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Preferences

All end users have the ability to define a set of preferences. Administrators can determine what the default values are for these preferences, but users are able to override those default values with their own.

  • See Defaults for more information on setting global preferences.
  • For more information on changing the default look and feel, as well as setting a custom look and feel per domain, refer to the Configuring Preferences. See Provisioning for more details.

Managing User Preferences

This section assumes that the “Preferences” option of the System Menu has been provisioned to the Domain or Role to which the user belongs. If you do not have access to this menu option, please contact your system administrator.

To update your preferences, follow the steps below:

  1. At the top-right of the screen, click System Menu, which is represented by the  icon.
  2. Select the “Preferences” option from the menu.

User Preferences

Preference Description
Locale Defines the user’s language and region.
Time Zone Defines the user’s time zone.

Password Management

Users do not have the option to change their password by default. Users may be given permission to update their own password by provisioning the user’s Role or Domain access to the “Change Password” component.

Administrative users have the added capability of updating passwords of other users in the system. Administrators are also responsible for setting new users’ passwords at the time of user creation.

Overview

In edgeCore, there are two ways to update passwords:

  1. End users can change their own passwords.
  2. Administrators can change passwords for users.

End Users

This section assumes that the “Change Password” component of the System Menu has been provisioned to the Domain or Role to which the user belongs. If you do not have access to this menu option, please contact your system administrator. Please refer to Domains or Roles for additional information about provisioning.

To change your password, follow the steps below:

  1. At the top-right of the screen, click the System Menu, which is represented by the  icon.
  2. Select the “Change Password” option from the menu.

The Change Password Dialog

The Change Password dialog supports password policies. This means that there may be rules which have to be satisfied before a password is considered valid. See Configuring Password Policy for more details.

In the example below, a Password Policy stating the minimum password length must be at least 8 characters has been configured. Any password with less than 8 characters will be flagged as invalid.

Once a password fulfills the Password Policy, it will be flagged as valid. The Password Policy check list at the bottom will indicate which policies have been satisfied.

Administrators

To change a User’s password as an administrator, follow the steps below:

  1. Navigate to the Provisioning page by clicking on the  icon in the admin toolbar, the vertical toolbar on the left side of the view.
  2. Select the Manage By: Users perspective.
  3. Select the User you want to modify, and click the  icon.

This will open the Edit User dialog.

When an administrator changes a password for an end-user, the administrator must select a password that conforms to that User’s Password Policy. A checklist indicating Password Policy rules appears at the bottom of the dialog. 

Administrators can filter the list of Users by Domain or Role using the Manage By option. Regardless of how you are filtering Users, their password is modified the same way. See Provisioning for more information.

 


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