Introducing a new enhancement to the Security section of our darwin Cloud—"Add/Reset Users." This update provides administrators with a streamlined and secure way to reset passwords and add new users in a controlled manner.
Key Updates:
- The "Users" screen has been renamed to "Manage Users" for better clarity
- "Add/Reset Users" submenu has been added under Security, designed specifically for password resets and limited user additions
- A restricted system for adding new users ensures better security and controlled access.
- Added User wizard simplifies the process of onboarding new users while maintaining necessary restrictions
- Limited search functionality ensures only relevant results are accessible
- The edit user setup wizard provides a guided experience for modifying user settings efficiently
These enhancements improve administrative control and security, making user management more efficient and secure
- The "Users" screen has been renamed to "Manage Users" for better clarity
- "Add/Reset Users" submenu has been added under Security
Password Reset for Existing Users (Available to All Users with Access to the Screen)
- The "Add/Reset Users" screen allows authorized users to reset passwords for any user within their assigned Company and Office. This ensures:
- Quick resolution of login issues without requiring additional escalations.
- A secure yet accessible way for administrators to manage password resets.
- Only users within the same Company and Office can be modified, maintaining security boundaries.
This feature is accessible to all users who have permissions to view the "Add/Reset Users" screen, making password recovery more efficient while maintaining control over access restrictions.
- Adding new darwin Cloud users (available only to users with Owner or Super Admin roles)
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Restricted System for Adding New Users
- Only Owner or Super Admin users can add new users
- Users can only assign users to companies, offices, and bank accounts they have permission to view
- A new user wizard will launch from the "new" button on the Add/Reset Users screen
- This button is enabled only for users with the role "Owner" or "Super Admin"
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User Wizard
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create a new user starting with their username and password
- username
- password
- password confirmation
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create a new user starting with their username and password

- assign roles to the user

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assign company and office to the new user
- Users will only see companies and offices they have permission to access

-
assign bank accounts and voucher types to enable for the user
- Only bank accounts that the user has permission to access will be displayed on this screen

NOTE: Clicking next advances to the next step, while clicking save saves the progress.
Limited User Search
- Users will only be able to search for and view users belonging to companies and offices they have access to
- The search results will not display users outside the logged-in user’s permitted scope, ensuring compliance with security policies
Displaying Search Results
- After performing a search, matching user names will appear in a list on the right-hand side of the screen, similar to the existing layout on the main Security screen
- This interface ensures a seamless experience while maintaining security restrictions
User Profile Management Options
Once a user selects a name from the search results, they will be taken to a limited user management screen, where user can:
Reset Password
- Clicking on the "change password" button will trigger the usual password reset pop-up, allowing the user to update the selected user's password
Delete User Profile
- The "delete" button will function as it does in other security-related screens, allowing authorized users to remove user profiles when necessary
Edit Limited User Information
Users with the appropriate permissions can edit the following fields for the selected user:
- username
- linked agent profile
- first name
- last name
When an Owner or Super Admin double-clicks a user’s name, the "edit user setup" wizard will open
- Company, Office, and Bank Account restrictions will match those in the "new user" wizard