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The Account page is License Statistics Administrators can create and edit user accounts using the Accounts page, found under the Administration section . (Note: You must have License Statistics administrator privileges to use the account management features of License Statistics.)in the navigation menu.

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From the Accounts page, you can enable automatic user account creation, manually create new accounts, edit user account details, and delete user accounts, as described below. You can also enable/disable authentication from this page.For information about creating :

• Manually create user accounts
• Edit account and role settings
• Create custom roles that control user account permissions 
• Edit accounts and roles
• Delete user accounts and roles
• Enable/disable authentication

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About permission and visibility settings

Permission settings provide security against unauthorized access to license servers and/or reports by individual user accounts. Permissions for user accounts are controlled using roles. The permissible license servers and reports that each user account is allowed to access are defined by the role that is assigned to the user. Individual users cannot alter their permission settings.

The visibility of permissible license servers and individual features may also optionally be set by a License Statistics administrator when creating or editing individual user accounts. In addition, any License Statistics user can change the visibility settings for license servers and features at any time, allowing individual users to view only the data that is relevant for their needs in License Statistics reports. 

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create user create user

Creating a new account

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To add a License Statistics user account:

1. In the Accounts page, click the Add Create button below the Accounts table.
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   The Create Account dialog openswizard displays, with the General tab open.
   
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   Initially, you must proceed through the tabs by using the Next button after filling in the required information in the tab.

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   As you proceed through each tab of the dialog, you will be able to directly open the tabs and change

   any information

   settings as needed.

   
   
2. In the General tab, fill out complete the fields settings as appropriate for the account you are adding:
   1. The name Display Name (usually, the actual first and last name of the user) that will be shown in License Statistics.
   2. The Name (username) that will be used to log in to License Statistics. This username will also be used to identify the "logged in" account (shown in the upper right corner of the application window). 
   3. Optionally, an email address for the account.
      Assign either the "Administrator" or "User"
   4. The role to be assigned to the account.
      The "Administrator" role has the ability to create new accounts, edit license server information, and remove license servers from the list of monitored servers.
      The "User" role only allows viewing the usage information and does not include any administrative or editing privileges.
      , which controls the user's permission settings. The account will have access only to the permitted servers and reports according to the assigned role; access to all other license servers and reports will be forbidden. See Assigning and adding roles for more information about roles.

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      #LDAPtoggle #LDAPtoggle

      If you have enabled LDAP, you can check the "Authenticate using LDAP" option to authenticate the username using LDAP . If you use LDAP authentication, you do not enter the password for the account. (Also instead of a password. Also see the notes below regarding LDAP.)
   6. If you are not using LDAP authentication, enter Enter the password for the account, and then re-enter the password to confirm it. (If you toggle on LDAP authentication as described in the previous step, the password fields will be grayed out.) 
      
      
3. Click Next when (which is available only after you have completed all required fields. The Permissions tab will open.
   
4. Under the Permissions tab, select whether the account will be allowed to control the visibility of license servers and features. This setting affects only the account's own visibility settings and will not affect other accounts. If you do not allow the account to control license server/feature visibility, the account won't be able to access visibility settings.
5. Click Next. The License Server Visibility tab will open. 
   This tab shows lists of Visible License Servers and Hidden License Servers. 
6. Specify which license servers the account will be allowed to see by selecting the license servers and then clicking the Hide/Show buttons to move items between the two lists.
7. Click Next. The Feature Visibility tab will open. 
8. ) to continue to the License Server Visibility tab.
   
   This tab lets you optionally customize which license servers (permissible license servers are based on the role that was selected for the account) will be shown in License Statistics reports for the account. For example, you may anticipate that a certain license server is unlikely to be monitored by a particular account, and thus will not need to be seen in reports, but you may not want to forbid the account from accessing that license server. Account users can change the visibility settings for their permissible license servers at any time, as described in Visibility settings. 
   
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9. To customize license server visibility for the account, select the license server(s) you want to move between the "Visible" and "Hidden" lists, and then click the Hide/Show button as needed. 
   
