Users

In the Users tab, the admin user can create new users in the application, assign pre-configured roles, modify License Type, change passwords, and delete/deactivate user profiles as required.

View Users

In OvalEdge, authorized Roles and Users can see a list of all the users who are currently logged in with the following details:

• User ID: Unique identifier for the user.

• First Name: User's first name.

• Last Name: User's last name.

• Full Name: Complete name of the user.

• Source: Platform source where the user was created (the source can be OvalEdge, OvalEdge_API, SAML, OAuth )

• License Type: User's assigned license type (Author & Viewer).

• Roles: Roles associated with the user.

• Team: Teams to which the user belongs.

• Additional Information: Provides additional user-related data that helps organizations group users based on the information provided.

• Title: Title given to the user.

• Phone No: User's contact number.

• Address: User's address.

• Manager: Full name of the Data Owner responsible for data maintenance.

• Data Governance Manager: Name of the Data Governance Manager establishing policies, access management, and data standards.

• Data Control Manager: Name of the Data Control Manager overseeing data processing and storage.

• Slack ID: User's Slack identifier for easy identification.

• Created Date: The date on which the user was created in the application.

• Last Updated Date: The date on which any user information was last updated in OvalEdge.

• Last Login Time: Timestamp of the user's last login to OvalEdge.

• User Access Initialized: Indicates if user access has been initialized for data objects (Yes if initialized, No if not yet initialized). With initial user access, a job gets triggered that makes all associations to the roles a user has. If this is not done, the user may get a loading status for a while on the first login.

Add Users

Adding or creating a new user in OvalEdge is only available for the Users & Roles Admin. Once a new user is added, the user license count increases. Users can be added through various methods:

• OvalEdge's Users Tab

• Advanced Tools > Load Metadata from Files

• Advanced Tools > OvalEdge APIs

• Importing users from Active Directory like Okta or Azure AD

Mandatory fields to create a user include:

• Valid Username

• First name and Last name

• Email address

• Password and Confirm password

• User’s License type

• A role created to associate with the user

Edit Users

Among the existing users, specific sorting, filtering, and search operations can be executed on the columns available. User details such as First name, Last name, Title, Phone number, Email, Street address, City/State, Zip, and Slack ID can be edited by clicking the edit icon. Additionally, the following are the operations that can be performed through the 9 dots icon.

Delete/Deactivate User

A Users & Roles admin can either delete or deactivate an existing user. A deactivated user will be displayed as an inactive user. Before deleting or deactivating a user, transferring user responsibilities to another user with a similar or higher license type is essential.

Reactivate a User

Deactivated users are listed as inactive users and can be accessed through the Active/Inactive users dropdown in the Users tab. The Users & Roles admin has the authority to reactivate such inactive users using the 9-dots menu. A user reactivated will be revoked of all the roles and responsibilities present, and only the default OvalEdge public role defined (defined in the following system setting, “ovaledge.role.public”) will be assigned to the user.

Change Password

The Users & Roles admin can change a user's existing password by selecting "Change Password" in the 9-dots menu. To reset the password, the current and new passwords must be provided. The Password should contain at least one uppercase letter, one lowercase letter, one number(0-9), and one special character (@,#,$,%,^,&,-,+,=,(,)) and it should be at least 12 characters long, and a maximum of 16 characters are allowed. Once the user has provided this information, the system will verify the user and the password will be reset.

Reset Password on Login

The Users & Roles admin has the option to configure a setting where a new user, upon login, will receive a prompt to set a new password. The user is then required to use this new password for subsequent logins.

Initialize User Access

Initializing user access initiates a job that establishes all the necessary associations for a user. Failure to complete this process may result in the user experiencing a loading status for an extended period during the first login.

Change License Type

Users & Roles admins can modify a User's License type from the 9 dots menu. Downgrading from Author to Viewer is possible if the user has no associated data. However, if there is associated data, the association must be removed before the downgrade. Regardless of data association, a User can be upgraded from a Viewer to an Author license.