Each user logs into Comply Plus using a user account. A user account can be either used only by an individual person or used communally by multiple people, and includes the following main elements:
● A user name and password entered during login to verify the user's identity (except in the case of view station users; see below);
● A user group that determines the features and data the user can access while logged in (for details, see Administration: User Groups);
● The user's identity details, including full name and (optionally) contact information.
User names and passwords are not required for Comply Plus user accounts. Whether a user account includes these credentials determines the nature of the account: administrator or view station user.
● An administrator account has a user name and password, and typically can make changes to data in Comply Plus, as appropriate to the user's role. The user name and password protect these data-altering permissions—whether small and site-specific or Corporate-level administrative—from other users. For details on logging in using this kind of account, see Logging In as an Administrator.
● A view station user account has no user name or password, and typically cannot make any changes to data in Comply Plus. This provides the following benefits:
● Universal access to search, view, and print features, granting all users the ability to find and view information about the products and substances they are handling. (This access is required by law in many countries.)
● Ease of user account maintenance, serving as a communal user account for all users needing only search/view/print features. This removes the necessity to create and maintain a separate user account for each of these users.
● Speed in emergency situations, bypassing the need to enter a user name and password and allowing any user to immediately enter Comply Plus and find the needed information on spills, first aid, and so on.
For details on logging in using this kind of account, see Logging In as a View Station User.
Comply Plus offers the following types of user account to accommodate users with varying levels and scopes of duty:
| User account type | User of this type can login at: | Type can be created from a local site? | Type can be created from the Corporate site? |
User can belong to user group of these types*: |
| Site | A single local site only | Yes | Yes | Site; Global |
| Corporate | The Corporate site only | No | Yes | Corporate; Global |
| Global | All local sites, not the Corporate site | No | Yes | Global |
| Multi-Site | A selection of local sites—selected by the creator of the user account—and not the Corporate site | No | Yes | Global |
*For details on user group types, see Administration: User Groups > User Group Types.
Each user account includes the following properties:
● User Group: The user group to which the user belongs, which determines the features and reports the user can access.
● User Name: The user name the administrator enters when logging in. (See Logging In as an Administrator.)
● Contact: Each user can be linked to a contact (of the Contact or Employee type), which is a comprehensive record of a person's identity and contact information. (For details on managing contacts, see Administration: Contacts.) Whether a user is linked to a contact (using the Use Contact Name option; see below) determines what properties are available.
Note: Linking users to contacts is recommended, as it allows a more complete record of the user's identity and contact information.
A user with a linked contact has the following property:
● Contact Name: The name of the linked contact.
A user without a linked contact has the following properties:
● Full Name: The full name of the user. If the user account is used only by a specific person, this is typically that person's full name.
● Description: A description or other helpful notes for the user account.
● NT User Name: The user's network login information (entered in the format: domain\username) that enables a single sign-on to Comply Plus. Applies in installed Comply Plus solutions only (as opposed to Comply Plus systems hosted by Sphera). For more details, see Using Single Sign-On.
Note: NT user names require the following settings in IIS:
● In the website's IIS > Authentication area, Windows Authentication is the only item set to "Enabled."
● In the website's Management > Configuration Editor area, in the system.webServer/serverRuntime section, authenticatedUserOverride is set to "UserWorkerProcessUser."
After you make these changes, reset IIS. For more details, see the Sphera Comply Plus Installation Guide > Upgrading an existing Sphera Comply Plus solution > Post-upgrade configuration.
● Global Access / Multi-Site Access: The non-Corporate sites where the user can login. (Applies to Global and Multi-Site users only.) The settings available are:
● Global Access: User is a Global user who can login at all non-Corporate sites.
● Multi-Site Access: User is a Multi-Site user who can login only at the non-Corporate sites added to the Sites this user can access list.
● Password: The password the administrator enters when logging in. (See Logging In as an Administrator.)
● Can Change User Info: Select to allow the user to change his/her own user information while logged in. (See Changing Your User Information.)
● Active/Inactive Status: An active user can login as normal; an inactive user cannot login as long as the account remains inactive. You can reactivate an inactive user at any time on the User Administration page (see below). All new users begin with an active status.
Use the procedure below to view a site's user groups and users. If you have permission to make changes to these users, see the links after this procedure.
Note: A local site user can typically view and manage users at the local site only. Users with Corporate-level permissions can view and edit the users at any site.
To view a site's user groups and users:
Starting at the Application Administration page (How do I get there?), do the following:
1. In the menu on the left, under SECURITY, click Users.
The User Administration page opens, showing the user groups at your site. (If you see a Current Site menu, select another site to view its user groups.)
Note: All Global user groups are identified by a global (
) icon.
2. Do any of the following:
● To view the users in a user group: Click the user group's expand (
) icon.
● To reactivate an inactive user or user group: Select the Show Inactive Users and/or Groups check box in the lower right. (If this check box does not appear, the current site has no inactive users or user groups.) When the inactive users and user groups appear on the page, click {Activate} next to each one you want to reactivate.
● To view a user group's properties: Click the user group name. This opens the following areas of user group properties (see Administration: User Groups for more details on each) in a new browser tab:
● User Group: The user group's basic properties: name, description, and default home page.
● Access Points: The features the user group's users can access, including one or more of the following permissions for each:
● Read/Run: Users can view or run the feature.
● Update: Users can add new data or edit existing data in the feature.
● Delete: Users can delete data in the feature.
● Reports: The reports the user group's users can run. (For details, see Reports.)
When you are done viewing the user group properties here, click Close in the lower right or close the browser tab.
If you have permission to edit users, see the following topics for details:
● Creating a User: Create a new user account to enable one or more people to log into Comply Plus.
● Editing a User: Change a user's identification, user group, or other properties.
● Deleting a User: Delete a user account to permanently remove it from your system.
● Logging In as an Administrator
● Logging In as a View Station User
● Changing Your User Information
