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 their Windows domain credentials to log in to NEXUS IC. This provides a smoother sign-in experience because users do not need to enter a separate password when starting NEXUS IC. Instead, NEXUS IC validates the user’s credentials against the domain controller.

To configure Single Sign-On (SSO):

1. Under Database ‣ Security…, edit the required user.

2. Open the Login tab.

3. Click the button in the Windows User field.

4. In the Select User dialog, click Locations and select the directory you want to search in.

5. Enter the user’s full or partial Windows login name and click Check Names.

6. Select the appropriate user from the list and click OK.

Note

• This configuration is relevant only for on-premises deployments. 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 the user is disconnected from the Windows domain.

Tip

You can bypass the automatic database connection using Windows domain credentials by holding down the Shift key while NEXUS IC starts.

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.

On this page

• User Management
  • Create a New User
  • Create a New User Group
  • Set Up Single Sign-On (SSO)
  • Force Reset Password