The cxImpact, cxReveal and cxView user administration sections are very similar, but there are differences in the settings for each. The three types of users and groups they manage have different roles.
To access cxReveal user administration:
- Login to the Portal as an administrator.
- From the Portal menu, navigate to Portal Management.
- In the left panel, click cxReveal User Administration.
- Select the category that applies.
- 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, he or she 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.
- Assign groups.
To switch a user's role, remove the user from all groups. If necessary, add a group for the user's new role, and then assign the user to that group.
- 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.
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
ADMINgroup 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.
cxReveal User group because most cxReveal accounts require only this level of access. After you create the account , you can assign admin-level permissions through this screen to individual accounts. Account assignments and permissions are not altered when upgrade from a previous release.Providing access to the Portal menu for cxReveal groups
To make menu bar changes for cxReveal groups, complete the following steps.
- Login to the Portal as an administrator.
- From the menu, navigate to Portal Management.
- In the left panel, click the cxReveal User Administration link.
- Click Groups.
- Select the group whose menu profile you'd like to change.
- From the Default Portal Navigation Menu setting, select one of the options.
Note: cxReveal users in this group are placed in the page specified in the Default Start Page setting. Typically, this value is set to
Default Search Templatefor cxReveal users. - To configure a menu profile for the group, click Menu Profile.
- In the Menu navigation tree, select the menus and menu items to display to members of this group.
- To save changes, click Save.
Providing access to the Portal menu for cxReveal groups
To make menu bar changes for cxReveal groups, complete the following steps.
- Login to the Portal as an administrator.
- From the menu, navigate to Portal Management.
- In the left panel, click the cxReveal User Administration link.
- Click Groups.
- Select the group whose menu profile you'd like to change.
- From the Default Portal Navigation Menu setting, select one of the options.
Note: cxReveal users in this group are placed in the page specified in the Default Start Page setting. Typically, this value is set to
Default Search Templatefor cxReveal users. - To configure a menu profile for the group, click Menu Profile.
- In the Menu navigation tree, select the menus and menu items to display to members of this group.
- To save changes, click Save.
Deleting cxReveal user accounts
When you delete the user account, you delete the selected user's profile completely, as well as any dashboards and scorecards created by that user.
To avoid this deletion, you can change the password on the user account instead.
The Admin user cannot be deleted.