Managing users in the Users list

About

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YSoft SafeQ requires an identity database in order to provide access control and/or accounting functions. The identity database can be internal, or can be an external database synchronized from LDAP, SQL DB, or a third-party system. The User list provides a basic overview of information contained in the YSoft SafeQ Identity management database.
See also:

At a Glance

 

Displaying the Users list

In the YSoft SafeQ Web Interface, select Users > Users list.

On the Users list page, you can add and edit users.

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Additionally you can add some optional columns to table or hide one of the default ones by clicking on gearbox button.

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Following columns can be add or hidden:

  • Login

  • Surname, Name

  • Name

  • Surname

  • E-mail

  • Cost center

  • PIN, Cards - number of PINs user have assigned and assigned cards

  • Home directory - user's home directory

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Working with users

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Create a new user in the YSoft SafeQ database (see Adding and configuring users for more information).

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Edit an existing user's settings (see Adding and configuring users).

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Delete a user from the database. The user will be marked as deleted, but will still be included in reports. You can later restore a deleted user (limitation: ) .

There are two limitations when deleting user in YSoft SafeQ.

  1. the list of PIN and card values is emptied when the user is deleted.

  2. Related YSoft Payment System account is not deleted when the user is deleted in YSoft SafeQ. This mean that creation of new user with the same username as deleted user will cause error in YSoft Payment System and the new user will be not able to login into terminal.

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Assign access rights for the selected user.

 

Filtering information to display in the Users list

The Users list includes filters that let you search for and display only specific data in the list.

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Filter name

Restrict to...

Login

Users with the selected Login

Name

Users with the selected Name

Surname

Users with the selected Surname

Card

Users with the selected card only

Active users

You can lists only Active users (default option) via page View action (top right corner)

Deleted users

You can lists only Deleted users via page View action (top right corner)

Role

Users with the selected role (see Managing roles in the Roles list)

Cost center

Users with the selected cost center (see Managing cost centers list)

Additional filter options

Icon

Action

Description

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Apply filter

Apply the selected filter to the Users list.

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Cancel filter

Cancel the selected filter.

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Show filter

Show advanced filter options.

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Hide filter

Hide advanced filter options.

Updating, importing, and exporting user data

To access update, import, and export options, click   images/download/attachments/21955600/ActionButton.png .

Icon

Action

Description

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Update data on ORS

Upload data to an ORS server. Forces the immediate replication of all changes to all or selected remote spoolers. Applies only to distributed server systems (see Distributed Server System - Private Cloud).  See Updating data on ORS servers for more information.

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Data import

Import user data from a CSV file. For more info see: Tools - Data Import.

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Data export

Export user data to a CSV file For more info see: Tools - Data Export.

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LDAP import

Set up connection for users, cost centers and roles from Active Directory. For more info see: Tools - LDAP Integration