Editing a User's Details

If you need to edit a user’s details or permissions:

1. Go to the Admin > Accounts > Users menu command to open the list of registered users.
2. Find and click the User ID link for the required user.

The Details page opens for the user as shown in the figure below.

3. Make the necessary changes.
4. Click Save.

Figure 1 - Example of the User Details page

User Details

Figure 2 - The User Details page

The properties and settings on the User Details page are as follows:

• Username - the username of the user.
• Lastname - the user's last name.
• Firstname - the user's first name.
• Email - the user's email address. This is the address to which any error or system emails will be sent.

Note: User ID details must refer to a named person, and the e-mail address must belong to that person. Anonymous or shared names (for example "user1") or e-mail addresses (for example "[e-mail]) are not permitted.

• Language - the default language for this user. All surveys created by the user will have this language as the default. Select from the drop-down list.
• User level - the level of access this user is to have.
• No access - the user is registered but is not allowed to access Forsta Plus. This setting could be used to "switch off" users temporarily.
• Translator - the user is to work as a translator. The set of permissions is predefined and hard-coded in Forsta Plus so it is not possible to add or remove permissions for these users. These users will only have access to the Forsta Translator Module. Refer to the Authoring User Guide for more information about the Translator module. The Translator user has the following permissions: system_translator_user_access.
• Professional - the "normal" level given to a Forsta Plus Professional user. Any permissions can be given (or not given) to a Professional user as required. See Groups, Roles and Permissions Overview for a more detailed description of all permissions.
• Standard - the level given to a Standard user. This limits the functionality available to the user, simplifying operations. Refer to the Authoring User Guide for further details.
• Forsta Express - the user only has access to the Forsta Express functionality. Refer to the Forsta Express User Guide for further details.
• User type - specifies the type of user.
• Normal - indicates that the user account is a normal licensed Forsta Plus user. This is for information only, for use by the administrator; roles and permissions come in addition, and these will define the level of access the user has.
• Test - indicates that the user account is set up for testing purposes. This is for information only, for use by the administrator.
• Training - indicates that the user account is set up for training purposes. This is for information only, for use by the administrator.
• Solo - applies only to Express users. A solo user does not require approval, and is limited to maximum 25 questions.
• Company - the company to which the user is registered.
• Created - the date and time when this user account was created.
• Created by - the username of the administrator who created this user account.
• Modified - if any changes have been made to the user's details after they were first registered, the date and time of the most recent changes is displayed here.
• Modified by - if any changes have been made to the user's details after they were first registered, the user name of the administrator who made the most recent changes is displayed here.
• Converted - if the user account type is changed, the date and time of the change is displayed here.
• User key - the User Key, unique to each user and generated automatically when the user account is first created. This key is required when adding users to your company's Permissions tab. Refer also to the Authoring User Guide for further details.
• Password - in the event the user's password must be changed, click the Reset Password link. (go to Resetting a User’s Password for more information).
• Expires - the date on which this user’s access to Forsta Plus is to expire. The default setting for this field is set in the Company Details page. This date will usually be related to the contract your company has with Forsta; when the contract expires, access will be revoked. To change the date, click the calendar button and select the desired expiry date. This field is mandatory and you cannot save changes to the page if an expiry date is not selected. Note that this is not related to the user’s password expiry date.
• External username - used for the Single Sign-on (SSO) system (go to Single Sign-on Functionality for more information). This field should contain a combination of <company>_<username>, where company is a constant configured in SSO and username is the username the user has in the company server system and which is also provided through SSO. When a user logs on to his/her company's server using their username and password, as long as both the company and the username match the data in this field then the user will be able to access Forsta Plus without further login.
• Public encryption key - when the user's company has the PGP Encryption (encrypted data delivery) add-on functionality, this field becomes available (go to Public Encryption Key for more information).
• Skip news on login - check this box if the user does not need (or wish) to have news items displayed when they log in to Forsta Plus.
• Subscribe to emailed news items - [default checked] uncheck this box if the user does not wish to receive news items via email.
• Permissions - some additional functionality may be available to be given to individual users who have particular roles. For example, the Multilingual permission can be given to a Standard user in the event that user needs to create multi-lingual surveys.

Note: To prevent accidents, when assigning privileged rights (Administrator rights) to professional users, groups or roles, you must have secondary approval by a privileged user. This approval is applied via 2-factor authentication. Refer to the Authoring User Guide for further details.