Category: IT

3.4 How to “synchronize” User Groups (only at HQ)

By default groups synchronise top-down from the HQ to all its children instances. This is only configurable at HQ level and restricted to the admin user.

Click on Menu Administration 1, Users 2, Groups 3. Click on the edit button icon 4 next to the group.
Click on the drop down menu button named Levels 1. Select the level 2 the group would synchronise to. In this example we choose Coordination and Click on Save 3. In our example this grop will only synchronise down to the coordination level but not at project level

This group will synchronise down only to Coordination level at the next synchronisation.

3.3 How to Remove the “synchronize” Option of a User (only at HQ)

Depending your needs, you have two different option to remove the synchronize option as shown below.

Option 1: On Menu Administration, Users, Users click on the edit button icon next to the user. Un-tick the box Synchronize and click on Save. The user won’t synchronise anymore until you tick the box again.
Option 2: On Menu Administration, Users, Synchronisation white-list. Click on the edit icon next to the user. Un-tick the box 1 and click on the Save icon 2.
In this way the user is removed from the white-list. The tick box option Synchronise on its user’s profile under Administration, Users, Users will disappear.

3.2 How to “synchronize” a User (only at HQ)

This feature allows you to synchronise a user from the HQ to all its children instances. It is only available at the HQ level and restricted to the “admin” user.
Please note that the user only sync from top to down.
As user account management is sensitive and to prevent a user to be synchronised wrongly, there is a need to perform a two-step process for the configuration of the user.
First step the user will be added into a white-list. The checkbox “Synchronise” would be available in its “User’s details” and would be enabled. If the user is not in the white-list the user won’t be able to synchronise.
Second step there is a need to tick the checkbox “Synchronise” [2] in the “User’s details” and Save it.

First step Log in your HQ. Click on Menu Administration 1, Users 2, Synchronisation white-list 3. Click on the double Arrow icon 4 in the right panel Under Actions click on Add Users 5
The following pop up window opens. Click on Add 1.
The following window will open Select the user to synchronise by ticking the box 1.You may select as many as you would like. Click on Select 2
Review that the selected users appear in the list as shown (Check). Click on Add users to white-list 2. Now your user has the option to be synchronised. However you have to enable manually this option.
Second step Click on Menu Administration 1, Users 2, Users 3 Click on the edit button icon next to the user you just added in the white-list 4.
A new window opens with the details of the user. Tick the box Synchronise 1 and click on Save 2 The user will now synchronise to the other instances during the next synchronisation.

3.1 Creation of Users in UniField

Login your UniField instance with the user admin Click on Administration 1, Users 2, Users 3. To create a new user click on New 4
Fill in the following fields:   User name 1 Login 2 Active 3: box is ticked Change password 4 Access Groups: click on Add 5 to define the user rights by indicating which groups he/she belongs to.
A pop up window appears. Add the groups the user belongs to by ticking the boxes 1 in front of them and click on Select 2 when you are done.
The groups have now been added 1 Click on Save 2