Related Topics and Links:

Security Options

Managing Security Groups

Managing User Accounts

Every person who will access a Synthesis repository, be assigned to some role in an assigned action, and/or receive alerts via e-mail or SMS message must have a personalized user account in the database.

To view and manage the user accounts in a database, choose File > Manage Repository > Users and Security.

This topic describes how to use the Users and Security window to create, edit or delete/deactivate user accounts. The same window can also be used to enable login security for a standard database or Synthesis file, and to manage security groups (permissions) for a secure database.

Built-in Find/Filter, Configuration and Grouping Tools

The Users tab of the Users and Security window offers the same filter, column configuration and grouping tools that are built in to other utilities that use a similar grid (e.g., the Synthesis Explorer, Actions Explorer, etc.). For details about how to use each feature, see:

Creating and Editing User Accounts

The Users tab of the Users and Security window displays a table of all user accounts that have been created in the database. You can use the Add or Edit buttons below the table to create or modify individual accounts.

You can also import user accounts from Microsoft Active Directory by clicking the Active Directory button. (See Importing Users from Active Directory.)

Keep in mind the following requirements when creating new user accounts for a secure database:

The Run As button below the table allows you to change your current connection to run as the user currently selected in the table. This allows you to test that user's permissions to be sure that they are set as you intended. Depending on the permissions that user has, you may have to close the repository and reconnect to it in order to change back to your own account.

Deleting or Deactivating User Accounts

If an account has never been used and you want to permanently remove it, select the account name from the list and click Delete.

If an account has already been logged in at least once (the Last Login column shows this information), attempting to delete the account will deactivate it instead. A deactivated account will not have access to the database.

You can manually deactivate an account by clearing the check box in the Active column for the account. To reactivate the account and give the user access to the database again, select the check box in the Active column.

 

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