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Home > System Admin Role > Security > Users

Users

Page Location: Admin > Security > Users

NOTE: User IDs can have ! (exclamation points) but cannot have # (hashtags). 

 

Allows an Admin the ability to create new Users or modify existing Users in Cyber Train. Users are linked to specific security Groups, which should be created first.

To add Users click Add new record and to delete a User click the X at the end of the User's line in the User Security List. (NOTE: if a User is deleted, the User’s history will be saved in the background of the database but will NOT be visible to Users in Cyber Train. We recommend inactivating Users as opposed to deleting the record.) The Copy link  allows an Admin to copy a given User’s permissions, creating a new User with similar permissions.
 
The checkbox at the top of the page "Show active users only" will only display those Users who are active in the system when checked. Users who have the Account Disabled checkbox selected on the General Tab of User Security will not show up in the list, unless this box is unchecked.

Use the Find textbox to quickly locate an established User listed here. Text searches are based on matching either the User Name or User ID based on what is entered in the textbox. This search does full or partial searching and if multiple User Names or IDs are found, a list will appear from which the correct record can be selected.

User Security is defined on three tabs: General, Available Students and Custom Links.

General Tab

On the General Tab of User security basic information is established about the User including the role(s) the user will play in the system.


 Field      Purpose
User ID 
Field Description:
Contains the actual Cyber Train login ID for the User. Each User ID must be unique and if Single Sign On is enabled the User ID must match the User's Network ID. If the ID needs to be changed, click on the User ID field name, which is a hyperlink, and make the necessary changes. When adding a new user the User ID hyperlink may be used to look up a user ID in the LDAP.

User ID's may contain letters, numbers, periods (.), dashes (-), backslashes (\), underscores (_), and the @ symbol.
User ID's may NOT contain spaces.

User View:  The User must enter this ID to sign into Cyber Train (unless Single Sign-On is enabled.) The User ID will also be recorded throughout Cyber Train to track actions the User has taken within the system.
Student/Manager View: Not Displayed; unless the student or manager is attached to a user profile. 

 User Name
Field Description:
 Identifies the User’s full name and populates various User dropdown lists in the Cyber Train system. The company needs to decide how the naming convention should display (First Name and Last Name; Last Name, First Name; etc…) because the way it is entered here is the way it will be displayed.

User View: The User name defaults in many places throughout Cyber Train: Welcome Banner; Training Admin/Instructor fields; Approvals/Classes Created/Students Added Invites/; Correspondence Emails/Letters
Student/Manager View: Not Displayed, unless the student or manager is attached to a user profile.

 Initials    
Field Description: This field is not currently used in Cyber Train but is a place holder for future consideration.

User View: N/A
Student/Manager View: N/A

 Email        
Field Description:
This field holds the User’s Email address. This field is mandatory in order for Cyber Train to
send out automatically generated emails for each User.

User View: The user sees his/her email as it is made available through the use of merge fields in emails.
Student/Manager View: The student/managers see this email address on correspondence initiated by the User.

 Password
Field Description:
This field contains the password used by this User ID to log in to Cyber Train. A blank password is not permitted. However, the password will appear blank in this screen to anyone opening the User record after the User ID has been created. Passwords can contain any combination of characters and are not case sensitive. If any password rules are set in Admin > Security > Password Rules - when the User changes the password, the Password Rules will govern the change.

User View: Each user will be prompted to sign in with a User ID and password (unless Single Sign-on is enabled,) but the password will never be visible to any user.
Student/Manager View: Each student/manager will be prompted to sign in with a Login ID and password but that information is not held here unless the student or manager is attached to a user profile.

 Confirm  Password The user will be prompted to reenter the password to ensure consistency.
 GUID    


Field Description: This field contains the GUID login (Globally Unique Identifier) and is necessary if the GUID login option is selected in System Setup > Auto Login Options.  It can be up to 38-characters and is alpha-numeric.

 

Example of the Login Page URL that makes this work: http://www.vs.com/ct/Default.aspx?suid=12345 

User View: N/A
Student/Manager View: N/A

 Security Group    
Field Description: This drop-down list contains all the available Security Groups as set up in Admin > Security > Groups. This field assigns the User to a particular Group. Thus field is necessary for Users to log into Cyber Train.

NOTE: if a Security Group is deleted and/or not assigned to the User, the User will not be able to log into Cyber Train.

User View: This field is not displayed to the user at any time other than in this security setting.
Student/Manager View: N/a

 Student
Field Description:
This field links an existing student file in the system to this user profile. When a student file is linked to a user profile, that person always logs in using the user login information.  Additionally, this allows the user to login with one login and have access to his/her student or manager information on the Home Page all within one login.

