Users

Overview

The FreeBalance Accountability Platform has a single sign on functionality which allows Users a single entry point to the system regardless of the modules or functions they have. To manage Users, the Platform has a group of general options which allows adding and configuring Users and their information, authentication rules and rights. This information covers User Code, Name, Default Language, Addresses, Contact Information, Authentication Type, Passwords, and more.

Users are part of Functional Classes and Security Groups which allow or restrict the use of every feature on the system such as screens, reports, etc. This allows a high level of flexibility and customization in the user rights management. The Platform allows the User Role Delegation, it means that there is a super user who administrates users at the high level (centralized) but there could be users with user administration rights for certain Institution, with the same role as the super user, but with limited scope.

User

Overview

To access the application, each User must have a valid unique User code and a password. The User window allows a system administrator or other authorized user, to define user codes and passwords.

Navigation

Admin ► System Security ► Users ► Users

User screen Field and Tab

Field	Description
User Id	Unique identification code of the users.
Name	Name of the Users.
Password DateTime	The date and time that the password was created.
Is logged in	Not active field in insert mode. Check box active means the users logged in. It is auto-generated field by the system.
Last Login Date time	Not active field in insert mode. Last login date of the users. It is auto-generated field by the system.
Active	Active Status - if checked, User is active.
Authentication Status	The status of the user creation as approved by the admin.
Authentication Type	Choices include LDAP (Lightweight Directory Access Protocol), Local, and Trusted
Expire Credentials	The expiration of the credentials given to the users.
Default Language	Users selects among the available languages the one that will be presented as the default.
Created by	This field shows the username of the users who create the users.
Created On	Creation date of the users.
Administrator	Administrator Status - if checked, the user will be an Administrator.
Address Tab	Tab shows information of the address of the users.
Contacts Tab	Tab shows information of contact details of the users.
Functional Class Tab	Add or remove functional classes for the users.
Feature Tab	Add or remove features for the users.
User Security Group Tab	Collection of one or more security groups associated with the users.
Operation Allowed Start Date	The beginning date for the user to start its activity.
Operation Date Time	The date and time of operation.
Remarks	Comments regarding the user feature.
Reason	Reason behind the suspension of a user activity.
Operation Allowed End Date	The last date for the user to end its activity.

Attachment

Objective

System allows to attach files for additional user's information.

Attachments Tab screen fields:

Fields	Descriptions
Id	Consecutive number auto generated by the system. It will be unique within the system.
Attachment Classification	Type of fhe attachment
Language	Language for the title and description
Title	Title of the Attachments
Description	Description of the attachments
Attachment	System allow to selete and upload supporting file. File type can be: pdf, doc, xls, jpg, etc
Date Time	Date and Time of the last operation performed on the attachment document. Visible for the user. Automatically assigned by the system.
Date	Date of the attachment information. Manually updated by the User.
User	Last user who uploaded or updated the document. Visible for the user. Automatically assigned by the system.

Features Tab

Overview

Features Tab allows and disallows features for users.

Features Tab screen Field

Field	Description
Disallow Read	Turn on flag if user can’t read the specified entity.
Disallow Save	Turn on the flag if the user can’t save the specified entity.
Disallow Update	Turn on flag if user can’t update the specified entity.
Disallow Delete	Turn on the flag if the user can’t delete the specified entity.
Hide from menu	Turn on flag if entity is hidden from the user’s menu.
Read Only Form	Turn on the flag if entity screen in read-only form for the user.

Functional Class Tab

Overview

The Functional Class Tab is used to specify a user’s functional class on their profile. Functional Class tab relates a user with the requisite functional class. From a list of pre-created functional classes, a functional class for the said user is to be selected.

For details regarding Functional Class, refer to the link below.

User Security Group Tab

Overview

User Security Group Tab relates security group with a user. The Security Group is to be selected from the look up button in the user screen.

