Exercise Overview

In this tutorial, you will learn how to perform basic user management functions for your organization. This includes adding members, adding solutions to users, modifying existing members, and removing members.


Adding a Member

  1. Ensure user is connected in an approved location.
    Log in to Aunsight: https://console.aunsight.com/.
  2. Select client organization.
  3. Select Members icon from left panel.

Select members icon

  1. Select + icon.

Select plus icon

  1. Add member email and click Submit.

Add user email address and click submit

  1. Select Member Role(s) and select Submit.
  2. Email user and ask them to select “reset password” for initial log in password. You can use this script to send to user:

You have been added as an Aunsight user! To log in please visit:
https://webprod.aunalytics.com/#login

To log in for the first time please enter your email address and select “Reset your password.” Your temporary password will be emailed to you. Upon initial log in please change your password.

Select user roles and submit

Adding Solution to User

  1. Select organization name.
  2. Select Sightglass Admin icon.

Click Sightglass icon

  1. Select solution from list in left panel.

Select solution

  1. Select Solution Users from header.

Select

  1. Select Add in top right.

Select

  1. Search by member name and click on name.

Search member name and select

  1. Select Publish in top right (IMPORTANT: solution is not added for member until this step is completed).
    Note: Multiple users can be added under step 6 prior to selecting Publish.

Click

Modify an Existing Member

  1. Select organization name.
  2. Select Sightglass Admin icon in left panel.

Click Sightglass icon

  1. Select solution you would like to remove/add the user from.

Select solution

  1. Select Solution Users from header.

Select

To remove a user from the application:

  1. Click Remove next to the user that you would like to remove (this only removes this specific application from the user, it does not remove the user from Sightglass nor remove any other applications he/she has access to).

Remove from solution

To add a user to the application:

  1. Select Add in top right.

Select

  1. Type user name in Search box and click on user name.

Search member name and select

  1. Select Publish in upper right (IMPORTANT: User is not added/removed until this step is completed).
  2. Once published, the user will now see/not see the application as modified.

Click

Remove a Member

  1. Select organization name.
  2. Select Members icon from left panel and select the member you would like to remove.

Select members icon

  1. Click Remove Member and confirm that you would like to remove the member (this removes the member from all applications he/she has access to).

Remove User