Each Wrapsite must define the users that have access to its wraps. User Roles and Workgroups are used for access control. User-related settings define rules for User registration, passwords etc.
User accounts are maintained separately per Wrapsite. User accounts have a unique username and password to access the Wrapsite.
User profiles add extra user information (e-mail address, address, telephone, etc). The User-related Wrapsite settings are described at the end of this document and control things such as password rules and the User registration process.
Users are assigned one or more Roles. Users may belong to a Workgroup.
To learn more about access control, visit the help page about the ExcelWraps permissions model.
Many system events related to Users can be logged in the Audit Trail: login/logout, failed login, password change, lost password, etc.
The Audit Trail can also register every time you create, edit, or delete a Role, or grant/revoke a Role for a User.
Users are an integral part of the ExcelWraps permissions model. You define your users on your Wrapsite’s Administration > Users page.
The Apply button performs the action selected in the Actions menu for the selected Users. The possible actions are:
The monthly fee for ExcelWraps is based upon the count of approved/enabled users. Users that are disabled cannot log in and aren’t charged for.
The Filter setting allows you to show all approved users, users that are pending approval, or users that have been sent a verification e-mail but not clicked on the verification link yet. The Sort by setting allows you to order the Users by Name, E-mail address, or the time for their most recent login. Press the Filter button to apply the filter and sorting settings and refresh the list of Users.
Click on the Add a new user button to define a new user of the Wrapsite.
The search boxes are used to find Users by filtering the corresponding column – just enter a part of the expected value for each applicable column and press Filter.
The checkbox in the column header selects all Users.
The Name column contains the name of the User.
The Email column contains the User’s e-mail address.
The Company column shows where the User works.
The Location column contains the name of the city where the User’s office is located.
The Roles column contains the Roles assigned to the User.
The Workgroup column contains the name of the User’s Workgroup.
The Actions column allows you to edit the User properties described below, or to Disable the User from logging in.
The Last Login Time column contains a timestamp for the User’s most recent login.
If you click on the name of a User, the Edit User window opens with the User’s properties.
The number of items per page is controlled by the Show parameter at the bottom of the list. If the number of items exceeds this setting, a page navigation control appears to the right of it, allowing you to navigate directly to the page you want.
Clicking on the Edit link for a User allows you to modify some of the User’s properties:
The Roles defined on the Roles tab (see below) appear on the detail page for each User. To assign a Role to a User indefinitely, tick the corresponding checkbox.
If one or more roles aren’t visible here, you may need to check your settings. The roles that are assignable to Users are globally controlled by Settings > ExcelWraps > Assignable Roles Pool, and you select the assignable roles per Workgroup in Users > Workgroups > Assignable Roles.
You can dynamically assign Roles from a Competence Wrap using the UserRole function. If a User has been dynamically assigned a Role, it has an automatic expiration date instead of the tick in the box that the permanent Roles have. The User in the screenshot below has the Client Role until the expiry date, and the C-Mech Role until it is revoked.
If you tick the checkbox for a dynamic Role, you disable the automatic expiration and the Role becomes permanent – the User retains the Role until you untick the box. If the box is not ticked, or if you tick it and then untick it, the User still retains the Role until it expires automatically. The help for the UserRole function describes how to remove a dynamic Role.
When a new User is registered in ExcelWraps, he/she is not assigned to any workgroup and the Workgroup setting says None.
To assign a User to a particular Workgroup, select that group in the list.
User passwords are defined when you register a new User. The formatting rules for passwords are documented under Passwordsbelow. You can change a user’s password on the Passwords page described below.
Roles are an integral part of the ExcelWraps permissions model. You define your Roles on your Wrapsite’s Administration > Users > Roles page.
Adding a new role here does not necessarily make it visible in all lists of roles. When you assign permissions for Wrapgroups, the visibility of Roles is controlled by Settings > ExcelWraps > Displayed Roles. The roles that are assignable to Users are globally controlled by Settings > ExcelWraps > Assignable Roles Pool, and you select the assignable roles per Workgroup in Users > Workgroups > Assignable Roles.
The Apply button performs the action selected in the Actions menu for the selected Roles. The only possible action is Delete which disconnects all Users from the Role and removes the Role definition. Note that this is an extremely rare action. You will have to manually grant the Role to all the applicable users again if you ever want to undo the delete.
Click on the Add a role button to define a new Role.
The checkbox in the column header selects all Roles.
The Name column contains the name of the Role.
The Actions column allows you to edit the Role properties described below, or to delete the Role.
If you click on the name of a Role, the Edit Role window opens with the Role’s properties.
The number of items per page is controlled by the Show parameter at the bottom of the list. If the number of items exceeds this setting, a page navigation control appears to the right of it, allowing you to navigate directly to the page you want.
Clicking on the name of a Role in the list allows you to modify some of the Role’s properties:
You may want to assign some extended ExcelWraps permissions to particular Roles. In this case, scroll to the MoreVision.ExcelWraps Feature section and tick the ExcelWraps feature permissions required for the Role.
Passwords are used to protect user identities as an integral part of the ExcelWraps permissions model. A password is set for each User when they are defined. You can change User passwords on your Wrapsite’s Administration > Users > Passwords page.
By default, passwords must be at least seven characters long. They must contain at least one uppercase letter, one lowercase letter, one digit, and one special character. The special characters that you may use in passwords are
!@#$%^&*(){}[].
You can define local password rules at Administration dashboard > Settings > Users > Passwords must meet Custom requirements.
The search box is used to find Users by name or e-mail address – just enter a part of the name or e-mail address and press Enter. The Filter setting allows you to show all approved Users, Users that are pending approval, or Users that have been sent a verification e-mail but not clicked on the verification link yet. The Sort by setting allows you to order the Users by Name or E-mail address. Press the Filter button to apply the filter and sorting settings and refresh the list of Users.
The down arrow in the column header selects all Users.
The Name column contains the name of the User.
The Email column contains the User’s e-mail address.
The Actions column allows you to change the password for the User.
If you click on the name of a User, the Change Password window opens.
The number of items per page is controlled by the Show parameter at the bottom of the list. If the number of items exceeds this setting, a page navigation control appears to the right of it, allowing you to navigate directly to the page you want.
Clicking on the Change Password link for a User allows you to change the User’s password. The formatting rules for passwords are described above.
In the form, enter a temporary password for the user once in each field, then press Save.
Instruct the user to login using the temporary password, then change it again to ensure that each user has a password that cannot have been intercepted in transit and isn’t known to anyone else.
Workgroups are an integral part of the ExcelWraps permissions model. You define your Workgroups on your Wrapsite’s Administration > Users > Workgroups page.
The Apply button performs the action selected in the Actions menu for the selected Workgroups. The only possible action is Delete which disconnects all users from the selected Workgroup and removes the Workgroup definition. The Users in the Workgroup are not deleted.
Click on the Add button to define a new Workgroup.
The down arrow in the column header selects all Workgroups.
The Name column contains the name of the Workgroup.
The Tags column contains the tags used to select this Workgroup when it is trusted with an instance belonging to another Workgroup.
The Trusted Workgroups column contains the names of the Workgroups that this Workgroup permanently trusts with access to its Wraps.
If you click on the name of a Workgroup, the Edit Workgroup window opens with the Workgroup’s properties.
The number of items per page is controlled by the Show parameter at the bottom of the list. If the number of items exceeds this setting, a page navigation control appears to the right of it, allowing you to navigate directly to the page you want.
Clicking on the name of a Workgroup in the list allows you to modify some of the Workgroup’s properties:
There is a group of settings on the Administration dashboard > Settings > Users that control User administration.