For details regarding Security Group, refer to the link mentioned below:

Fields	Description
Code	The unique identification of the security group.
Description	The description of the security group.
Security Group Restriction Tab	This Tab is used to include security group restriction information.
User Security Group Tab	This Tab is used to include security group information.

Addresses Tab

Overview

User 's address is taken into record through this tab. One user may have more than one address.

Addresses Tab screen Fields

Field	Description
Is Main	If checked, indicates that this address is the user’s main address.
Region	The region in which the address is located.
Address Type	The type of address being input is either, “Unknown”, “Home”, or “Work”.
Address	The actual address of the user.
Location	The location of the user’s address.
City	The city of the user’s address.
State	The state of the user’s address.
Zip Code	The zip code of the user’s address.
Country	Specifies the country name.

Contacts Tab

Overview

Contacts refer to contact of the said user. A user may have more than one contacts.

Contact Tab screen Fields

Field	Description
Is Main	Whether the contact added, is the main address, gets mentioned in this field.
Contact Type	The kind of contact is selected from the drop-down box in this field. For example, it can be a phone, mobile, or e-mail, etc.
Contact Location Type	Whether the contact mentioned home address, work address, gets mentioned.
Contact Value	The contact is defined in this field.
Language	It's used to define the contact’s description.
Description	Description regarding the contact is mentioned in this field.

Change Password

Overview

Users are required to change their password upon initial login anytime thereafter. The FreeBalance Accountability Platform ensures that the password users enter is of appropriate length and complexity to provide maximum security prior to the password change.
There are several other security features incorporated into the password changing process. For example, a given number of users previous passwords are retained, and these passwords cannot be used again while they are still retained by the system. The new password is not accepted if it is the same as the user ID or old password.

Navigation

Admin ► System Security ► Users ► Change Password

Change Password screen Field

Field	Description
Current Password	The current password of the user.
New Password	The new password which users want to create.
New Password Confirmation	Confirmation of the new password.

Update Special Properties

Overview

Update Special Properties function allow the administration or authorize user to allow permission on some special properties to users or create restriction to users. Special properties include ‘Can Post Payment Order (EV)’ and ‘Is posting transection prior period enable’. If administration or authorize users update these value, users affected obtain permission to execute these special task.

Navigation

Admin ► System Security ► Users ► Update Special Properties

Update Special Properties screen Field

Field	Description
Code	Unique identification code of the Update Special Properties.
Name	Name of the Update Special Properties.
Can Post Payment Orders	If checked, users can post payment orders else user can't post payment orders.

User Maintenance

Overview

The user which has the user maintenance feature allowed for them has the access to the functional class subjected to the Audit Trail.

Navigation

Admin ► System Security ► Users ► User Maintenance

Change Password screen Field

Field	Description
ID	This is the unique identifier which is auto-generated.
User Operation	This is a closed domain drop-down menu whose possible values are Activate, Deactivate, Suspended, Reset Password
Status:	This is a closed domain drop-down menu whose possible values are Pending and Executed. The default value is ‘Pending’.
Start Date	The user can do the operation for the particular start date if it is allowed the user maintenance feature.
End Date	The user can do the operation until the particular end date if it is allowed the user maintenance feature.
Created By	This is the default the current logged in Application User.
Created Date Time	This is the default the current System Date time
Reason	The Comments/Reason will be provided while the user will do the user operation.

Logged in Users

Overview

Logged in Users screen shows the list of active users currently logged in FreeBalance Accounting Suite platform. Logged in the session of the currently logged in users can be terminated from this screen by selecting them. This screen allows administration or authorizes users to terminate any logged in user’s session with a suitable note. The reason behind the termination session is mentioned in this note. Users who logged out will get a note at the time logged out. Administrator use this process for improvement of platform functionality, platform maintainance time, security reason.

Navigation

Admin ► System Security ► Users ► Logged in Users

Logged in Users screen Field

Field	Description
Logout Message	Message to show the terminated logged in users after termination.