Strategy ONE

Edit Existing Users and Groups

Administrators can edit existing users and groups.

You must have the System or Application Administrator role
You must Manage Environments

Users
Groups

Edit an Existing User

Open the Workstation window with the Navigation pane in smart mode.
In the Navigation pane, click Users and Groups.
Select an Environment from the upper-left drop-down.
In the left pane, click All Users.
Right-click a user and choose Edit to access:

Account and Credentials

User Groups

New users are automatically added to the Everyone user group. To add a user to additional groups, search by group name and select the groups.

Project Access and Roles

Apply different roles for each project in an environment. Select one or more roles from the drop-down list.

Privileges

Select the checkbox next to the privilege(s) you want to assign to the user.

Authentication

Enable or disable standard authentication and provide authentication details.

See Configure User Authentication for more information.

Security Filters

See Manage Security Filters to assign security filters.

Dataset Storage Quota

See User Group Governing Settings for more information.

Delivery Addresses

Internationalization
Click Save.

Edit an Existing User Group

Open the Workstation window with the Navigation pane in smart mode.
In the Navigation pane, click Users and Groups.
Select an Environment from the upper-left drop-down.
Click User Groups.
Right-click the user group and select Edit to access:

General

Add a group name and description.

Users and Groups

Manage users in the group and the parent user groups.

Project Access & Roles

Apply different roles for each project in an environment. Select one or more roles from the drop-down list.

Privileges

Select the checkbox next to the privilege(s) you want to assign to the user group.

Authentication

Define the group authentication.

See Configure Group Authentication for more information.

Click Save.