Edit a User

Note: If you change a user's name, password, role, preferred language, or email address while that user is signed in, the changes do not take effect until the user signs out and signs in again.

1. Sign in to Ipswitch Analytics as a System Administrator or Administrator.
2. At the top of the screen, click USERS. The Users module opens.
3. In the list of users, click the name of the user that you want to edit. The Edit user dialog box opens.
4. Change any of the following items:

   Note: Administrators cannot make changes to users who have the System Administrator role.

   Username: A unique alphanumeric username. Names are case-sensitive. Duplicate names are not allowed, but you can reuse the name of a user who has been deleted..

   Role drop-down list: Default role is Reader.

   The user's Role controls access to Ipswitch Analytics modules and Ipswitch Analytics report types, and allows the following actions:

   • Partner: View Transfer and Workflow reports in the Library.
   • Monitor: View the Monitor.
   • Reader: View the Monitor; view Transfer and Workflow reports in the Library.
   • Creator: View the Monitor; view Transfer and Workflow reports in the Library; create reports in the Templates and Schedule tabs. This role is for users whose main purpose is to create reports.

     Note: A ruleset can limit the MOVEit sources that a Creator can access when creating and running templates, and when creating schedules.

   • Administrator: Access all Ipswitch Analytics modules except the SETTINGS > System tab; view all report types, including User Audit and Security reports; create rulesets, assign rulesets to schedules.
   • System Administrator: Full access: manage all system settings and access all areas of Ipswitch Analytics.

     Caution: Assign users to the System Administrator role with caution. Only System Administrators can manage system-wide settings in the Settings module, and can access all areas of Ipswitch Analytics.

   The table shows each role, its permissions, and the accessible Ipswitch Analytics modules.

   

   Follow your organization's accepted security practices when assigning roles.

   Password: If you are creating a new user, the field shows a suggested password. If you are editing a user, the field shows the current password.

   • To have the system suggest a different password, click Generate. A new randomly-generated password appears in the Password box
   • To create a custom password, click Change. The Enter Password for <username> dialog box opens. Type the password for the user and click Save.

   Firstname and Lastname: These fields are optional.

   Email address: The address where the user will receive email notifications when scheduled reports are ready for viewing.

   The email address does not need to be unique; multiple users can share the same email address for the purpose of receiving reports.

5. To change the user's language, click User preferences, select a language, and click Save.
6. When you are finished with your changes, click Save.