How do I manage Users & Groups Permissions in ATRS?

The User Manager provides a comprehensive platform for establishing and managing users. Easily configure user settings, allocate administrative roles, and define access controls to various functionalities within the system.

 

Step 1: Navigate to System tab and select User Manager.

What is user management?

The principle behind the user management is simple:

• Administrators are able to view and manipulate all schedules.
• Users can only see and manipulate schedules they have created.
• Create Group policies to determine what a user can/cannot access in ATRS.

How do I set up a user?

Step 2: Click Add User.

Step 3: The following screen will be displayed, here you will enter the  required ATRS User details.

• First Name: Enter the user's first name.
• Last Name: Enter the user's last name.
• User ID: Enter a suitable username for the user.
• Password: Create the password for the user.
• Verify Password: Verify the user’s password.
• Security Role: Select a security role.

 

Step 4 (optional): Check the option to Automatically logon with this user and  ATRS will always logon using this user's credentials. When ATRS starts, the splash screen will show this user and the system will automatically log in after 10 seconds. You can interrupt the automatic logon process by typing in a different username and password and manually log on as a different user.

Step 5: Repeat Steps 2- 4 for all users.

How do I Assign Schedules to Users?

Only Administrators can see all schedules.  If you need to assign Schedules to different users you may do this when you create a user or you may do it at a later date.   

Step 1: Select the required user and select Assigned Schedule.

Step 2: You will see a screen where you can choose the schedule or folder from the left-hand pane and assign it to this user by clicking on the green button.

Step 3:  Click OK and save the schedule assignment.

How do I Amend User details?

Step 1: Click on the user that you wish to edit and select Edit.  

Step 2: Overwrite the existing details with the new details.
Step 3: Click OK to save the details.

You can also double-click on the user.

How do I delete a User?

Step 1: Click on the user that you wish to remove and select Delete User.  

Step 2: When the following prompt is displayed Click Yes.

How do I create User Groups?

ATRS provides two main security roles: Administrator and User. These roles allow for efficient management of the functionalities accessible to users within the ATRS system.  

You have the ability to establish different user roles by forming groups.  By placing users into different groups, you can determine what they can and cannot access in ATRS. You can restrict access to certain functionalities, activation/deactivation and even assign blackout times.

Step 1: Select the Groups Tab and then click Add to create a new group.

Step 2: Give the Group a Name

Step 3 (Optional): Provide a description for the group to help other identify at a glance the permissions for this group.

Group Permissions 

Step 4 (optional): Within the Permissions Tab, you have the ability to define access to various system features like operational hours and the options menu. Simply tick the boxes to indicate whether the group should have access to these features.

Destinations Restrictions

Step 5  (optional):  You may control which destinations the group can access.  There are three options to choose from.  You can allow access to all destinations, only certain destinations, or only assigned default destinations,

• Allow all destinations: This group can access all destinations.
• Only allow certain destination types: Check the boxes to indicate which destinations the group has access to.
• Only allow assigned default destinations: Use only the default destinations (created in the Options menu) and assign them to a specified group as shown below. See: Default Destinations

Pre-create destinations in this manner and assign these destinations to the specific group. Perfect for avoiding giving out sensitive logon information such as FTP or SharePoint site info.

Blackout Times

Step 6 (optional): Sett up Blackout Times. Blackout times are set to restrict users from scheduling reports within specific timeframes. Utilize the Operational Hours feature to define these time frames effectively.

Step 7: Click on the + sign to create a new blackout time.

Step 8:Name the Blackout time.

Step 9: Click OK to save the Operational Hours.

Custom Tasks

Step 10: Determine which groups have access to which Custom Tasks.  There are two options, you can either allow all Custom Tasks or allow certain custom tasks.

• Allow all Custom Tasks: All users in this group can use custom tasks.
• Allow Certain Custom Tasks: Specify which task types this group has access to.

Folders

Step 11:  Determine which ATRS folders the Group will have access to.

Step 12:  Once you have configured all the required user group permissions, click OK to save and finish.

How do I Enable Windows Integrated Authentication?

Windows Authentication allows you to use Windows Authentication to log in to ATRS. This can help save time in creating new users for ATRS. Security roles created in ATRS can also be applied to users under Windows authentication.

Step 1: To enable Windows Authentication check the box in the lower left hand corner of the User Manager.

 

You will now be able to assign new and existing users to the newly defined security role as below.

Windows Authentication

How do I Add Active Directory Users to ATRS?

Step 1: Click Add User. 

Step 2: Enter the Domain Name

Step 3: In the Group Name field select the Group from the drop down list the group where the user(s) are located.

Step 4: If you choose to check the option to Add the entire group all users in the user group will be added to ATRS.

Step 5: Assign a ATRS specific group  (Security Role+ to the user. The user will then take on the permissions allotted in the user group. User Groups are created in the Groups Tab.

Step 6 (optional): Assign an email address to the registered ATRS user. 

Step 7: Use the Assigned Schedules button to add schedules to the entire Group.  

Step 1: You will see a screen where you can choose the schedule or folder from the left-hand pane and assign it to this Group by clicking on the green button.  Continue this for all schedules that need to be assigned.

Step 2:  Click OK and save the schedule assignment.