User View: Not Displayed; other than seeing student and manager information on the Home Page.
Student/Manager View: Not Displayed 

 Training Admin
Field Description:
This Yes/No radio button determines whether User is a ‘Training Admin' in Cyber Train. When set to Yes, it displays the User’s name in all drop-down lists for the Training Admin field. Additional options for Training Admins:
- Admin > Page Builder > Class List - You can set a default of how the class information should look in that list geared to Training Admins.  Then in Admin > Security > Groups > Classes Tab - you set the 'Class List' field to Training Admin.

User View: This field determines the type of Class List setup to present as well as displaying the name in drop-down lists for the 'Training Admin' field as the user is allowed to maneuver through various features of the system. 
Student/Manager View: N/A

Instructor
Field Description:
This Yes/No radio button determines whether a User is a ‘Instructor' in Cyber Train. When set to Yes, it displays the User’s name in all drop-down lists for the Instructor field. Additional options for Instructors:
- Admin > Page Builder > Class List - You can set a default of how the class information should look in that list geared to Instructors.  Then in Admin > Security > Groups > Classes Tab - you set the 'Class List' field to Instructor.

User View: This field determines what Statuses a user sees, the type of Inbox setup presented, and options that
are turned on for 'Supervisors' such as the Open Activities link off the Home Page.
Student/Manager View: N/A 

 Admin
Field Description: This Yes/No radio button determines whether the entire Admin menu will display in the User’s Main Menu Bar at the top of each page. Selecting No hides the menu completely.

NOTE: Sections in Cyber Train that indicate needing Administrator privileges means having access to Admin.

User View: If the User has access to Admin they will see it from the Main Menu Bar.
Student/Manager View: N/A

 Phone 
Field Description:
This field contains the phone number of the user.

User View: This field is not displayed unless it is used in a report through the Report Writer.
Student/Manager View: N/A

 Extension
Field Description:
This field contains the phone extension of the user.

User View: This field is not displayed unless it is used in a report through the Report Writer.
Student/Manager View: N/A

 User must change
 password at next
 login

Field Description: This checkbox indicates that the User must change his/her password the next time the User logs into Cyber Train. If any password rules are set in Admin > Security > Password Rules - When the User changes the password, the Password Rules will go into effect.

User View: Not Displayed; When this field is selected and the User is prompted to enter a new password when logging into Cyber Train the first time.
Student/Manager View: N/A

 Account disabled
Field Description:
This checkbox disables User accounts in Cyber Train. It will move the User’s name in the following locations in the system to the inactive list for any drop-down list for Training Admin and/or Instructor or Approvals. 

User View: Not Displayed
Student/Manager View: N/A

 Reset User 
Field Description:
Click this link to reset a user who is locked out of the system due too many 'Failed Attempts' to login.  The number set to lock a user out of the system is determined in the Admin > Security > Password Rules.

User View: Not Displayed
Student/Manager View: N/A



Available Students

Field Purpose
User can see ALL Students This Radio button allows Users to see all students in Cyber Train. If selected, all other items on this page will be unavailable for use.

User View: Sees all students in the system
Student/Manager View: N/A
User can ONLY see students based on the criteria below:** This Radio button restricts Users to only see students based on a role the user plays in the training management process (checkboxes) below.

NOTE: if this option is selected, the checkboxes below become available and at least ONE of them needs to be selected for the user to see students in the system,  If none of the checkboxes are selected with this option, the user will not see any students in the system.  ** Please see below to expand security based on combining these checkboxes and/or advanced criteria.

User View: Based on the criteria set, the user sees available students
Student/Manager View: N/A
Checkboxes These "role based" checkbox settings may be used individually or in combination to restrict user access based on the roles (User's Company, Manager, Instructor or Training Admin (aka Class Contact for those on Version 4.0.03 and lower) they play relative to training management. 

User View: Based on the criteria set the user sees available students
Student/Manager View: N/A
Advanced Criteria This box may be used to enter a statement to limit or expand user access to students based on the criteria entered.  NOTE: Because entering statements in this area may lead to unintended results, we recommend contacting Visibility Software Product Support   or your implementation professional before entering criteria statements other than the example given here.

User View
: Based on the criteria set the user sees available students
Student/Manager View: N/A

Custom Links

The Custom Links tab makes custom links available to Users. Highlight the custom link(s) that should be accessible for each User. Any custom link not highlighted will be hidden. Custom Links will default here if they are entered in Admin > Links > Custom Links . User access may also be granted from within the custom link when it is created.

User View:  The User will see all Custom Links as highlighted here.  Given that the links may be assigned to different menus or areas in Cyber Train, exactly where they will be displayed will vary.
Student/Manager View: The students and managers can see custom links if they are setup to do so but it will not be from here. This setting is strictly for users.



See also