This section describes how to create, edit, and delete users. These functions are only accessible for persons with administrator rights. If you only have user rights, you can not access the user management area. Administrators can arrange who has user rights by creating, editing, and deleting users. Each user is assigned a username and a password.
| To gain access to the Metatude Dialogue Server (MDS) a license is needed for each user and administrator. The license key for the MDS is issued for a certain number of users. The number of users and administrators cannot exceed this limit. When the maximum number of users is reached the server will not accept the creation of new users. A possibility is to upgrade the MDS license with more users. You can find more information about upgrading at http://www.metatude.com. Another alternative is to temporarily inactivate some existing users.
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Within Metatude there are rights on two levels:
| · | administrator level
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| · | user level
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Usually an organization will have only one or two administrators and multiple users. The functions they may perform are listed in the table below:
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Activity
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Administrator level
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User level
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Logging on to the server
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x
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x
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Managing users on the server
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x
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Managing server connections to directories
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x
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Managing destination databases
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x
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Managing Database Feedback Templates (DFT's)
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x
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Managing target groups on the server
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x
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x
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Managing projects on the server
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x
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x
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| First time access after installing the Metatude Dialogue Server:
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| During the installation of the Dialogue Server one is asked to enter an administrator password. The administrator can use this password in combination with the username 'Administrator' to log in to the Dialogue Server
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Overview of users
After you log in as an Administrator with the Project Manager, you will see six tabs. One of these tabs says Users. If you click this tab, the system presents an overview of all the users in the system. You can see the name of the user, the status (active or inactive) and whether the user has administrator rights. The overview can be sorted by clicking Name, Status or Rights.
Each user can be either active or inactive. Active users are allowed to login to the Dialogue Server, whereas inactive users are not. This feature makes it possible to temporarily deny access to the Dialogue Server.
Figure 1: Overview of users
Users can be organized in folders. In the operations bar you can click the New folder button to create a new folder. A folder can be deleted by selecting the folder and clicking the Delete button. The name of a folder can be edited by selecting the folder and clicking the Edit button.
Folders can be opened and closed. When a folder is open, all users within that folder are presented in a list. To open and close a particular folder, double-click the triangle in front of the folder name. The triangle is pointed to the right when a folder is closed and pointed to the bottom when it is opened. If a folder is empty, it cannot be opened.
Adding new users
An administrator can create a new user by clicking the Add User button in the operation bar. A window is displayed in which you can enter username and password. You can enter which rights the user should have and whether the user is active or not. Only if you make the user 'active' does he have access to the system. After clicking the OK button, the new user is created. Clicking the Cancel button cancels the operation: no new user is created. You can organize new users by dragging them to other folders. You can drag a user by clicking the gray area left of the username and pressing the mouse while moving it.
Figure 2: Creating a new user.
Editing and deleting an existing user
You can edit a user if you select it and click the Edit button in the operations bar. A window is presented (much like the window for creating a user) where you can make the necessary changes. After clicking the OK button, the changes are saved. At any time you can click the Cancel button to cancel the operation. In which case, the changes are not saved.
You can delete a user if you select it and click the Delete button in the operations bar. If you delete a user, the system double-checks if you really want to delete the user. If the status of the user is active, you can choose to inactivate the user rather than deleting it.
Figure 3: Deleting a user
| The system always checks if there is at least one active administrator. Without an active administrator there is no one that can manage users and user rights. The system will not allow you to delete the last active administrator.
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