Managing Users in a Tabx License

Contents

• Assigning Active Users in Tabx
• Adding Users to Projects
• Making a User an Editor
• Removing a User
• User Permissions

Users are flexible and configurable in Tabx, allowing you to manage your clients in a simple and efficient interface.

Assigning  Active Users in Tabx

When you purchase users within a Tabx license, you will see those users added as Blank Users in your license. To assign a Blank User to a person, make an Active User:

• Browse to the Account page using the navigation at the top of the window.
• Browse to the  Users Tab.
• Locate a free Blank User.
• Add in a Name, Username (must be a valid email address) and a Password for this user.
• Choose whether this user should have Projects Administrator global permissions.
• Click the  Save Users button. You should see a green confirmation box appear confirming the information has been saved.

Adding  Users to  Projects

By default, a user cannot see or interact with any projects such that when they log in they cannot use the  Interrogate,  Dashboard or  Analysis tools. Access to Projects must be set by the License Administrator or a Projects Administrator with current access to that project. See Permissions below.

Removing a User

When you no longer wish to give access to a particular person to your Tabx License, you can remove that User:

• Browse to the Account page using the navigation at the top of the window.
• Browse to the  Users Tab.
• Locate the User you wish to remove.
• Click and confirm the  button. You should see a green confirmation box appear confirming the information has been saved.
• Note: This user has not been removed from your license - the Active User has been reverted to a Blank User, for you to use again at another time.
• Note: All data for that user will be erased including Dashboards, Charts and Archived Charts.

User Permissions

Broadly speaking, a Tabx license is made up of a single License Admin, plus several User Slots than can be variously added to projects and set up with different permissions within Tabx. The different User Types are:

• License Admin
• Projects Admin
• User

The different Permission types are:

• Global Permissions – Permissions for actions taken in Tabx as a whole, outside of Projects.
• Project Permissions – Access and Edit permissions set per project for all Project Admins and Users.

The Global Permissions are as follows:

The Project Permissions are as follows:

Project Permissions are set per user, per project. This means a User can be set to "Standard + Edit" on one project, but be set to "View Only" on another, each providing access to varying tools within that project.

For example, if you are delivering only Dashboards to a client by assigning them one or more User Slots, you can limit their access to their project to just the Dashboard tool.

Note that Project Admins do not have access to every project - only License Admins do. Project Admins do however get automatic access to every project they upload.

License Admin permissions never need to be set – they automatically have access to everything within their License.