User Dashboard

Activating/Deactivating and Unlocking the User Dashboard

Administrators use this function to activate/disable and unlock user accounts.

Note: For new users and established user accounts, the default status is Active and Unlocked. Administrators cannot activate, deactivate or unlock their own accounts. However, an administrator can activate, deactivate, unlock another administrator user's account.

Activating and Disabling

When an account is Active, the user can login and use Tidal Repository based on the user’s established security policies.

A disabled account is not accessible by the user. Typically, an account is disabled when the user no longer requires access to the account (example: employment termination).

To activate or disable a user account:

  1. Click Account menu > User Dashboard to open the Dashboard tab.

  2. Check or clear the Active column’s checkbox for the user account to activate or disable

Unlocking Function

The Unlock function is used primarily to reset user accounts that have been locked as a result of the user unsuccessfully attempting to log on more than 10 times consecutively.

To unlock a user account:

  1. Click Account menu > User Dashboard.

  2. Deselect the Locked checkbox for the user.

Creating a User Account

To create a user account:

Note: Anyone who creates user accounts must have Add User permissions. The Assign User Privileges permission is applied only in the Create or Edit User screens. Users who have Add User permissions but do not have Assign User Privileges permissions can create a user profile, but cannot assign permissions to that profile.

  1. Click Account menu > User Dashboard to open the Dashboard tab.

  2. Click Plus on the Dashboard tab to add a new user.

  3. Enter the Username on the Add User tab. This field is required. The Username must contain 2 – 100 characters including at least one uppercase letter, one lowercase letter, one digit, and no spaces.

    Note: Only Admin users have access rights to edit their own first and last names and those of other users.

  4. Define a role (Admin or User) using the Admin checkbox.

    Note: Once you assign the user the Admin role, the User Privileges checkbox is disabled. All privileges are given to the user with the Admin role by default.

  5. Choose an account.

    To create a user, switch the toggle to DB and enter the password in the Password field. The Password field must contain at least one uppercase letter, one lowercase letter, one digit, and no spaces.

    Note: Only the Tidal Repository administrator can create an AD/LDAP user. Before adding an AD/LDAP user, be aware that this user (with first and last name, username, and password) is already created on the server.

    To create an AD/LDAP user, switch the toggle to AD/LDAP and enter the domain that is associated with this user. The administrator sees the newly created AD/LDAP user on the dashboard tab with the (disabled) label.

    Once this new user logs in, the disabled label disappears.

    Note: Logging in to the Tidal Repository, the user enters the username and the password created for this user on the server.

  6. Choose User Privileges as follows:

    Public and Private Objects

    Workgroups

    Users

    Add Workspace

    Add Connection

    Add Repository

    Add Mapping

    Add Pipeline

    Add Task

    Add Policy

    Add Workgroup

    Read Workgroup

    Edit Workgroup

    Delete Workgroup

    Add User

    Read User

    Edit User

    Delete User

    Assign Privileges

    Security Policy

    Authorization Policies

    LDAP Groups

    Add Security Policy

    Read Security Policy

    Edit Security Policy

    Delete Security Policy

    Add Authorization Policy

    Read Authorization Policy

    Edit Authorization Policy

    Delete Authorization Policy

    Add LDAP Group

    Read LDAP Group

    Edit LDAP Group

    Delete LDAP Group

    Assign Privileges

    To choose all user privileges, check the User Privileges checkbox.

  7. Click Save to create the user configured.

Editing a User Account

To make changes to an established user account:

  1. On the Dashboard tab, click Edit for the user account you would like to change.

    Note: The User Privileges fields are disabled for the Admin role as this role possesses the full set of privileges by default.

  2. On the Edit User tab, make your changes and click Save to apply them.

Deleting a User Account

To delete the user account:

Note: The Administrators can delete other administrators as well as other users. However, the administrator cannot delete themselves. The users with the Delete User permission can delete only other users, they cannot delete themselves or the administrators from the system.

  1. Click Delete on the Dashboard tab.

  2. Click Accept to apply changes.

Changing a User Password

To change a password:

  1. Click Change Password on the Edit User tab.

  2. Enter a new password, confirm it, and click Accept to apply changes.