User Management
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Single Sign On Access Option
If you expect many users to use your reports and you don’t want to spend time re-entering passwords, we can provide you with the single sign on (SSO) option....
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User Types
To get access to the Forsta Visualizations software you will need a license. Forsta Visualizations has 2 different kinds of licenses. Your license determines...
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Password Administration
Once the project is set up the administrator can start with deciding who should be able to see the project, how and what the particular project user needs to...
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Adding Report Users
To add a Report User to your project, go to the Start section and access Report user module. Press the Create button and the new screen will appear for addin...
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Inviting Users
Once you created a user you will see it on the list of users. Here you can Invite the user to the project, edit the credentials you just created or delete th...
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Differences Between Plain and HTML Messages
If the receiver of the email does not have HTML support, the link for creating password is hard to use as shown in the images below. Due to that there is an ...
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Uploading New Users via Excel
If you are dealing with several Report Users adding them manually can be a tedious task.Under Report Users you can use the Bulk uploads & Edits button where ...
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Adding Access Rights via Excel File
When the feature for setting access rights to ordinary Filters is active, the Filter variables of the project are included in the Excel template that can be ...
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Adding Hfilter Access Rights via Excel
The Excel template also contains a column for setting up code for Hierarchical Filter access. Two additional columns will be included in the downloadable tem...
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Selecting the Default Language for Each User
In projects that have multiple languages, you can set the default language for each user. The option is available in the create/edit report user page (as sho...
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Selecting the Default Report for Each User
You can set the default report depending on which user logs in. You can select from all reports (and sub-reports) that the user has access to. The default op...
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Event Updates in Edit Report User Page
If the project contains an Event server you can give access to Events in the create/edit report user page. To avoid sending out Event emails when a person is...
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Reviewing the Invite History
If you click on the arrow below the main ‘Invite’-tab you can take a look at your Invite-history. This is especially useful when you are dealing with a long ...
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Setting Dates for Project Access
You can, on a user level, specify a From and To date to limit project access to a pre-defined date window. If the current date is outside the specified From ...