User Manager Widget
Copyright © 2019 EarthSoft, Inc • Modified: 04 Mar 2019
The User Manager widget is located on the Administration dashboard. Administrators may use the User Manager widget to view, modify, or create users. This widget is only available to administrators. Even if a non-administrator is granted permission to use this widget, the widget will be empty/blank for non-administrators.
Note: EarthSoft strongly recommends that the User Manager widget not be added to any other dashboard apart from the Administration dashboard as it may cause permission issues.
The User Manager widget displays a grid that lists users in the system (aka the ST_USER table) and contains attributes of the user. The widget has the following six columns:
User Icon – The icon used to indicate a user. This column is for display purposes only and may not be changed. The same icon is used regardless of status.
User Name – The name of the user. This value must be unique (within the ST_USER table) and is immutable (may not be changed). Click the user name to open the User Profile Editor window for that user.
First Name – The user's first name. This value is optional.
Last Name – The user's last name. This value is optional.
Email Address – The email address of the user. The email address must be unique (within the ST_USER table). Click on the email address to use a "mailto:" link to send an email to the user.
Status – This indicates the status of the user.
•A – Active user assigned to at least one role based license. User can login and use the application (based on applicable permissions).
•B – Pending review. Users that have registered and are pending approval and activation.
•C – Limited to communication. Users that are non-licensed and may receive email notifications from the application (e.g., EIA emails), but may not login.
•R – Inactive users and not part of any licensed role. These users may not login and are unable to use the application.
Note: Only use the 'Disable' function in the User Profile Editor for a user if you plan on not re-activating them. If you plan on reactivating a user, EarthSoft strongly recommends to remove the user from a license role and NOT disable them.
The grid columns of the User Manager widget can be sorted or filtered based on these properties.
Sorting – The columns are sortable by clicking on the column header (click again to reverse the sort). Note that sorting does not change the current page, and the first or last values of the sorted column may not be displayed, unless on the first or last page of the list.
Filtering – To filter the users, enter a search term (one or more characters) in the appropriate search box beneath the column header. Only users that contain the search term will be displayed.
The grid header contains the following items:
New User – Click the New User button to create a new user. The button opens the User Profile Editor window to enter attributes of the user.
The bottom of the grid contains paging controls for displaying a limited number of users at a time, as described below.
Arrows – Use the left/right arrows to navigate through pages.
Go to Page List – Select a specific page to navigate directly to that page.
Rows per Page – Change the number of users to be displayed per page by using the drop-down menu.
Count of Pages and Total Items – This control indicates the total number of users available in the grid, how many pages to display the users, and which page is currently selected.
The paging controls are specific to the current search. For example, if there are 100 users, but only 15 users match the current search term, then the paging controls will apply only to the 15 matching users.
The User Manager widget has no specific properties. To change the title or color of this widget, open the Widget Editor by selecting the More Options icon in the upper right corner of the widget to display the drop-down menu and then select the Edit menu option.
Widget Title – By default, the widget title is User Manager. The title can be modified.
Widget Color – The color of the widget can be changed using the Change Widget Themeicon to the left of the widget title.
Cancel – Select the Close without Saving button to exit the Widget Editor without saving changes.
Save – Changes will be applied to the widget by clicking on the Save button. The Widget Editor screen will close after the save operation is complete.