{"id":6924,"date":"2015-10-20T12:26:41","date_gmt":"2015-10-20T04:26:41","guid":{"rendered":"http:\/\/localhost\/help\/?page_id=6924"},"modified":"2020-11-11T17:18:36","modified_gmt":"2020-11-11T09:18:36","slug":"user-management","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/security\/user-management\/","title":{"rendered":"User Management"},"content":{"rendered":"\n

This article applies to P2 Explorer versions 4.3.0-4.5.5 ONLY. For the latest versions, see Security<\/a>.<\/p>\n

When new people start in your organisation, if you are using Windows Authentication, all users will automatically be added to P2 Security the first time they log in to P2 Explorer.<\/p>\n

If you are not using Windows Authentication, you will need to manually add people as users in P2 Security.\u00a0<\/p>\n

Once a user has been added in P2 Security (either automatically or manually), they will automatically be included in the Everyone global role<\/a>, which has read and modify permissions for all workspaces, pages, and trends in P2 Explorer.<\/p>\n

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Tutorial 1: Granting Users Permissions<\/h2>\n

Users are granted permissions by being assigned to global roles.<\/p>\n

Read more: Application and Global Roles<\/a><\/p>\n

Step 1. Create the global roles<\/h3>\n

1. On the left, click Global Roles<\/strong> (under Administration).<\/p>\n

2. In the top right of the blue toolbar, click the Add<\/strong> \"addbutton\"\u00a0button . \u00a0<\/p>\n

\"\"<\/a>\u00a0<\/p>\n

3. In the Add Global Role<\/strong> dialog box, type a name and description for the new global role, and then click OK<\/strong>.<\/p>\n

Note that Internal Name is required, and it must be unique and contain no spaces.<\/p>\n

\"addglobalrole\"<\/a><\/p>\n

Step 2. Assign users to global roles<\/h3>\n

\u00a0\"\"<\/a><\/p>\n

1. In P2 Security, click User Roles<\/strong>\u00a0on the left.<\/p>\n

2. In the Global role<\/strong> drop-down list, select the global role that you want to add users to.<\/p>\n

3. Click the user you want to add to the role.<\/p>\n

Tip<\/strong>: To add multiple users, use CTRL+click (hold down the CTRL key and click each user to select).<\/p>\n

4.\u00a0Click the left arrow \"securityleftarrow\"\u00a0button to add this user to the global role.<\/p>\n

5.\u00a0Once this user\u00a0has been mapped (see screenshot below), click the Save<\/strong> button.<\/p>\n

\"userrolesmapped\"<\/a>\u00a0<\/p>\n

You have now mapped the user to the global role. This user now has all the permissions associated with this global role.<\/p>\n

To see how global roles are used to grant permissions for workspaces, pages, and trends, see Configuring Default Security<\/a>.\u00a0<\/p>\n

\u00a0<\/p>\n

\n

Tutorial 2: Manually Adding Users to P2 Security\u00a0<\/h2>\n

\"users\"<\/a>\u00a0<\/p>\n

1. In P2 Security, click Users<\/strong> on the left.<\/p>\n

2. Click the Add<\/strong> \"addbutton\"\u00a0button on the right.<\/p>\n

3. Fill in the fields on the page as follows:<\/p>\n