VSM has two tiers of user management

• Business Partner Users
• Customer Users

Where a customer does not have a business partner, the Business Partner is Virsae.

Permissions

There are two permission options:

• Administrator
• Normal

Administrator Permissions

Administrators have full read/write access across their entity and any entities beneath them.  That means, a business partner administrator, has full access to edit and manage their BP account settings, as well as manage all the configuration and account settings of their customers. Note: Full access can be restricted using Manage Roles and Access.

Normal Permissions

A normal user only has read permissions, and typically does not have edit permissions.  They typically can still access most of the same pages as an administrator, but will not have edit permissions.  Some administrative pages are hidden entirely from a normal user.

Roles and Access

It is possible for business partners to configure which customers, locations, or equipment their users have visibility of, this is configured under 'Manage Roles and Access'.  By default all newly created users have visibility of all customers, locations, and equipment within their entity realm.

Detailed information on configuring custom roles and access can be found under Manage Roles and Access

Creating New Users

To invite a new user navigate to: Administration → Manage Users

Click 'Invite User', and select the entity and permissions

In the example below, the business partner, Virsae Direct, is inviting a normal user to 'Virsae Direct'.  Alternatively, they could also invite customer users, by choosing one of their customers from the entity drop-down. 

The user will be sent an invite link, which they must activate in the next 24 hours, before it expires. 

Once the user has accepted the invite, the administrator can further configure their access and assign them specific roles as needed. 

To administer or create a user select Service Desk > Manage Customer > Manage Users.

1. To Create a new user, click on the ‘Invite User’ button and then fill in the required details.
   1. An Invitation will be sent to the users email address.
   2. Upon receipt of the invitation the user will need to click on a link and fill in the required details.

• The Username must be the users email address.

• To edit accounts you must have Administrator permissions. Refer Managing Users

Account Settings

Policies around password settings, and session timeouts can be configured at a customer level, and applied to all users for by default. 

Account settings are configured under Service Desk → Manage Customer.

Password Policy

Password Aging

This setting is disabled by default.  If enabled, the policy forces a user to change their password after a specified number of days.

Password History

This setting is disabled by default.  The enforce password history setting determines the number of unique passwords associated with a user account, before an existing old password can be reused.   The maximum value is 24.  The minimum value is 1. 

Timeout Policy

Idle Timeout

This setting is disabled by default.  If enabled, it determines the number of minutes of inactivity before the user session times out and the user is redirected to the login page. 

The minimum value is 1 minutes. 

Dashboards and existing remote access sessions are exempt from this session. 

Account suspension on Inactivity

This setting is disabled by default.  

If enabled, the account suspension on inactivity policy setting determines the number of days an account is idle (if not logged in), before it will be suspended.  

The maximum value is 120.  

Once suspended, a user's account status will change from active to suspended.  The user will no longer be able to log on.  To re-enable the account, an administrator must edit the account and reset to active. 

Over-riding account settings

These account settings can be over-ridden on a per-user basis by an administrator by editing the specific user.

Managing Users

• Administration → Manage Users, or 
• Service Desk → Manage Customer → Manage Users

If you are an Administrator then it is possible to: 

• Reset user password
• Change user password
• Update user account details
• Over-ride customer account policy settings
• Update user details
• Update permissions
• Suspend/Unsuspend user accounts
• Delete user accounts

1. To Edit an existing user, click on the Full Name or select View
   1. User details are presented
   2. Select the Edit button and amend fields. Then select Save.
2. To Delete an existing user, click on the …More menu next to the user name and select Delete from the menu options:
   1. A Confirm Delete popup is presented
   2. Type the word ‘delete’ to confirm and select OK.
3. To Reset a Password for an existing user, click on the … More menu and select Reset User Password from the menu options:
   1. A Confirm Reset Password popup is presented
   2. An email will be sent to the user with instructions to reset their password once the OK button has been selected.

• To edit accounts you must have Administrator permissions. A normal user can view account details and edit some details of their own account.
• Use Edit to Suspend an account. Change the account status to Active to unsuspend.

Account suspension

Accounts may be suspended due to:

• Incorrect password entered more than three times (account is temporarily suspended for 30 minutes), unless unsuspended by an administrator, by resetting a user's account status to when editing the user
• The customer, or business partners has enabled account suspension on inactivity under account details. 

Switching Entities

Sometimes as a business partner, it is desirable to assume the entity of one of your customers.  For example when doing a demo for that customer.

To assume another entity, click on 'Edit Profile' in the top left.  Click Edit, and change entity as needed. 

To switch back to your default entity, click edit profile, and click 'Reset Account' at the bottom of the page