user groups, set up Single Sign-On (SSO) or force reset passwords.

Create a New User

1. In the menu, navigate to Database ‣ Security….

2. On the Users tab, choose Add.

3. In the Add Personnel dialog, complete the required fields on each tab (see Add/Edit Personnel Dialog for full field descriptions):

   • Personnel tab:

     • Enter the user’s profile and contact information.

     • If required, set the Unit Group (Metric or US Weights and Measures) under Display Options.

   • Login tab:

     • Enter a Login Name.

     • Tick Enabled to enable the account for sign-in.

     • Select Change Password to set an initial password.

     • (Optional) Tick Force Password Reset to require the user to create a new password at first login.

     • (Optional) Configure Single Sign-on (SSO) (see Set Up Single Sign-On (SSO)).

   • Member Of tab:

     • Assign the user to the relevant security groups (if required).

   • Permissions tab:

     • Define any user-specific permissions (see Set Up Permissions for User/User Group).

4. Click OK.

Create a New User Group

1. In the menu, navigate to Database ‣ Security….

2. On the Groups tab, choose Add.

3. In the Add Security Group dialog, complete the required fields on each tab (see Add/Edit Security Group Dialog for full field descriptions):

   • Security Group tab:

     • Enter a name for the group and, if required, add a description or notes.

   • Permissions tab:

     • Configure the permissions assigned to the group (see Set Up Permissions for User/User Group).

4. Click OK.

Note

After creating the group, editing it will display an additional Members tab, where you can include or exclude users. You can also add users to the user group when creating or editing a user as described in Create a New User.

Set Up Single Sign-On (SSO)

You can configure a user to use Window domain credentials to log in to Integrity Centre. This is smoother as users will not need to enter a separate password when they start Integrity Centre — instead Integrity Centre will query the domain controller to check the user’s credentials. To configure this:

1. Edit the user and go to the Login tab.

2. Click the button under ‘Windows User’.

3. In the resulting ‘Select User’ dialog, you may need to click Locations and select Entire Directory.

4. Type the user’s full or partial Windows login name, and click Check Names, choose the appropriate name from the list and click OK.

Note

• This configuration is relevant for on-premises deployment only. For information about setting up SSO for Software as a Service (SaaS), see Software as a Service (SaaS) Deployment.

• Windows domain credentials may not work when you are away from the Windows domain.

Tip

You can always bypass the automatic connection to the database using domain credentials by holding down the Shift key as Integrity Centre starts up.

Force Reset Password

If you are not using SSO, you can force a user to reset their NEXUS password on their next login. (You would typically do this when you have just created a user account and have set a temporary password.) On their next login, the user will be required to enter their old password and then choose a new one before they can proceed.

To enable this feature, under Database ‣ Security…, go to the Login tab and tick the Force Password Reset checkbox.