User Management Screen

User Details

This card shows the details of the User to view, create or update their record in Confirm. Each User of Confirm must be created as a User.They must be given a User ID and Password. Confirm can be set to track Users, and Action Officers may be linked to Users.

Users can share rights by belonging in the same Groups and Work Groups. Although Users inherit the program rights from the Security Group, these program rights can be edited for individual Users.

Users may also have their rights determined by Data Security Groups and Data Security Keys. A User's rights for using ConfirmConnect® modules will be determined on the basis of the ConfirmConnect® Profile selected on this screen.

User ID

The User ID that the User will supply when logging into Confirm. Up to 320 alphanumeric characters.

Login Name

Group

Select a Security Group from the drop-down list. On click of Save button, a message will appear asking whether you wish to copy the privileges from the specified group. Click -

Yes - User inherits the ConfirmConnect® profile and program rights from the Security Group(these will appear at the bottom of the form).
No - Leaves the program rights unchanged. In this case the program rights can be individually set for this User.
X - Cancels the save action.

Inactive

If a User will no longer be using Confirm, this toggle is turned on to hide their account by default on screens and lookups when a User field is displayed.

Selecting 'Inactive' will automatically set the 'User Locked Out' setting to prevent the User from logging in to Confirm again.

If the User is linked to an Action Officer, selecting the 'Inactive' toggle will automatically set the 'Inactive' flag on that linked Action Officer.

Auth0 Sync

When a User is created or updated with a valid email address as the User ID, they will be created in Auth0 if the tenant has been migrated to Auth0. The Auth0 sync option is selected when the Auth0 User creation or update is successful.

'Auth0 Sync flag' will not be Selected for contractor Users.

Work Group

Select a Work Group from the drop-down list.

First Name / Surname

These fields are used to enter the full name of the User. Up to 20 characters are allowed in each field.

Password

Enter a password to 128 alphanumeric characters. A minimum may be set in Security Settings

Note:

Active Directory password rules take precedence if the User has an Active Directory account.
The Password field is disabled for Single Sign On Users.

Disable Password Expiry

This is selected to override the "Password Maximum Age" set in Security Settings. In this way, this User can be exempt from a requirement to change their password every so many days.

Note: If no Maximum Password Age is set in the Security Settings, then the 'Disable Password Expiry' toggle has no function.

User Locked Out

This box is selected when the User has been locked out as a result of repeated login attempts. If a User is locked out they will see a message telling them they have been locked out, and advising them to contact the System Administrator.

To allow the User back into Confirm, select “User Locked Out” to “OFF” in their User record and save the change.

Max Number Of User Licences

Enter a number to set the maximum number of licences a User can consume at any one time. For each licence, User can log on to the Confirm Client and Confirm Web interface simultaneously.

Setting this to zero will set no limit.

Email

Enter an email address. This can be the internal address - or the full internet address. The address is used with the Message Transfer Agents, where the appropriate modules are active.

Message Preference

This field configures how the Task Processor will send Alert messages to this User. The field is only available if one or more of the Alerts modules is present. Select from one of the following values:

None - No Alert messages will be sent to this User.
Email - Alert messages for this User will be sent to their Email address.
Internal - Alert messages for this User will be viewable within Confirm via the Internal Messages screen.
Both - Alert messages for this User will be sent via email and also viewable on the Internal Messages screen.

Licence Profile

Set the Licence Details (System Registration Details) that will be used for this User. This will determine which modules the User has access to.

Note: If a Licence Override has been specified on the Database Settings screen, this Licence Profile entry will be ignored.

ConfirmConnect® Profile

Set a ConfirmConnect® Profile for this User. This will grant the rights for accessing ConfirmConnect® modules for this User.

Data Security Group

Set a Data Security Group for this User. This will default to the Work Group Data Security Group but can be changed.

Default Data Security Key

The Default Data Security Key that will be assigned to all new records that require Data Security Key fields, created by this User.

Assign Data Key Manually

Set to indicate if the User can view and alter the Data Security Key for a new or existing record that the User has rights to.

Action Officer

Action Officers can be created directly from the User screen. Irrespective of User Security, a Contractor User is not able to add a new User. They are also not able to see any User except themselves in the User Security screen. When Active Directory Users are managed in Confirm, updates to Users will also cause updates in Active Directory.The Action Officer card has the following fields:

Code

Enter a unique Code for the Action Officer.

Name

This will default to the First Name and Last Name of the User record but can be changed.

Telephone Number

Enter a Telephone Number for the Action Officer.