Users/Groups

In the Users/Groups option, you can add users or groups and assign them roles that control the actions they are authorized to perform. Depending on the role you assign them, some users may be able to view pages, but not edit any information. If users do not have viewing privileges, the page does not display for them.

For more information on roles, refer to Working with Roles

You can also restrict access to Equipment by user/group so on the Execution page users only see the Equipment they need. A list of users/groups with access to a piece of Equipment is available on the Equipment's details page.

You can use User information to identify who has an item checked out, and to record who made changes to any items.

A user or group change is effective immediately on the server, but you may not see the change in the client until the next time you open or refresh the client.

You can also set the language cultures for each user which allows you to view the user interface in their preferred language. For more details, see Setting Up the Preferred User Language.

Note:
- If you set up groups, you do not have to set up individual users. The system gets the users' permissions from their group, based on the user/group relationship you set up in Windows security.
- You can search and add a new user or group to AVEVA Recipe Management. Only the domain users and groups are supported. You cannot add a local user or group.

Click the Display Permissions icon to view the permissions for a role. This view is informational only. Changes to permissions must be done on the Roles page.

To add a User

You can add a new user using the Add User button available in the Users/Groups sub-menu.

1. From the Main menu, select Security > Users/Groups to display the summary page.
   All the users and groups that you have added to AVEVA Recipe Management are shown as tiles in the Tiles view or rows in the Grid view. The tiles or rows contain the name of the user or the group and the number of roles that have been assigned to the user/group.

2. Click Add User. A slide-in window appears listing the available LDAP users.

3. Search for the User you want to add, select from the filtered drop-down list, and click Add.
   The user name cannot be edited once added to the system.

4. From the list of Roles on the Roles tab, select the role or roles you want to assign to the user you are adding.

5. Click Update to save the new user.
   Once you have updated the user, when you click on the Permissions tab, you see all the permissions that user has.

6. Click the Equipment tab to specify the Equipment to which the user can access.
   By default, the user has access to all Equipment.

7. To change the user access to specific Equipment, uncheck the All Equipment box.
   A list of all Equipment appears.

8. Select the check box(es) of the Equipment to which you want to give access.

9. Click Update to save your selections.
   If a user has access to 10 pieces of Equipment, but is part of a group with access to only five pieces of Equipment, the user will still have access to all 10 pieces of Equipment.

10. Click the Parameter Groups tab to specify the Parameter Groups to which the user has access.
    By default, the user has access to all Parameter Groups.

11. To change the user access to specific Parameter Groups, uncheck the All Parameter Groups box.
    A list of all Parameter Groups appears.

12. Select the check box(es) of the Parameter Groups to which you want to give access.

13. Click Update to save your selections.
    If a user has access to 10 Parameter Groups and is part of a group with access to only five Parameter Groups, the user will still have access to all 10 pieces of Parameter Groups.

    Note: If you make any changes to the Users Role, Users Equipment, or Parameter Groups checked list, make sure you click Update before clicking the Back arrow icon. Otherwise, a warning message appears prompting you to save the changes.

To add a Group

You can add a new group using the Add Groups button available in the Users/Groups sub-menu.

14. From the Main menu, select Security > Users/Groups to display the summary page.
    All the users and groups that you have added to AVEVA Recipe Management are shown as tiles in the Tiles view or rows in the Grid view. The tiles or rows contain the name of the user/group and the number of roles that have been assigned to the user/group.

15. Click Add Group. A slide-in window appears listing the available LDAP groups.

16. Search for the Group you want to add, select from the filtered drop-down list, and click Add.
    The group name cannot be edited once added to the system.

17. From the list of Roles on the Roles tab, select the role or roles you want to assign to the group you are adding.

18. Click Update to save the new group.
    Once you have updated the group, when you click on the Permissions tab, you see all the permissions the group has.

19. Click the Equipment tab to specify the Equipment to which the group can access.
    By default, the group has access to all Equipment.

20. To change the group access to specific Equipment, uncheck the All Equipment box.
    A list of all Equipment appears.

21. Click the check box(es) of the Equipment to which you want to give access.

22. Click Update to save your selections.

23. Click the Parameter Groups tab to specify the parameter group to which the group can access.
    By default, the group has access to all parameter group.

24. To change the group access to specific parameter group, uncheck the All Parameter Groups box.
    A list of all parameter group appears.

25. Click the check box(es) of the Parameter Groups to which you want to give access. You cannot make changes to those groups either by editing or by importing if you have no access to a particular group.

26. Click Update to save your selections.
    

Note: If you make any changes to the Groups Role, Groups Equipment, or Parameter Groups checked list, make sure you click Update before clicking the Back arrow icon. Otherwise, a warning message appears prompting you to save the changes.

To update a User or Group

You can edit a user/group to update any information that you want.

27. From the Main menu, select Security > Users/Groups to display the tiles page.

28. Click the user/group you want to edit. The Details page appears.

29. Make the changes to the user/group.

30. Click Update to save your changes.

To delete a User or Group

It is possible to delete a user/group that is not required.

31. From the Main menu, select Security > Users/Groups to display the tiles page.

32. Click the user or group you want to delete. The Details page appears.

33. Click the Delete icon. A confirmation message appears.

34. Click Yes to delete the user or group.

    Note: When you delete a AVEVA Recipe Management user from the domain or the system, and then if you add that user again in the domain or the system, you must delete and then add this user in AVEVA Recipe Management.