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Users, Teams, & Identities

Identities

A User Account is required to log in to a Gnosis Application. Each User Account is a Gnosis Identity, with the User’s first and last names as the Identity Name.

A Team, also a Gnosis Identity, is a collection of User Identities that form Member/Membership relationships. Teams can include other Teams as members, allowing for hierarchical Identities.

Gnosis Identities control the ability to create, update, view, and promote items and execute API methods.

Users

/#dashboard:admin:users

New User

A User Account is required to log in to Gnosis. Click the New User toolbar button to open the New User dialog.

  • Email—An email is required, and it must be unique. It can be changed after creating the User Account but must remain unique.
  • First NameA First Name is required but does not need to be unique. This cannot be changed.
  • Last Name—A Last Name is required but does not need to be unique. It cannot be changed.
  • Teams—Multiselect the Teams for the User. The User’s team membership can be managed after creating the User Account.
  • Default Solution—Select the Starting Solution for the User.
  • Generate password—A random secure password will be created for the User Account.
  • Password—A custom password for the User Account if the Generate password is unselected.
  • Change password on login—Forse the User to change the password on initial login.
  • Skip email notification—Do not send the auto-generated New User Confirmation email.

Account Created Email

A new user welcome email is sent to the email address provided when the user account was created.

The email content can be changed in the /templates/mail/AccountCreated.gs file.

Delete User

Click the trashcan icon in the Actions column to delete a User Account. The data for the User can either be assigned to another User or deleted.

  • Replace with—Select the User to assign the existing data for the User being deleted.
  • Delete all related items—Select the checkbox to delete all the data related to the User being deleted.

Reset Password

Reset the User Account login password.

  • Auto generate—A random secure password will be created for the User Account.
  • New Password—A custom password for the User Account if the Generate password is unselected.
  • Skip email notification—Do not send the auto-generated New User Confirmation email.
  • Change password on login—Forse the User to change the password on initial login.

Reset Password Email

A reset password email is sent to the email address for the selected user account.

The email content can be changed in the /templates/mail/PasswordResetAdmin.gs file.

User Email

The Email can be changed after creating the User Account but must remain unique.

User Role

New User Accounts are assigned a User Role. The User’s Role can be changed after creating the User Account. Double-click on the User row to enable the inline editor to change User configuration values. Select the Role cell to select the Role for the User.

Administrator Role

The Administrator Role is capable of performing all the Developer Role functions plus the following Administration functions:

  • Manager Users and Teams
  • Build/Install & Import/Export Solutions
  • Manage Resources
  • Manage Background Tasks
  • View Security and Error Logs

Developer Role

The Developer Role is capable of performing the following functions:

  • Manager Users and Teams
  • Manage Solutions
  • Build & Install Solutions
  • Manage Resources
  • Manage Background Tasks
  • View Error Logs

Support

This Role is helpful in production instances where there are generally no Developer role users. It allows for opening the Gnosis Scripting console and acquiring additional information.

User Role

The User Role is assigned to the Gnosis Application’s end users. There are no special capabilities, and the application defines all permissions.

Manage Teams

Set the Managed Team field to a Team Name to allow the User to manage Users, Teams, and the Team Members for the Team assigned.

The Administration tab with the Users and Teams tabs is enabled for the User to manage the Users, Teams, and the Team Members for the Team.

Default Solution

Set the default Solution for the User or Team.

Confirmed

The User cannot log in until the User Account is confirmed.

Enabled

The User Account must be enabled to allow the User to log in.

Member of Teams tab

The Member of Teams tab lists the Teams of which the User is a member. Below the list are the available Teams. You can drag and drop them into the Member of Team list.

Remove Team Membership

Click the remove icon in the action column to remove the User from the Team.

Import Users

Import Users from an XML file. The following is an example of a User(s) XML file:

<users>
  <user email="dev.user@poweredbygnosis.com" role="Developer" firstName="Dev" lastName="User" passwordHash="">
    <memberOf>
      <team>Solution Managers</team>
      <team>DemoSolution Users</team>
    </memberOf>
  </user>
  <user email="end.user@poweredbygnosis.com" role="User" firstName="End" lastName="User" passwordHash="">
    <memberOf>
      <team>DemoSolution Users</team>
    </memberOf>
  </user>
</users>

Export Users

Export the Users into an XML file.

Teams

/#dashboard:admin:teams

A Team is a collection of User Identities forming a Member/Membership relationship. Teams can include other Teams as members, allowing for hierarchical Identities.

New Team

Click the New Team toolbar button to open the New Team dialog. The Team Name may contain only letters, digits, underscore symbols, and spaces.

Anonymous and Everyone are reserved Team Names.

Show Solution Teams

Solution Teams are automatically created for each Solution. The Solution Team Name is the Solution Name with Users appended. By default, the Everyone Team is automatically added as a member.

Typically, Solution Team Membership is managed in the Solution Membership tab. As such, these are excluded to reduce the names shown. Click the Show Solution Teams to show these Teams.

Members

The Members tab lists the member Identities, either a User or Team of the Team. Below the list are the available Identities you can drag and drop into the Members list.

Remove User Team Membership

Click the remove icon in the action column to remove the User from the Team.

Member of Teams

The Member of Teams tab lists the teams to which the team is a member. Below the list are the available Teams, which you can drag and drop into the Member of Team list.

Remove Team Membership

Click the remove icon in the action column to remove the Team from the Team.

Import Team

Import Teams from an XML file. The following is an example of a Teams XML file:

<teams>
  <team name="Demo Users Managers">
    <memberOf>
      <team>DemoSolution Users</team>
    </memberOf>
  </team>
  <team name="DemoSolution Users" />
 </teams>

Export Teams

Export the Teams into an XML file.

Anonymous Users

To allow anonymous users access to the Gnosis Application, you must set configuration settings and Gnosis Views with Anonymous Team permissions.

Enable Anonymous Users

Set the AllowAnonymousLogin configuration setting to true. This allows the Gnosis Application to be accessible by anonymous users.

Although anonymous users are enabled, Views with Permissions set to Anonymous must still exist for the User to see anything.