EV Observe - Configure User Accounts

Last modified on 2023/06/26 10:02

Each user in EV Observe:

  • Is associated with a monitored company, i.e. a Certified Reseller (CR), an IT Service company, or a Solution company.
  • Is associated with a role with rights to functions on the monitoring platform.
  • Can be associated with a directory (SAML or LDAP) for authenticating access to EV Observe.

Roles in the standard platform configuration

Code Name Platform rights
RPC_ADMIN Certified Reseller or Partner - Administrator EV Observe platform administrator for the certified reseller or partner.

Configuration and operation rights. Authorized to create users with a lesser role.

RPC_DAF Certified Reseller or Partner - Administrative and Financial Director Right to access IT Weather in read-only mode.
RPC_ET Certified Reseller or Partner - Technical team Operation rights including access to dashboards.
RPC_RT_VALUE Certified Reseller or Partner - Solution company (single customer company) Resells and configures the EV Observe solution on behalf of one of its customer companies.

Configuration rights. Authorized to create users with a lesser role.

SIG_ADMIN Certified Reseller or Partner customer company - Administrator EV Observe platform administrator for the customer company of the certified reseller or partner.

Configuration and operation rights. Authorized to create users with a lesser role.

SIG_DAF Certified Reseller or Partner customer company - Top Management profile Right to access IT Weather in read-only mode.
SIG_ET Certified Reseller or Partner customer company - Technical team Right to access IT Weather, monitoring and discovery.

Notes

  • Only users whose role has adequate rights can manage user accounts.
  • Roles are defined by EV Observe. You cannot add new ones or modify existing ones.
        Open url.png See the list of roles defined in the standard configuration
  • Users cannot see other same-level companies or higher-level companies.

Best Practice

  • Assign the No access role to users who have left the company. This enables you to remove access to the platform while keeping historical data on these users.
  • To propagate the configuration of a group of Local user accounts quickly to an SAML directory, use the Convert function found in the Administration > External connections > SAML menu.

Menu access

Administration > Application > Accounts

Screen description

          User account.png

Authentication: Method for managing users, i.e. Local or belonging to an LDAP or SAML directory.

  • The fields to be specified depend on the authentication method.
     

Local authentication

  • Last name / First name: First and last names of the user.
  • Login / Password: User login and password for logging in to EV Observe.
    • The login is the email address of the user and is used to contact the user on the EV Observe platform.

Best Practice icon.png  Click Generate a password to automatically generate a password in compliance with advanced security rules, e.g. accented characters, upper and lower case letters, etc.

LDAP authentication

  • LDAP directory: Name of the LDAP directory.
    • The LDAP directory must first be defined in the Administration > External connections > LDAP menu.
  • Prefix username with domain: Used to indicate if the LDAP directory domain should be prefixed to the user name (box is checked) or not (box is not checked).
  • Login: Login of the user belonging to the LDAP directory used to link the directory with the EV Observe platform.
  • Last name / First name / Email Address: ID of the user belonging to the LDAP directory.
    • You cannot modify these fields.
       

SAML authentication

  • SAML directory: Name of the SAML directory.
    • The SAML directory must first be defined in the Administration > External connections > SAML menu.
  • Login: Login of the user belonging to the SAML directory used to link the directory with the EV Observe platform.
  • Last name / First name: First and last names of the user.
  • Login: Login of the user used to contact the user on the EV Observe platform.
    • The login is the email address of the user.
       

Associated with: Name of the company associated with the user.

CRM user: not used

Role: Role associated with the user, with access rights to menus.
    Open url.png See the list of roles defined in the standard configuration

  • Once you have selected a role, the list of functions the role is authorized to access will appear.

Procedures

How to create a user

Note: Only for users whose role has adequate rights.

Step 1: Select the company where you want to create the new user

SelectCompanyInCompanyTree_Procedure

1. Go to the Web app.

2. Select the company from the company tree structure.

Notes:

  • The selected company must be associated with a Box.
  • You can create a new company. Open url.png See the procedure

    Company tree structure.png

Step 2: Create the new user

1. Select Administration > Application > Accounts in the menu.

2. Click Add.

3. Specify the information on the new user.

4. Click Apply.

How to modify a user password

Note: Only for Local users

Modify the password after logging in to the app

1. Log in to the Web app.

2. Click User profile icon.png in the top banner.

3. Select your account.

       User management zone - Account.png

Information on your user profile will appear.
        Fundamentals - User management zone - Profile information.png

4.  Modify and confirm the new password.

5. Click Apply.
 

Modify the password from the login window

1. Access the app login window.

2. Click Forgot your password?

The window for resetting the password will appear.
        Fundamentals - Reset password from the login page.png

3. Enter your email address and the CAPTCHA code displayed.

3. Click Apply.

An email for resetting your password will be sent to your email address.

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