Set up: Users (on Premise)

How to get there: Set Up | Users

This page of the system enables system users with the appropriate access rights the ability to search for users and amend their details. Additionally, the page can be used to delete users and configure the Site Role Employee Access for individual users. be aware that on self-hosted systems this screen has more functionality than on FM Cloud based systems. When Timegate Web is hosted upon the FM Cloud, users are managed from outside of the Web Client (see next section that details how you manage users in the FM Cloud).

Screen Layout and Fields

Self-Hosted

FM Cloud

(All Branches)	Select the name of the Branch that is to be searched from the drop-down list
User Name	Name of user
Password	Password associated with the User ID
Starts With/Ends With/Contains/Exact Phrase	Select how to search i.e. for Users who have a name that starts with the value in the free form search text
Free Form Search Text box	Enter in the text to search for the User
User Name	Name of the user
Description	Description of the specific user
Branch	The branch that the user is allocated to
Type	Type of user
Customer	Details of the customer that the user is aligned to
Email Address	Contact email address for the user. Select the email icon next to the address to launch your email client to send an email to that address
Telephone	Enter a telephone number for the individual employee in this space. If Click-To-Call has been enabled, the telephone icon will appear next to the Telephone number. Select to launch the dialler and caller the number
Password Authentication	User accounts can be individually configured to use either Timegate Web Authentication or SSO Authentication (also referred to as AD or Active Directory Integration). This feature is only available when AD Integration is enabled and Apply Single Sign-On? is disabled If the system AD Integration is not configured correctly, this new setting will be disabled and will have no effect on the login process If a customer does not have Active Directory Integration enabled then the Login process will remain unchanged If Active Directory Integration is enabled the default value for Password Authentication will be set to SSO, otherwise it will default to Timegate Web If a customer does have Active Directory Integration enabled and Apply Single Sign-On? disabled, then the login process will check the new Password Authentication field If it is set to SSO, then the user will login with their Active Directory Username and Password as normal If it is set to Timegate Web, then the User will login with their Timegate Web Username and Password
Account Disabled	If selected the account will be disabled
Force Password Change at Next Logon?	If selected, user will have to change their password at next logon
Password Never Expires	Password is always valid and does not need to be replaced after the amount of days shown in the Password Valid For field
Password Valid For	Time between password resets - i.e. 30 days - the password needs resetting after 30 days
Retries	Number of retries before the password locks
Site Role Employee Access	A change was made in the system several releases ago that changed the behavior of a standard web user when a data role was assigned. The change meant that the user would only see employees if they were in the site teams table for the sites which they had access to. This has caused issues for certain customers who have requested that the previous behavior be restored. This field has been put in this table to restore the missing functionality. This drop-down list contains two values: Site Team (default value) Branch When this value is left as “Site Team”, the behavior, when displaying employee lists will be as intended since the change. Therefore, when a standard web user has a site role (or multiple site roles) assigned, then that user will only see employees, where they are in the site team table for any of the sites. When this drop-down field is set to “Branch”, then the behavior will revert back to the way the system used to work. Therefore, when a standard web user has a site role (or multiple site roles) assigned, then that user will be able to see all employees belonging to the branches that are assigned to them, regardless of whether the employee appears in a site team of not

Actions

Go	Click to commence search using criteria defined above
Information Icon	Click to view the record of the User that the Information Icon is located next to
< Prev	Navigate to previous screen of User records (where applicable)
Next >	Navigate to next screen of User records (where applicable)
Save	Click save to update the User’s details. If mandatory fields have not been completed, the following error message will be displayed onscreen:
Refresh	Click to cancel any changes and revert to original state before any edits had been made to the User’s details
Delete User	The Delete User option is shown on screen once changes have been made to a record. It is shown in the Save error message screenshot above. To delete a user, click on the Delete User button. The following screen will be shown highlighting the implications of the delete action: If the user wishes to proceed and delete the user record, they should click on the OK button, otherwise they should click on Cancel