Users

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This document provides information about the Users report screen, which displays information about Segura users and enables interaction with various user management functionalities.

Path to access

  1. On Segura, in the navigation bar, hover over the Products menu and select Settings.
  2. In the side menu, select User management > Users.

Actions menu

Item Type Description
New Button Directs to the Add user screen.
Actions Dropdown menu Displays the options Print Report, Export CSV, and Schedule Report.

Search fields

Info

To view all search fields, click More.

Item Type Description
ID Text field Filters by the user identification code within Segura.
Name Text field Filters by the user's personal name in Segura.
Username Text field Filters by the user's username in Segura.
Department Dropdown menu Filters by the departments registered in Segura.
E-mail Text field Filters by the email address registered in Segura.
Creation type Dropdown menu Filters by the type of user creation.
Enabled Dropdown menu Filters by the user's activation status in Segura.

Report Fields

  • ID
  • Name
  • Username
  • E-mail
  • Custom code.
  • Creation type
  • Created in: displays the user's creation date in the format DD/MM/YYYY HH:MM.
  • Last login: displays the date of the user's last login in the format DD/MM/YYYY HH:MM.
  • Enabled
  • Deactivation date: displays the date when the user’s account was disabled in the format DD/MM/YYYY HH:MM.
  • Actions:
  • Edit: opens the Add user screen in edit mode.
  • History: opens the User history window.
  • Forget user: disables the account.
Info

By default, the report displays 30 records per screen. To go to the next screen, click on the forward buttons at the end of the report.

Add user screen

Settings tab

This section provides information about the Settings tab.

Item Type Required Description
Name Text field Yes User's personal name in Segura
Username Text field Yes User's username in Segura
Set current password Toggle button No Enables/disables the option to set a password at the time of user registration. Default: disabled.
New password Text field No User's password in Segura
Generate Button No Generates a random password based on the previously defined criteria.
Configure Button No Sets the password’s criteria: Password length, Uppercase, Lowercase, Numbers, and Symbols.
Status Radio buttons No Indicates the activation status in the user’s creation.
User group Dropdown menu No Selects the user group to which the user will belong.

Roles tab

This section provides information about the Roles tab.

Item Type Required Description
Add Button No Opens the Roles modal.
Users Table No Lists the users added and their information: Role, Built-in, and Description.
Checkbox Checkbox No Selects all records displayed on the table and enables the Remove selected button.

Roles Modal

Item Type Description
Search Search field Searches users based on the characters typed.
Checkbox Checkbox Selects all records displayed on the screen and enables the Remove selected button.
ROLE Text field Role name.
BUILT-IN Text field Indicates whether the role was inserted by the user or if it is a default role of Segura (Built-In).
DESCRIPTION Text field Role description.

Access policies tab

The Access Group tab is divided according to the modules. Each module comprises a session of the tab composed of checkboxes that refer to the access groups registered in Segura. In this tab, the access groups registered in Segura will be presented.

Item Description
Title Each module is presented separately, with its name in bold.
Checkboxes Selects the access group to which the user will be part of. It can be more than one. Each access group is presented below the module title and according to the name registered in Segura.

Review section

This tab displays a summary of the new user’s registration settings with the Back and Save buttons.