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System Administration

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 Adding a User

Adding Users from Active Directory

Adding a User

This allows you to add a user manually without connecting to your Active Directory.

1.       Click the System Admin menu.

2.       In the Navigation pane, click the plus sign (+) next to Security to access the sub-menus.

3.       Click Users.

4.       There are two ways to add a user:

·         Within the tool bar directly above the Navigation pane, click the dropdown arrow next to New. From the list select. Users.

·         Within the Actions pane, click the Add New Users link.

5.   With either option, the General - User window opens. Enter the following user information (required fields are designated with an asterisk (*):

·         Supervisor Name – click the dropdown arrow to access a list and from the list, select the supervisor name.

·         User Name* – type-in the login name for the user.

·         First Name – type-in the first name.

·         Last Name – type-in the last name.

·         Email Address – type-in the email address.

·         Phone Number – type-in the telephone number.

·         Alt Phone Number – type-in an alternate phone number.

·         Fax Phone Number – type-in the fax number.

·         TCO – click the dropdown arrow to access a list and from the list, select the TCO (Telephone Control Officer).

·         Resource Manager – click the dropdown arrow to access a list and from the list select the resource manager name.

·         Last Login Date – displays the date the user last logged into cairs.net.

·         Last Login Location – displays the computer IP address last used to log into cairs.net.

·         Last Password Change Date – displays the date the user changed their password.

·         Disabled – a checkmark in the box indicates that the username has been disabled.

·         Operator Number – type-in the operator number for the user.

·         User Job Title – type-in the job description for the user.

·         Is System Administrator – click the box to insert a checkmark to indicate that this user is a System Administrator.  This selection overrides any other and allows the user complete system access. 

·         Limit by Site - click the box to insert a checkmark limiting this user to only see the sites selected within the Sites window.

·         Window Service Account - click the box to insert a checkmark enabling single sign-on. Meaning , when you login to Windows you also login to cairs.net, eliminating the need for a separate username and password

! In order for single sign to work properly, the Windows login and the Active Directory login must be the same.

·         UCE Notifications – click the dropdown arrow to access a list and from the list, select one of the following options to determine if the user receives information when there is an event or error in UCE:

·         None - Don’t notify of any events

·         Debug - Notify all events (This is only recommended when you are troubleshooting UCE from cairs.net UCE Monitor)

·         Errors - Notify error and critical events from UCE

·         Only - Only notify when UCE us down or not collecting calls

! Once you have added the user, you now need to associate the user to a profile. You can associate more than one profile to a user, but beware that cairs.net will use the highest level of permission.  For example, if one profile has permission to a switch and the other does not, cairs.net allows the user to access the switch based on the higher profile. 

6.   To assign a profile to a user, highlight the profile within the Available Profiles and click the right arrow button. The profile name moves from the Available Profiles pane to the Assigned Profiles pane. 

Adding Users from Active Directory

This allows you to add a user from your Active Directory. You are required to login to the Active Directory so make sure you have an administrator name, password, and the domain name.

1.    Click the System Admin menu.

2.    In the Navigation pane, click the plus sign (+) next to Security to access the sub-menus.

3.    Click Users.

4.    In the Actions pane, click the Add User from Active Directory link.

5.    The Provide Active Directory Credentials window opens. Login with your Administrator Name, Administrator Password, and Domain.

6.    Click the OK button.

7.    The Active Directory list displays. Within the Active Directory list:

·         Search for a Subscriber by typing the subscriber name or portion of the subscriber name in the text box in the upper right-hand corner. The list displays all subscribers that contain the portion of the search characters and the highlighted fields display the search characters. For example, if the search parameter typed in is ‘Len’, anywhere ‘Len’ appears in any active directory listings is displayed and highlighted within a new list. To return to the full list of users after a search, click the red X within the search parameters box.

·         Sort the list by clicking any column header. For example, click the Username column header to sort the list alphabetically by user name.

8.    Within the list, double click the user name to add. The User Details window opens with the User Name, First Name, Last Name, and Email Address automatically populated with the Active Directory information.

9.    Enter the remaining user details.

! Once you have added the user, you now need to associate the user to a profile. You can associate more than one profile to a user, but beware that cairs.net will use the highest level of permission.  For example, if one profile has permission to a switch and the other does not, cairs.net allows the user to access the switch based on the higher profile. 

10.  To assign a profile to a user, highlight the profile within the Available Profiles and click the right arrow button. The profile name moves from the Available Profiles pane to the Assigned Profiles pane.

11.  To remove an assigned profile, highlight the profile within the Assigned Profiles and click the left arrow button. The profile name moves back to the Available Profiles pane.

12.   Within the Actions ribbon group, click Save (to save and stay) to continue working with this user, click the Save & New button to ass another user, or click Save & Close (to save and exit) to return to the User list.

13.  The Active Directory list continues to stay open until closed allowing administrators to add multiple users without having to login each time. To close the Active Directory list, click the red X in the upper right-hand corner.

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