Users and groups are managed in the Portal through the User Administration sections. Because there are different roles for users, each section applies only to the users of that type, although they all share properties.

Note: If you install this product as part of a new installation of Tealeaf, access to product features through the Portal are provided to the ADMIN group automatically. Automatic access is also granted if you licensed this product for an existing Tealeaf solution and haven't modified your ADMIN group permissions since original installation.

• If you modified the ADMIN group and are deploying this product to an existing Tealeaf solution, you must update menu permissions manually for that group.
• For all other users and groups, you must configure the appropriate permissions.

To access cxView User Administration:

1. Login to the Portal as an administrator.
2. From the Portal menu, navigate to Portal Management.
3. In the left panel, click cxView User Administration.
4. Select the category that applies.
5. Manage user passwords.

   To force the user to change their password, select a user and click Modify or Reset password. The next time the user logs in, the user is required to change the account password before using the Portal.

   Reset the user's password history, allowing the user to re-use passwords that might have conflicted with the Portal's password usage policy.

6. Assign the user to a group.

   Select a user and click Assign Groups to assign the user to one or more groups. To switch a user's role, remove the user from all groups, and then add a group for the user's new role.

   Or select a group and click Assign Users. To assign a new role, remove all group assignments from the user, and then assign the user to another group that matches the new role.

7. Manage NT users.

   When NT authentication is enabled in the Portal, administrators can use this feature to create and disable Portal accounts based on Windows™ domain logins detected by the Portal.

   • NT authentication is enabled through Search Server configuration.
   • If desired, you can configure the Portal to automatically login and create accounts for any NT user who visits the Portal.

Note: Changes to settings saved in the Portal Management page are not applied to the Portal application until you refresh the page.

Configuring cxView-only users

If you purchased licenses for cxView-only usage, which covers scorecards and dashboards, you can configure the Portal for these users.

1. Login to the Portal as an administrator, with access to user and group configuration privileges.
2. In the left pane, click cxView User Administration.
3. Click Users.

   This screen allows you to configure or modify settings for individual users. Users may be incorporated directly from your Active Directory.

4. To define the settings for groups, continue to the next step. Click Groups.

   There are two default cxView groups: cxView User and cxView Admin.

   • Admins can set dashboard options and configure scorecards.
   • Users only have access to dashboards and scorecards on the Portal.
5. Click cxView User.
6. Click Assign Users.
7. Click Menu Profile.

   Through this screen, you determine which menu options appear when users who belong to this group log on to the Portal. By default, cxView users can only view reports and set basic options. You can choose to modify their permissions. For example, you can allow them to configure their own dashboards.

Expanding cxView user permissions

For your user groups, you can provide additional functionality to the cxView users, which is available through the cxImpact product. The solution is to turn these user accounts into cxImpact users with additional functionality.

cxView user accounts can be specified to use or configure scorecards or dashboards. For example, members of the cxView User group of cxView users may need to be able to use scorecards and dashboards, while members of cxView Admin may need to be able to use and configure both scorecards and dashboards.

1. Create a cxImpact user group with similar permissions, especially the menu profile.
2. Add features to the cxImpact user group that you wish to enable for your cxView users.
3. For each cxView user:
   1. Remove the user from each cxView group. When finished, the user should be a member of no groups and is not assigned to a Tealeaf product.
   2. Assign the user to the cxImpact user group.

Example - Enabling drill-down search for cxView users

For security reasons, cxView users are not permitted to drill down into scorecards and dashboards to search for the underlying sessions that contributed to the report.

However, you might decide that certain cxView users have permission to perform drill-down searches. To enable this capability, you can create cxImpact user accounts with the same permissions as cxView users with the additional permissions for drill-down searches.

Note: These users are cxImpact users at a technical level. Some of the user and group settings for cxView do not apply to these accounts.

Note: Drill-down searches must be enabled in the individual dashboard and scorecard components to which these users have access.

1. Login to the Portal as an administrator.
2. From the Portal menu, navigate to Portal Management.
3. From the left navigation panel, select CX User Administration.
4. Click Groups.
5. To create a new user group, click New and name it cxView - Enhanced.
   1. Disable the Default Portal Navigation Menu setting.
   2. You might want to configure the other settings to match the group settings for the cxView User group.
   3. When the new cxImpact user group is selected, click Menu Profile. Assign the group the following menu permissions:

      Menu	Selections
      Dashboards	all
      Analyze	Select any Tealeaf reports that you wish to enable drill-down for the users in the group. For cxView, you should enable access to the Scorecards option at least.
      Configure	My Settings only
      Help	all

   4. To save the new user, click Save.
6. Click Users.
7. To create a new user, click New.
   1. Assign the user to the cxView - Enhanced group.
   2. You might want to configure the other user settings to match the settings for the cxView users.
   3. To save the new user, click Save.
   4. Test the user account by logging into the Portal. Review a scorecard or dashboard where drill-down is enabled.
   5. Perform a drill-down search to see if a positive number of sessions is returned.
8. When the tests have been validated, continue creating user accounts and assign them to the cxView - Enhanced group.

Deleting cxView user accounts

Deletes the selected user's profile completely, as well as any dashboards and reports created by that user.

When you delete a user account, any scorecard schedules or dashboards created by the user are removed. To avoid this additional removal, you may change the password on the user account instead.

The Admin user cannot be deleted.