For every reporting site, Administrators have access to a Site Manager that offers configuration and management options directly in a web browser. The most common usage will be managing the users that are able to access the site. Please note that other configuration options available in the Site Manager are potentially destructive, and no changes should be made except when following documentation and direction from Beyond 20/20 Operations staff.

Follow the process below to manage users in the Site Manager.

  1. Login to the reporting site for which you wish to manage the users.
  2. Click the Site Manager button on the toolbar.
  3. Switch to the Users tab. A table with all current users registered for the site appears, along with controls for managing them.

    Depending on your Authentication Type (Windows or native), the First Name and Last Name fields may not contain names, this is expected and normal.

  4. To change the sorting in the table, click Change....
    1. Select the Sort Column and Sort Order and click OK.
    2. The table sorts to match the selected choices. 
  5. To add a new user, click Add.... Note that the ability to add a new user depends on the authentication method used for the site. When not using user accounts native to the reporting, for example when you are using your Windows accounts, you will not be able to add new users in Site Manager.

    1. Enter the User name for the account. The account holder will use this for login.
    2. Enter and confirm the account password. Depending on your system configuration, strong passwords may be enforced. 
    3. Enter the user's First name, Last name, Organization and Email.
    4. Check Site Administrator to grant the account permission to view, modify and delete all reports in the system, if required. 
    5. Click OK to save. 
  6. To edit a user, enable the checkbox next to their account, and click Edit.... The same fields are presented as shown for the Add User dialog in the previous step. Make any necessary changes and click OK to save. 
  7. To remove a user from the system, enable the checkbox next to their account and click Delete.  A confirmation dialog appears warning you that all saved reports for the account will also be deleted. Click OK to proceed. 
  8. To Enable or Disable a user, enable the checkbox next to their account and click Enable or Disable. Enabled users can login to the system. Disabled users cannot login to the system, but their saved reports are not deleted.  
  9. Enable the Users can change password checkbox to permit people to change their own passwords. 
  10. Enable the New users initially enabled to have accounts automatically enabled once created.


To manage users in Crime Insight Repository site, please see

https://support.beyond2020.com/en/support/solutions/articles/44001929140-managing-users-in-crime-insight-repository

For a Crime Insight User Management Overview, please see https://support.beyond2020.com/en/support/solutions/articles/44002347732-crime-insight-user-management-overview