User Management in WorkFlow Designer
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XMPro WorkFlow
Last updated
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Click on the Administration tab.
Click on User Editor. Make sure you are on the Designer tab in the User Editor (the Editor tab is used by advanced users enabling them to create users faster).
Drag the User icon from the Toolbox to the User Editor.
Select the New User, now in your User Editor work area.
Click the Properties tab and configure the properties of the new user as follows:
Click on Role under Attributes and select the New User’s Role.
On the quick access toolbar, click Save icon or press CTRL+S to save your changes. The asterisk next to the tab User Editor will disappear. An asterisk indicates that the record has not been saved.
On the ribbon, click the Administration tab.
Click User Editor. Make sure you are on the Designer tab in the User Editor (the Editor tab is used by advanced users enabling them to create users faster).
Select the user you want to edit (click on the relevant user icon).
Click the Properties tab and configure the properties of the existing user as required.
On the quick access toolbar, click Save icon or press CTRL+S to save your changes. The asterisk next to the tab User Editor will disappear. An asterisk indicates that the record has not been saved.
On the ribbon, click the Administration tab.
Click on User Editor. Make sure you are on the Designer tab in the User Editor (the Editor tab is used by advanced users enabling them to create users faster).
Select the user you want to delete (click on the relevant user icon). Then click Delete icon on the top taskbar, click OK to confirm.
On the quick access toolbar, click Save icon or press CTRL+S to save your changes. The asterisk next to the tab User Editor will disappear. An asterisk indicates that the record has not been saved.
All user passwords are encrypted. An Administrator will never be able to “see” a user password and will only be able to reset it.
Rules for Passwords are set in the Application Settings.
On the ribbon, click the Settings tab within WorkFlow Designer.
Click Workspace.
The following parameters can be set: DefaultPassword, Password Expiration (in days), Password History (no of months a password cannot be re-used), PasswordInactivityTimeout (days), PasswordPattern (rules for password – according to best practise), LoginAttemptCount (after, for example, 3 the account will be locked). A “0” (zero) value means there is no value set.
The first time a user signs on they will use the Default Password as set in Application Settings (explained above). They will be required to change this Default Password and specify their own password.
If you forgot your password, the Administrator will be able to reset the password.
On the ribbon, click the Administration tab.
Click User Editor.
Click the User icon of the user that forgot their password.
Click the Properties tab.
Provide a New Password.
Confirm the Password.
Click OK. When the user signs on they will be required to change their password.
The LoginAttemptCount parameter in Application Settings (as explained earlier) will determine after how many unsuccessful login attempts the user’s account will be locked. The Administrator will use the Account Lockout function to unlock the account as in the following figure.
On the ribbon, click the Administration tab.
Click on Account Lockout. The Account Lockout Management window displays.
Click the Account that is locked.
Click the > button to move the locked account to Accounts to be unlocked.
Click OK. Once the account has been unlocked the Administrator must reset the user password (as explained earlier) and notify the user of their new password. The user will be prompted to change their password the first time they sign on.
Click from the Identification Reset Password properties.