   
10. Click Next to continue to the Feature Visibility tab. 
    
    This tab lets you optionally customize which features will be shown in the License Statistics reports that are permissible for the role assigned to the account. For example, you may anticipate that a certain feature is unlikely to be monitored by a particular account, and thus will not need to be seen in reports. Account users can change their visibility settings for features at any time, as described in Visibility settings. 
    
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11. Select a license server from the Select License Server drop-down at the top of the page to see the visible and hidden features for that license server.. The list of license servers is limited to the permissible license servers for the account (based on the role that was selected for the account).
    
    
12. To customize feature visibility for the account, select the feature(s) you want to move between the "Visible" and "Hidden" lists, and then click Specify which features the account will be allowed to see by selecting the features and then clicking the Hide/Show buttons to move items between the two lists.as needed.
    
    
13. Repeat steps 6 and 7 as needed to set the feature visibility for the license servers that are permissible for the account.
    
    
14. Click Save to create the account.

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LDAP LDAP

Notes on using LDAP authentication

• If you enable LDAP and then subsequently disable LDAP, the account logins will fail.
• If you disable LDAP authentication on the LDAP pageLDAP must be enabled to use the "Authenticate using LDAP" toggle on the Accounts page. If LDAP is disabled, the "Authenticate using LDAP" option will be disabled on the Accounts page.
• If the "Authenticate using LDAP" option is disabled, the credentials will be taken from the License Statistics database, or you may enter the credentials account password in the Account form, as described above. 
• If you toggle on the "Authenticate using LDAP" option to authenticate the username using LDAP, and then subsequently disable LDAP, the account logins will fail.
• The administrator login that is initially created by License Statistics (username: admin) cannot use LDAP authentication.

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roles roles

Assigning and adding roles

License Statistics user permissions are controlled by the role that is assigned to the account. There are two default roles, described in the table below.

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 These default roles cannot be deleted, and the role name cannot be changed. 

In addition to these default roles, you can add any number of custom roles that define the allowable license servers and reports that are accessible to users who are assigned that role. The settings for custom roles are initially based on the default "User" role. 

To add a custom user role:

1. In the Accounts page, click the Create button below the Roles table. 
   
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   The Create Role wizard displays, with the General tab open.
   
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   Note
   Initially, you must proceed through the tabs by using the Next button after filling in the required information in the tab. As you proceed through each tab of the dialog, you will be able to directly open the tabs and change settings as needed.

   
   
2. In the General tab, complete the settings as appropriate for the role you are adding:
   1. The role name, which will be used to identify the role when adding/editing accounts.
   2. Optionally, a description for the role.
   3. If desired, enable the "Allow New License Servers" toggle to automatically allow new license servers that are added to License Statistics to be added to the role's permitted license servers.
      
      
3. Click Next (which is available only after you have completed all required fields) to continue to the License Server Permissions tab, which lists the permissible license servers for the role. 
   
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4. Specify the license servers that are permissible for the role by selecting the license server(s) you want to move between the "Allowed License Servers" and "Forbidden License Servers" lists, and then clicking the Forbid/Allow buttons as needed. 
   
   
5. Click Next to continue to the Report Permissions tab. 
   
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6. Click Save to create the account.
   

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edit role edit role

Editing an account or role

You can edit any account except the Administrator account. Any changes to role permissions will be applied instantly, and will be seen in License Statistics menus and grids after the next page/grid refresh.

To edit settings for an account or role

Editing an account

To edit an account's details:

1. Click the Edit icon in the Action column for that account/role. 
   The Edit Account/Edit Role dialog opens. This dialog has the same tabs and content as the one used to create the account/role, with non-editable fields grayed out. 
   
   
2. Edit the account's details settings for the account/role as needed, in the same manner as for creating an the account/role (see above), and click .
   
   
3. Click Save or Save and Close to make accept the changes.

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delete role delete role

Deleting an account or role

You can delete user accounts or roles at any time. However, a role can be removed only when it is unused (not currently assigned to any user accounts). 

To delete an account, click /role:

1. Click the Delete icon in the Actions column for

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1. the account/role to be removed. 
2. Confirm the deletion of the account/role in the dialog that pops up.

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auth auth

Enabling/disabling authentication

Authentication is enabled by default and may be toggled on and off using the "Enable authentication" checkbox in the Authentication Settings area at the top of the Accounts page. 

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