Managing users

Viewing which groups a member belongs to

A user can be a member of one or many groups. Since a group can be a member of another group, hierarchies of groups can be built. A user who is an explicit member of a group is also, by inheritance, a member of that group's parent groups.

Procedure

Enter a search expression in the search field and click Search to find the user you want.
Select the user from the list below.

Tip: If the resulting list contains more than 100 users, you can use the pagination controls at the bottom to view more users that match your search criteria.
On the Properties tab, go to the Member of groups, where all the members of the group are listed. Groups shown in black text are groups that the user is explicitly declared a member of, whereas groups shown in grey text are groups that the user is a member of by inheritance.

Including a user in a group

You can assign a user to be a member of a group from the Users tab, but it is easier to configure which users should be members of a group from the Groups tab.

Procedure

Enter a search expression in the search field and click Search to find the user you want.
Select the user from the list below.
On the Properties tab, click Edit next to the Member of groups field, in which all the groups the selected user is a member of is listed.
The Available groups list shows all the groups on the server. You can sort these either alphabetically or hierarchically if you prefer a better view of which groups are members of which other groups.
Select a group that you want the user to be a member of, and click Add. The group is shown in the User is a member of groups list.
Click OK when done.

Changing a username

Changing a username is only possible if the Spotfire Server is set up to use database authentication, that is, if the list of Spotfire users is residing on the server only. If the Spotfire Server is configured to connect to a company's Windows user directory then usernames are handled in that context.

Procedure

Enter a search expression in the search field and click Search to find the user you want.
Select the user from the list below.
On the Properties tab, the username is shown. Click Rename next to the field.
Enter a new name in the Change display name for 'user' dialog and click OK.

Changing a password

Changing the password for a user is only possible if the Spotfire Server is set up to use database authentication, that is, if the list of Spotfire users is residing on the server only. If the Spotfire Server is configured to connect to a company's Windows user directory, then user passwords are handled in that context.

Procedure

Enter a search expression in the search field and click Search to find the user you want.
Select the user from the list below.
On the Properties tab, there is a field called Password. Click Change Password next to the field.
Enter the new password in both the fields in the Change password for 'user' dialog and click OK.