Users and Security Groups

You will need to create security group(s) and individual accounts for XFRACAS users.

Remember that the user who created the ReliaSoft database will have a special IT/admin-only account that will have full admin permissions within the website (see Create the ReliaSoft Database), but you may also choose to provide full permissions for at least one regular website user as well. You cannot assign an admin permission to other user(s) unless you already have that permission yourself.

For more information, see “Managing Users” and “Managing Security Groups” in the admin help.

Permissions and Categories

Use the Security Groups page to create sets of permissions and categories that can be assigned to individual users. A user can be assigned to more than one group if needed. The following groups are created by default in a new database, but you can replace or modify them to meet your particular needs:

• USER - contains basic permissions to use the site (e.g., create incidents, access reports, etc.).
• SUPERUSER - contains basic permissions as well as some more advanced functionality (e.g., close problems, make reports public, etc.)
• ADMIN - contains just the administrative permissions (e.g., add/modify users, work with system configurations, add/remove detail fields, etc.)

Individual User Accounts

Use any of the following methods to create individual user accounts:

• Use the Users page to create one account at a time. To save time, you may wish to create new accounts by duplicating a similar existing account.
• Use the Active Directory page to import users from Microsoft Active Directory.
• Use the Data Import page to import user account details via XML.
  • Download a sample template: XFRACASXMLTemplate_UserExample.xml
  • Consult the full Document Type Definition (DTD) installed on the web server (e.g., C:\inetpub\wwwroot\XFRACAS\DTD\): User.dtd

Confirm that users are able to log in to the website (i.e., they can access the main XFRACAS page).