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Symphony provides the account management controls necessary to create users and manage user access of your software environment. Authorization for users to use product features and functions is controlled by the groups to which the users are assigned. Users are created and generally managed by administrators. System administrators:
  • Create new users and new administrator users in existing tenants.
  • Manage user accounts by:
    • Updating and maintaining general information, such as user names, seat types, and enabling or disabling a user.
    • Adding users to groups in Visual Data Discovery and groups in Managed Dashboards.
    • Setting options, including culture-language options, active projects, and account limitations linked to passwords and log on logging.
    • Adjusting options that include defining Application Privileges, and Custom Attributes.
    • Troubleshooting and confirming the user experience is as you’ve designed by impersonating a user.
Tenant administrators can perform many of the same user tasks as system administrators for users within the tenants they administer.

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Manage User Information and Privileges - Managed Dashboards

When you create a user, it’s populated with the basic information provided at account creation time: Symphony populates it with seat information, default culture and timezone information, and more. You can update this information or disable a user by editing these settings in the Managed Dashboards module. Access and update user account information in Managed Dashboards
  1. Log in as a system admin or tenant admin. If you are logged in as a tenant admin, verify you’re in or switch to the appropriate tenant.
  2. Select Users from the main menu. The Users work area opens.
  3. Scroll to find an existing user, or use the Search field to find a user.
  4. Select Edit user from the Actions menu for the user you want to update. An Edit user pop up dialog opens
  5. Select the actions menu button, then Edit in Managed Dashboards.
  6. A list of users opens. Search for the user, or scroll to find the user you want to edit.
  7. Select a user, then Edit from the Contextual menu, then make and Save your user changes.
The account details work area includes sections you can expand to edit:
  • General
  • Options
  • Other
The account details options you can view and update are listed in the table below:
Account Details SectionFieldDescription
GeneralIDThis user’s account ID (a GUID value). You can search for users by their ID in the user Accounts work area.
Account TypeIf applicable, select an account type. The default is Local user.
TenantThe Tenant for this user account. Not editable here.
NameThe login name for this user. Editable.
Seat TypeSelect a Seat Type from the available options.
Seat ModeIndicates the seat mode for this account. This may be reserved or floating.
Email AddressThe email address associated with this user account. Editable.
Display NameThe user’s display name. Editable.
EnabledIndicates the user account is enabled if checked, disabled if blank. Editable.
NotesAn editable text field; add notes about this user here.
OptionsCultureEnter a language code (such as en-US) for this user. If blank, defaults to Symphony’s defined culture.
Time ZoneThis user’s time zone. Select a UTC option, or leave at Default.
Logon Session Idle TimeoutDefine this user’s idle timeout. Format as dd.hh:mm:ss or hh:mm:ss.
Explicit Password Expiry DateIf defined, overrides the Days Before Password Expire setting. if Password Never Expires is enabled, this value is ignored.
Account Expiry DateDefine the date this account expires.
Allowed IP AddressesDefine the IP address or range of addresses this user must use to connect to your environment.
Active ProjectThe user’s active project. Select the edit icon to change their active project.
Can Change PasswordEnable to allow this user to change their own password.
Password Never ExpiresEnable to override any environment or user account password expiration dates.
OtherCreated TimeThe date and time this user account was created. Not editable.
Last Log On TimeThe last date and time this user account connected to your environment. Not editable.
Last Log On IP AddressThe last IP address this user account used to connect to your environment. Not editable.
Log On CountThe number of times this user account connected to your environment. Not editable.
Change passwordSelect to manually change this user’s password.
adminSelect to update this user’s application privileges. See Application Privileges.
Default viewSelect to change this user’s default view. Defining this overrides their group default view. See Application Privileges.
Active logon sessionsSelect to view the user’s current logged on sessions.
Custom attributesSelect to define the users’ custom attributes. See Custom attributes.
Effective custom attributesSelect to view the effective custom attributes for this user.
TokensSelect to view and manage tokens associated with this user.
Member ofSelect to view and edit the groups this user is a member of.
<User Name>’s recycle binSelect to view the files and folders this user has deleted and can be restored.
Impersonate<User Name>Select to impersonate this user and verify their user experience. Any changes you make as the user will persist.
Perform advanced user tasks in Visual Data Discovery
  1. Log in as a system admin or tenant admin. If you are logged in as a tenant admin, verify you’re in or switch to the appropriate tenant.
  2. Select Users from the main menu. The Users work area opens.
  3. Scroll to find an existing user, or use the Search field to find a user.
  4. Select Edit user from the Actions menu for the user you want to update. An Edit user pop up dialog opens.
  5. Select the actions menu button, then Edit in Visual Data Discovery.
  6. A list of users opens. Search for the user, or scroll to find the user you want to edit.
  7. Select a user, then make and Save your user changes.
For more information about advanced user tasks you can peform in Visual Data Discovery, see Modify Users. See the following topics: