FSS - User Management
This document describes the user management for FSS, aimed towards the Enterprise department.
Modifying users is done through the FSS program, but requires an admin account. If you don't have an account already, request on from Craig or someone else in Enterprise, and they would follow the below steps to do that. Once in, you can add/remove/modify users by following the below steps. User accounts are separate from AD so users must remember their credentials for login.
- First, open the FSS client and log in with your FSS credentials
- Once the client launches, click Utilities in the menu to the left, then double-click Security Administrator on the right.
- Enter your FSS credentials again, which makes sure you are indeed an admin.
- In the Security Administration window that opens, navigate to Go -> Maintain Security using the menu bar at the top
- The main user administration window is now shown. At the top you can see each of the groups that we have configured in FSS to organize users. Double-clicking one of these groups will open a new menu showing the members of the group along with configurable options and preferences. Back in the main user window, you can see the full list of users in the bottom half of the window. You can search for users by their User ID, User Name, or Employee ID. The following instructions steps detail how to create a new user, which you start by clicking New User.
- In the dialog that opens, start by inputting the client's FSS user name (User ID) to begin the account setup.
- A more detailed setup screen will appear after you enter the User ID. In the User tab, you can input the user's personal information. For setting up a new account, you will need to fill in the user first and last name fields, the user group membership (matching what is specified in the request), and their employment status (employed, leave of absence, or terminated). Enter a temporary password into the password field to relay to the customer, and click Force password change on next login to have them set a new secure password themselves. Make sure Login Enabled is checked, and the request will specify if the user is allowed multiple logins and whether they should be system or security administrator. Any other user customizations will also be included in the request.
- The Options and Privileges tabs may also be configured to meet customizations specified in the account creation request. The options in these tabs are used to restrict access and privileges within FSS, which would be useful for managers and supervisors.
- When you are done customizing the user account, click Save at the bottom of this window.
Make sure any requests are coming from supervisors so you are not giving people permission that shouldn't be using FSS. Determine what level of access they need based on their responsibilities and locations, but look at the permissions set on similar users if it isn't immediately clear.