Creating New Users

To create a new user, click the ‘Add’ icon at the top left of the screen.

Open

You will now be able to set the details for the new user such as Name and email address as well as selecting the permissions that will be assigned to them.

Open

Let’s start with the first section of the left panel.

Enabled: - if this check box isn’t ticked then the user cannot login – and the user is not counted against the licence numbers. This can be used to free up a user licence without deleting the user, you may wish to retain it for audit purposes, even if that user is no longer employed by you

Username: - the username that is used when the user logs onto the dashboard

User Type: - the type of user account assigned to the dashboard user. For more detail on User Types see below

Parent User: - this field is used to create user hierarchy. For example, you can select the name of a team leader in this field. When the team leader logs into the system, they will only see the users that have been created with this team leaders name in the Parent User field

Forename: /Surname: - these fields are optional but can be completed if required

Email: - this is mandatory and is used for forgotten passwords and in the scheduling module 

The second part of this screen relates to security.

Is User Locked: - this will be ticked once the user has locked themselves out by attempting too many incorrect logins. Untick this box to unlock the account and allow the user to log in again

Captcha At Login: - if this box is ticked the user will be presented with a captcha image to complete if they exceed the specified number of ‘Failed Logins’. The number of ‘Failed Login’ attempts can be specified in Dashboard Configuration>Settings

Allow Password Login: - if this box is unticked, it will suppress password login for users that are using an external login service. If ticked, users will need to enter their password. This box will be ticked by default

Password: - this is where you enter a password when creating a new user account and where you can reset a user’s password if they have forgotten it

Password Expires: - by default this is selected. It forces the user to change their password at their next logon

Allow External Login: - used for alternative authentication methods 

The Users tab can be used to toggle between the username and the Display name for each user. Click the ‘Toggle between username and Display name’ icon at the top of the screen.

User Type

There are five different user types, which are used to control what a user can or cannot do. The User Privileges section, will provide even more control over a user’s account.

Administrator (A): - the highest level of user account. This role is the only one that can access the Admin screens and other admin functions.

Designer (D): - everything a Chart Explorer can do but can also save Charts.

Chart Explorer (E): - not a commonly used type. Everything a User can do but can also access the edit chart screen for advanced searching but cannot save charts.

User (U): - everything a Chart Viewer can do but can also design their own layouts.

Chart Viewer (V): - can alter their dashboard layout but it won’t be saved. In other words, they cannot create their own layouts. PiDashboard will automatically pick up the ‘default’ layout for each category every time they log on. Cannot create or alter charts.

In the user list, the User Type for each user is displayed in brackets after the username. In the following example, Josh has the User Type of Designer.

When changing a standard user to an admin user, the ‘Can View Chart Debugging Info’ privilege will be automatically selected.

User Summary

The ‘User Summary’ section at the bottom of the ‘Users’ screen will confirm your total user count. If your user count exceeds the number of users allowed in your licence, certain users will not be able to log into the dashboard.