Configuring a user

Note: You can set up new users and groups for use in Switch only, or you can re-use your Active Directory users and user groups. This topic explains how to set up users for use in Switch only.

To configure a user

In the toolbar at the top of the application, click the Users button.
Under Users & Groups, select the Users category.
Click the Add user button at the bottom of the pane. A new user (New User <number>) is added to the Users category.
Enter the required details:
- User name
- Full name
- Password
- Email address
  
  The email address is used to send messages to users (if configured as such in a flow).
If the user belongs to a group, proceed as follows:
1. Click the plus icon at the bottom of the Member of field.
2. Select the group(s) the user belongs to. To select several user groups in one go, hold down the Ctrl key while selecting them.
3. Click OK.
To remove groups from the list as required (for example if you made a mistake, or if the user does no longer belong to the group), select the group(s) concerned and click the minus icon .
Assign the appropriate permissions for SwitchClient (as required):
- To allow the user to view error messages, select the View messages checkbox.
  Note: Regular group members will only be able to see their own messages, whereas group managers will see all messages of all group members.
- To allow the user to view all jobs arriving in all Checkpoints he has access to, select the View all jobs in Checkpoints checkbox.
  Note: If this checkbox is cleared (default), the user can only see his own jobs or, if he is a group manager, the jobs of the group he belongs to.
Configure the access rights for Remote Designer (as required):
- To grant the user the same permissions as if he were working locally, select Full access.
- To allow the user to only view data, but not change them, select Read only.
- To not allow the user to launch Switch using Remote Designer, select No access.