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 VisualData 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
Update and edit user account information using this work area.
The account details options you can view and update are listed in the table below:
Account Details SectionFieldDescription

General

ID

This user’s account ID (a GUID value). You can search for users by their ID in the user Accounts work area.

Account Type

If applicable, select an account type. The default is Local user.

Tenant

The Tenant for this user account. Not editable here.

Name

The login name for this user. Editable.

Seat Type

Select a Seat Type from the available options.

Seat Mode

Indicates the seat mode for this account. This may be reserved or floating.

Email Address

The email address associated with this user account. Editable.

Display Name

The user’s display name. Editable.

Enabled

Indicates the user account is enabled if checked, disabled if blank. Editable.

Notes

An editable text field; add notes about this user here.

Options

Culture

Enter a language code (such as en-US) for this user. If blank, defaults to Symphony’s defined culture.

Time Zone

This user’s time zone. Select a UTC option, or leave at Default.

Logon Session Idle Timeout

Define this user’s idle timeout. Format as dd.hh:mm:ss or hh:mm:ss.

Explicit Password Expiry Date

If defined, overrides the Days Before Password Expire setting. if Password Never Expires is enabled, this value is ignored.

Account Expiry Date

Define the date this account expires.

Allowed IP Addresses

Define the IP address or range of addresses this user must use to connect to your environment.

Active Project

The user’s active project. Select the edit icon to change their active project.

Can Change Password

Enable to allow this user to change their own password.

Password Never Expires

Enable to override any environment or user account password expiration dates.

Track Log On History

Enable to track this user’s log on history.

Other

Created Time

The date and time this user account was created. Not editable.

Last Log On Time

The last date and time this user account connected to your environment. Not editable.

Last Log On IP Address

The last IP address this user account used to connect to your environment. Not editable.

Log On Count

The number of times this user account connected to your environment. Not editable.

Change password

Select to manually change this user’s password.

admin

Select to update this user’s application privileges. See Application Privileges.

Default view

Select to change this user’s default view. Defining this overrides their group default view. See Application Privileges.

Active logon sessions

Select to view the user’s current logged on sessions.

Custom attributes

Select to define the users’ custom attributes. See Custom attributes.

Effective custom attributes

Select to view the effective custom attributes for this user.

Tokens

Select to view and manage tokens associated with this user.

Member of

Select to view and edit the groups this user is a member of.

<User Name>‘s recycle bin

Select to view the files and folders this user has deleted and can be restored.

<User Name>‘s notifications

Select to update or remove this user’s notifications.

<User Name>‘s project

Select to view and manage this user’s project, project files, and content.

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: