Modifying a User

You can modify a user's ID, name, password, permissions, and security access to areas of your dataset. Passwords are required when logging on to the application.

1. Select Setup > Users. The User Manager appears.

2. Select the appropriate user to modify.

3. From the File menu, select Properties. The User Properties window appears.

   • Select the General tab to modify the user's name, ID, or password.

   • Select the Permissions tab to change the user's assigned role or permissions.

   • Select the Security tab to change the user's accessibility to places and cost centers.

4. After making your selections, click OK.

General tab

1. Modify the user ID by clearing the User ID field then entering the new user ID.

2. Modify the user name by clearing the Full Name field then entering the new user name. You are limited to 32 characters.

3. To change the password (required), click Password. The New Password window appears.

   1. Enter the new password.

   2. Re-confirm the new password.

   3. Click OK. The New Password window closes.

Active Directory: Click this checkbox if user access/security is managed via Active Directory. Consult your company IT contact for more information.

Strong password: Click this checkbox to require a strong password for this user. Strong passwords must be 8-16 characters long and contain uppercase letter(s), lowercase letter(s), number(s), and symbol(s).  Acceptable symbols include !@#$%^&*()<>. EnergyCAP can also require password changes upon login after a set number of days.  So an admin can create users with a default password and then upon login require the user to change password to either a simple or strong password.

Require password change upon next login: Click this checkbox to prompt the User to change the password on the next login.

Password expires after "x" days: Input the number of days (1-999) in the password cycle.
EXAMPLE: If 30 is input, the User will be prompted to change the password every 30 days.
If no password change will be required, leave the default setting of "0".

Permission tab

When assigning custom permissions to a user, the custom permissions override a user role assignment.

1. To assign a different pre-defined role:

   1. In the User Roles section Set to: list, select the appropriate role.

   2. Click Set to save.

2. To change custom permissions:

   1. In the Custom Settings section, select the appropriate setting from the Objects list.

   2. Select the level of access (View/Modify/Delete/Create/Execute) available and desired for this setting.

   3. Repeat steps a and b until the user has the proper access to all necessary permissions.

   4. Click Set to save.

Security tab

1. To change the top place a user can access:

   • In the Top-most Place section, select the appropriate place. All children of this place are also accessible to the user.

2. To change the top cost center a user can access:

   • In the Top-most Cost Center section, select the appropriate cost center. All children of this cost center are also accessible to the user.