Users

Rights User Management
Access  ARCAD-API Server → Users

User accounts define access rights for each ARCAD-API user and are managed in the ARCAD-API Studio. Each user account has a unique login.

It is important to define users and assign the correct profiles to each one. The individuals who use ARCAD-API at different stages must have accurate authority levels in order to access the various processes.

User Management

The  Users view is used to manage existing users as well as to create new ones.

User information can either be stored and completely managed in the ARCAD-API Server, or imported from an external LDAP which manages login credentials.

Follow the subsequent steps to create a new user.

Step 1   To access the Create a new user wizard, either click the create icon in the Users search view or right-click anywhere in the view and select Create a new user.

Step 2   Complete at least one of the fields in order to create the account.

Step 3   Click Finish.

Result   The new account is created and the User editor opens automatically.

Important!

It is important to continue editing the new user's information right away to complete the user configuration and assign a login and password.

From the Import User view, you can import your users in batch from an LDAP login source, and keep users synchronized. Furthermore, you can assign the ARCAD-API profiles to the imported users immediately from this view.

Follow the subsequent steps to import users.

Step 1    To access the Import Users view, click the Import Users icon in the Users view.

Step 2   Tick LDAP to select the login source from which to import the users.

Important!

The login source selection boxes are not displayed if the login sources are not already configured.

Step 3   Select the target profile in the drop-down list. The list shows all the profiles created in the ARCAD-API Server.

Step 4   Define the LDAP User Filter option to retrieve the list of users that can be imported, then click on the Search button.

The filtered results appear as a list.

Step 5   Check the box corresponding to the LDAP user you want to import, then click Import.

Result   The user(s) is/are imported and displayed in the  Users view.

To view or edit a user's information, connection details or profile(s), either right-click on the user then select  Edit, select the user then click the  edit icon or double-click. The User editor is opened where all of its details are managed.

Important!

If users were imported via LDAP (Active Directory), their details are not managed in ARCAD-API. There is nothing to configure or edit for imported users

Edit the details displayed in the Personal Information tab of the User editor by making changes in the fields necessary.

Changing the user's ID (display name and the email address used when sending automatic emails) are simple edits.

Save the changes (, Ctrl+S or File > Save).

If users are stored in the internal database, and not an external LDAP, their ARCAD-API log-in credentials must be defined.

Important!

If users were imported via LDAP (Active Directory), their login and password are not managed in ARCAD-API.

Select Application stored login from the Login storage drop-down list, then complete the necessary fields.

Login

The user name to enter when accessing ARCAD-API.

Note

Spaces cannot be used in user names.

Password validity

Select the date the user's login password will expire. Entering an expired date forces the user to change their password the first time they log in.

Note

The server can impose a certain level of password complexity depending on its settings. By default, a password of at least 8 characters long, and containing at least one lower case, one upper case, one number and one symbol is required. These rules can be extended by the server administrator. Refer to the ARCAD-API Server Configuration Guide.

Password

Either enter a password for the user or click the random password button to generate a random password. A confirmation window displays the random password generated by the system.

Important!

It is important to write down what it is before clicking Yes because after you accept a random password there is no way to recover it.

Any user can change his password after they access their account.

Note

The password field is encrypted. It will always display 6 bullets, no matter what the length of the real password is.

Confirmation
Re-enter the password chosen. The confirmation is automatically filled in for random passwords.
Locked
If this checkbox is ticked, the user cannot access ARCAD-API. A user’s account is locked automatically if the user tries to access ARCAD-API too many times using the incorrect password. The administrator can lock accounts manually by ticking the checkbox.

Save the changes (, Ctrl+S or File > Save).

Follow the subsequent steps to associate a user with external LDAP login credentials.

Step 1   In the Login Storage drop down list, choose Shared LDAP directory.

The LDAP user management view

Step 2   Click the  Login icon to select the login that will be assigned to the user. This list is prepopulated with the login candidates defined in the external LDAP directory referenced in the Connection configuration category.

Result   The users can login to ARCAD-API using their LDAP login information.

At least one profile is required for every user because they grant the rights required to manipulate entities or items. If a user has no profile, they have no rights to access, create or edit anything.

Select the Profiles tab of the User editor to view and manage the user's profile(s).

To assign a profile to a user, click the  Add button and select the profile from the list, then click OK. The list of profiles is prepopulated with the profiles already available.

To remove a user's profile, select it then click  Remove.

Reference

For more information about the different rights available in the ARCAD-API Studio, refer to User rights.

To view the rights granted to a profile, and for more information about creating profiles and managing the rights for each one, refer to Managing profiles and rights.

Warning!

Deleted users cannot be recovered.

To delete a user, select it in the  Users view and click the  Delete icon. Click OK to confirm or click Cancel to keep the user.