Importing users and user groups from Active Directory

An Active Directory domain controller manages and authenticates all users in a company network. If you import Active Directory users and user groups in Switch, the user names and passwords used in Switch will be checked against your Active Directory server and not against the local Switch user database. As a consequence, users can use the name and password they use to log in on their work computers.

Note: You must have configured your Active Directory settings (such as server address, user name and password) in the User Preferences pane. For more information, refer to Switch preferences: Active Directory settings.

To import users and user groups from LDAP directory

  1. In the toolbar at the top of the application, click the Users button. .
  2. In the Users pane, click the Select AD user or group button at the bottom of the pane.
  3. In the dialog that pops up, enter (part of) the AD (user) name or email address.
    Note: The search function is case-insensitive.
  4. Click Search.
  5. Select the user or user group you want to use in Switch.
    Tip: You can sort the search results alphabetically, by clicking the column headers.
  6. Click OK.
    • If you selected an Active Directory group, the group name and the group members are displayed in the Groups category in the Switch Users pane. Subgroups (if any) are not preserved; all users are presented in one flat list.
    • If you selected an Active Directory user, the user name, full name and email address are displayed in the Users category in the Switch Users pane. Note that these details are read-only.
  7. If you selected an Active Directory user, you can optionally add the user to an existing group:
    1. Click 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 user groups from the list as required, select the group(s) concerned and click .
  8. If you selected an Active Directory user group, you can select a group manager (as required):
    1. Click at the bottom of the Group manager field.
    2. Select the user(s) that need(s) group manager rights. To select several user groups in one go, hold down the Ctrl key while selecting them.
    3. Click OK.
    Tip: Alternatively, you can select a member in the Group members field and drag it to the Group manager field.
    • Group managers have more permissions than the regular group members. Refer to step 9 of this procedure.
    • To remove users from the Group manager list as required, select the user(s) concerned and click .
  9. Assign the appropriate permissions for the Switch Web Portal:
    • In case of an active SwitchClient license, to allow the users (or the members of the user group) to submit and check jobs through the Switch Web Portal, select the Submit and check jobs checkbox and determine which jobs the users are allowed to handle:
      • All jobs
      • Own jobs (users can see their own jobs; if they are a group manager, they can also see the jobs of the other group members)
      Note that this only applies to jobs in Checkpoints the group or the user has access to.
    • To allow the users (or members of this user group) to view error messages through the Web Portal, select the View messages checkbox.
  10. Determine whether or not the users (or members of a user group) are allowed to launch Switch using Remote Designer:
    • 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 to change them, select Read only.
    • To not allow the user to launch Switch using Remote Designer, select No access.
Parent topic: Setting up Switch users

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