Tealeaf enables administration of users and user groups through the Portal. As needed at the user or group level, Tealeaf administrators can disable Portal menu features, force logouts after a specified time period, lock session replay mode, and other security-related features.

Notes about user settings

When you create user accounts, keep in mind the following information.

• Some user properties can be set to Primary Group Default, which sets the user property to the value defined for the group specified as the user's Primary User Group.
• Use only alphanumeric characters in names used by the Portal application. Some non-alphanumeric characters might be blocked or cause issues for some Tealeaf components.
• For the Time Zone (used in Search) setting:
  • Hourly report values are displayed in the user's timezone, but the daily rollup of reporting data is controlled by the system timezone. It is best to set this value to the same as the system timezone to avoid confusion.
  • This time zone setting applies only to search activities. For individual searches, the time zone can be configured in the Options screen.
  • Other Portal activities use the Tealeaf system time zone.
• The System Locale setting defines how currency, numeric values, dates, and time are displayed. This setting defaults to the Primary Group Default at the user level. You can manage this setting by selecting a system locale for each user group.
• The Date Format setting defaults to the Primary Group Default date. The Primary Group Default uses the selected date format setting that is assigned to the user group. If you want to specify a custom system locale for a user, you can configure the System Locale setting, then select Use system locale for the date format. To use a date format that is unrelated to the system locale setting, you can select a custom date format from the list.

Notes about group settings

You can create new user groups or edit permissions for existing groups. When you create user groups, keep in mind the following information.

• All settings except for the Group Name setting can be inherited by individual users who have the selected group defined as their Primary User Group.
• Use only alphanumeric characters when you specify names used by the Portal application. Some non-alphanumeric characters may be blocked or may cause issues for some Tealeaf components.
• For the Default Time Zone (used in Search) setting:
  • Hourly report values are displayed in the user's timezone, but the daily rollup of reporting data is controlled by the system timezone. It is best to set this value to the same as the system timezone to avoid confusion.
  • This time zone setting applies primarily to the affected users' search activities. Other Portal activities utilize the Tealeaf system time zone.
• Users of some Tealeaf products, such as cxView and cxReveal, have access to a subset of Portal menu options and cannot access other menu options due to their Tealeaf licenses.
• After you modify a user group's menu profile, you should verify that the users in the group can still access their default page. This page is defined at the group level in the Default Start Page setting and is also available for individual user configuration. Users who cannot access their default page are forced to review their settings.
• A Search Timeout limit is imposed on searches. Searches that require more time than this limit are stopped before completion. This setting can be configured in TMS.
  Note: Avoid deselecting this option. Allowing unlimited searches can cause Search Server to crash.
• In many implementations, cxReveal users don't require access to the Portal menu because their primary functions are searching for and replaying sessions. However, you can configure the menu profile for individual cxReveal users and groups to include access to the Portal menu.

User permissions

As an admin, you can add any user to any group. You can choose which group’s permissions are the best fit for your users.

Note: These permissions are applicable for CX groups.

Profiles

Group permissions are divided into profiles to give you an overview of users’ access to various parts of Tealeaf.

Menu profile

The Menu profile determines the available top navigation menu items that members of the group can access. It also controls the reports that can be viewed on member Dashboards.

Administration profile

For groups that are granted access to the Portal Management page, the Administration profile controls the portions of the page to which group members have access. The items in the list correspond to the sections on the Administration page sidebar on the left.

Search profile

For groups that are granted access to the Session Search page, the Search profile controls the search options members that they can see and the search templates that they are allowed to use. If a user has no search options available, the options section is hidden entirely on the Session Search page.

Browser replay profile

For groups that are granted access to Browser Based Replay (BBR), the Browser replay profile controls the actions and permissions to which group members have access while using BBR. The replay and navigation sections of BBR are available to all users, but other functions are controlled by this profile.