Adding/Editing a Login

In this topic:

Master Login

Each Dashboard user should have a unique login. For each login account you can set the "display name," authentication type, and access to users and/or types of event recordings. For example, an executive may need access to all users. A Marketing manager may need access to users only in the Marketing Dept. If you change a login account, the changes apply after the user closes the Dashboard and then logs on again.

You can create a "template" login with custom charts and reports, preset criteria, and "Groups" to be used by all Dashboard users. Simply Copy the account and create new ones from it to pick up the original login's Dashboard profile. See Copying a Login.

Adding a Dashboard Login

You can add or edit a Dashboard login account from the Management tool, after selecting Dashboard Logins.

To add a new Dashboard Login account:

Right-click anywhere in the Dashboard Logins Management pane and select New from the pop-up menu to start a new account - OR -
Select an existing login account to use as a template, right-click and select Copy. The Copy Profile From box appears. You can choose to copy the login profile to a New User. See Copying a Login.

To edit an existing account:

Simply double-click the login account listed in the right pane, or right-click on it and select Edit. The Dashboard Login window opens.
In the New/Edit Dashboard Login window, make selections for the Dashboard login account. See below.
When you are finished, click Save and Close on the toolbar to close the window and return to Dashboard Login Management.

Authentication

The user can log in to the Dashboard in one of two ways (see Types of Authentication).

Use Windows Authentication to use the currently logged in Windows credentials. The Dashboard opens automatically.
Use SQL Server Authentication to define a separate login to the SQL Server instance. This user can log into the Dashboard whether or not he/she is logged into Windows.

If you are setting up a login name and password for SQL Authentication, do NOT use the following reserved characters: / | ' " [ ] { } ( ) , ; ? * ! @ $ \ or <space>. These characters are blocked by the Dashboard.

If a user will need to schedule reports, a Master login account is required with credentials for using the local Windows Task Manager. See Schedule Reports.

Login Name: For Windows Authentication, the Login Name must be a valid domain\username or local Windows account name. Click the button next to this field to browse a list of network users known to Spector 360. Select the name you want and click OK. For SQL Server Authentication, the Login Name can be any name with no spaces. The name does not have to match an existing ID on the system.

Password: For SQL Server Authentication only. Enter a password for the user.
Confirm Password: For SQL Server Authentication only. Repeat the password in this field.
Display Name: A name used to identify the login account in the Dashboard.
Enter the name as you wish it to be displayed within the Dashboard. You can change this name at any time, and it has no effect on network settings.

If you are editing an existing account, you can change an SQL login password, but you cannot change other authentication information. If login changes are required, delete the login account and start over with a new one.

Login Type

Set the level of permissions assigned to the user. See Dashboard Login Types.

Master has access to Dashboard viewing and management functions.
Standard has access to the Dashboard viewing functions.

Select User Privileges

Each Dashboard login can be assigned access to recordings of specific users. You can do this by including or excluding user recordings that may be accessed. An executive may need to access all users in order to view company-wide charts. An administrator may need to see all users except a select group of executives. You can edit a Dashboard login's access privileges at any time. Changes go into effect when the user logs in again.

Setting up User Groups makes it easier to assign privileges to Dashboard login accounts. For example, one Dashboard login might access only users in a "Marketing Group." Another Login might access all users except those in an "Executive Group." When personnel changes occur, simply edit the Group rather than editing privileges for each Dashboard Login. See Grouping Users.

To give the login access to users:

Select Access Type.
Use the drop-down list to select one of the following:

All Users: Can view activities of all users
Include Specific User(s): Can view activities only of selected individual users
Include Specific User Group(s): Can view activities of users in a selected group or groups
Exclude Specific User(s): Can view activities of all but selected users
Exclude Specific User Group(s): Can view activities of all but selected groups
Choose the Select Users tab.
The Available list in the left column shows a list of users, if selected Include or Exclude Specific User(s), and a list of groups, if you selected Include or Exclude Specific Group(s).
Select a user or group from the Available list. Use the Shift and Control keys to select multiple groups.
Click the > button to send highlighted users or groups to the right "Selected Users" list. Click the >> button to send all users or groups in the available list to the selected list. Click < to return users or groups in the "selected" list back to the "available" list. Click << to return all users or groups back to the "available" list.

Select Event Privileges

In addition to access to users, you can control a Dashboard login's access to recorded events. By default each Dashboard login has access to all events for allowed users. You can limit this access by event type. If a Dashboard login does NOT have access to Email events, for example, the login will NOT see any data for Quick View email charts, Data Explorer Email forms, or email under User Explorer.

Someone may need to view email and chat messages, but not have a good reason to see all keystrokes typed.

Someone responsible for tracking compliance issues may benefit from focusing on File Transfers and Document Tracking, but have no need to see Keyword Alerts related to other forms of monitoring.

It may be useful to assign monitors of specific recording activity type (Mr. Z oversees all Web surfing and Online Searches).

To restrict access to events:

Click the Select Events tab.
Click to clear a type of activity. Checked events can be accessed for all allowed users. Cleared events cannot be accessed for any of the allowed users.