Viewing and editing user details

To edit the details of a user:

1. On the User Information tab of the Edit User dialog, enter the user's name in the First Name and Surname fields.
2. Enter a user name with which the user can sign into Asta Connect in the User name field.
3. Select the Active check box for user records that relate to active users of Asta Connect; for users that no longer use Asta Connect, clear this check box.
4. Enter the user's email address in the Email address field.
5. Select the Require Elecosoft Identity Service sign-in check box if you want this user to sign in using the Elecosoft Identity Service (EIS); if the user is a non-Elecosoft Identity Service (EIS) user, whose password is stored in Asta Connect, clear this check box.
6. If the user signs in using the Elecosoft Identity Service, click the appropriate radio button to specify the type of user.
7. If the user signs in using the Elecosoft Identity Service, you can change the user's email address; if the user is a non-Elecosoft Identity Service (EIS) user, you can change their email address and password.
8. If you have changed the user's user name, password or email address details, it is a good idea to send the user an email notifying them of the change. To send the user an email, select the Re-send activation email check box; if you do not want them to receive such an email, clear this check box.
9. Each user requires a password to sign into Asta Connect. For users who do not sign in using the Elecosoft Identity Service, you can generate a random password or enter a specific password:
   • If you want Asta Connect to generate a random password for the user, select the Set random password check box.
   • If you want to enter a specific password for the user, clear the Set random password check box. Password and Password (repeat) fields appear in which you can enter a password for the user.
10. For users who do not sign in using the Elecosoft Identity Service, if you want to force the user to change their password the next time they sign into Asta Connect, select the Should change password on next login check box; if you are happy for them to continue using the password you have set, clear this check box.
11. You can specify that users who do not sign in using the Elecosoft Identity Service should be locked out of Asta Connect following a number of unsuccessful attempts to sign in. If you do this, user account locking applies only to those users against which the Lockout enabled check box has been selected. Select this check box to specify that the user can be locked out following a number of unsuccessful attempts to sign in, or clear the check box to specify that the user should never be locked out, regardless of the number of times they attempt to sign in unsuccessfully.
12. Click the Roles tab. You use this tab to assign user roles to the user. User roles define the permissions that different types of user have in Asta Connect. You can assign a single role to each user, or more than one role.
13. To assign a user role to the user, select its check box; to unassign a user role, clear its check box.
14. Click Save. The user details are saved and you are returned to the Users page. If you selected the Re-send activation email check box, the user is sent an email notifying them of changes you have made.

To delete a user record:

1. On the Edit User dialog, click Delete. A popup appears, asking if you are sure that you want to delete the user.
2. Click Yes to delete the user.

If a user has been locked out of Asta Connect following a number of unsuccessful attempts to sign in, you can unlock them manually. This saves them having to wait until the account locking duration is over.

To unlock a user, on the Edit User dialog, click Unlock. The user is unlocked and can now attempt to sign into Asta Connect again.