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 the Switch Web Portal:
- In case of an active SwitchClient license, to allow the user to submit and check jobs through the Switch Web Portal, select the Submit and check jobs checkbox and determine which jobs the user is allowed to handle:
  - All jobs (also the ones submitted by other users)
  - Own jobs (only the ones submitted by the user) or Own jobs and group members' jobs (this option is only available for group managers)
  Note that this only applies to jobs in Checkpoints the user has access to.
- To allow the user to view error messages through the Web Portal, select the View messages checkbox.
Configure the appropriate permissions 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.

If the user has the right to submit and check jobs (step 6), next thing to do is: assign access to particular Submit and Checkpoints.