User and User groups

Manage user information, permissions and access. Users can be assigned roles, or organized into groups. 

Users and User Groups have two usages in Mail & Deploy:

  • Users and User Groups control who has access to Mail & Deploy Client and Mail & Deploy Hub (see Hub) in order to create and design reports respectively to request reports and task executions on-demand.
  • Users and User groups can be used as e-mail recipients, regardless of whether they have access to Mail & Deploy Client and Mail & Deploy Hub (see Hub); in other words: you can add users and user groups with no access rights to Mail & Deploy at all in which case they function as e-mail addresses to which reports can be distributed.

You can access users and user groups by clicking Users in the left menu of Mail & Deploy Client.


Managing Users and User Groups 

You can manage users and user groups in three ways:

  1. Users and User Groups can be managed manually, by adding them to the repository by manually entering their data. You can do this by using the following buttons:

    Click this button to create a new user or user group.
    Click this button to edit the currently selected user or user group.
    Click this button the create a copy of the currently selected user or user group.
    Click this button to delete the currently selected user or user group.
  2. Users and User Groups can be synchronized with an active directory or a local user and user group directory (see Synchronize Users and User Groups with Active Directory Action) by using a task (see Tasks).
  3. Users and User Groups can be synchronized with a CSV file (see Synchronize Users and User Groups with File Action) by using a task (see Tasks).

Users and user groups can only be managed if the users with which you are connected to the repository has a role of at least Administrator.


Users 

A user is an entity that usually represents a single person to which report documents shall be distributed and/or who is allowed to design reports and setup tasks and perform administrative tasks in Mail & Deploy.

General Attributes 

Each user has the following general attributes:

NameThe name of the user; this is only used within Mail & Deploy to identify the user.
RoleThe role of the user which determines what the user can do within Mail & Deploy.
LanguageThe language in which user interfaces shall be displayed to the user.
Time zoneThe time zone to which the user's location belongs.
CultureThe culture associated with the user.
E-Mail AddressThe e-mail address of the user. This attribute is only required if e-mails shall be sent to the user.


Roles 

Every user has a role that determines the rights the user has on the repository. All roles include all access rights of lower roles.

None
A user with role None does not have any access rights in Mail & Deploy. The user, therefore, functions merely as an e-mail address that can be used to distribute reports to (see Distribute by E-Mail Action).

Hub Consumer 
A user with role Hub Consumer can log on to the repository through Mail & Deploy Hub (see Hub). Access rights to individual reports and tasks are managed through hub authorizations (see Hub Authorizations). Users with this role can not connect to the repository through Mail & Deploy Client.

API Consumer
A user with role API Consumer can access the repository through Mail & Deploy API (see API). Users with this role can not connect to the repository through Mail & Deploy Client.

Designer
A user with role Designer can access the repository through Mail & Deploy Client. Users with this role can not do certain tasks which are exclusive for administrators (see Administrator).


Administrator 
A user with role Administrator has full rights on the repository. They have the following exclusive rights:


Credentials


Every user can optionally have credentials that are used to authenticate the user in the repository. Credentials are required, if:

  • The user wants to use Mail & Deploy Client to log on to the repository. In this case, the user is required to have credentials of type Windows.
  • The user wants to log in to Mail & Deploy Hub (see Hub). In this case, any type of credentials is sufficient.
  • The user is used to authenticate when using Mail & Deploy API (see API). In this case, any type of credentials is sufficient.

Types
There are two types of credentials:

  1. Custom. 
    This type of credentials consists of a custom username and password.
  2. Windows. 
    This type of credentials represents a Windows account name; the credentials are connected to the windows account name with that name and the password will be the same as the one for that windows account.
Please note that if you want users to be able to use Mail & Deploy Client to connect to the repository, they are required to have credentials of type Windows. Custom credentials authentication through Mail & Deploy Client is currently not supported.


Custom Properties
Each user can have custom properties which can be used for various things in Mail & Deploy:

  • Custom properties can be used to define the range of values from which a user may select the value of a report parameter (see Report Parameters) or task parameter (see Task Parameters) when requesting a report document or the execution of a task through Mail & Deploy hub.
  • When assigning e-mail addresses dynamically to a report document (see Dynamically Assign EMail Addresses to Report Document Action), custom properties may be used to identify the users whose e-mail addresses shall be assigned to a report document.
  • When assigning users dynamically to a report document (see Dynamically Assign Users to Report Document Action), custom properties may be used to identify the users to assign to a report document.

Each custom property has the following attributes:

NameThe name of the custom property; this is only used within Mail & Deploy to identify the custom property.
ValuesA list of expressions (see Expressions) which evaluate the values of the custom property.

Custom properties can be managed using the following buttons:

Click this button to create a new custom property.
Click this button to edit the currently selected custom property.
Click this button the create a copy of the currently selected custom property.
Click this button to delete the currently selected custom property.

In addition to managing custom properties manually, you can also assign custom properties when synchronizing with an active directory (see Synchronize Users and User Groups with Active Directory Action) or by importing them from a file (see Import User Custom Properties From File Action).


User Groups 

You can organize users in Mail & Deploy in user groups which can then be used to assign certain authorizations and distributions.

General Attributes 
Each user group has the following general attributes:

NameThe name of the user group; this is only used within Mail & Deploy to identify the user group.

Users 
This a list of all users who are members of the group. You can manage members of the group by using the button to add and by using the button to remove members.

T
Team is the author of this solution article.

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