NOTE: This option is available for Global Administrator and Administrator users.
In this type of company, it is possible to create three types of users:
Global Administrator
It is the user role with all permissions to manage and configure the environment. Additionally, it will have access to the visualization and management of communications. It can assign reports to managers.
Administrator
This is the user role with all permissions to manage and configure the environment. Unlike the previous role, it will not have access to view communications or assign them to managers.
Consulting
User who will have the ability to access one or more communication channels. Within these, they will have access to the visualization and management of communications. They can assign communications to managers. This user will only be able to perform all the aforementioned actions in Consulting companies (Communication Channels) to which a Global Administrator or Administrator has granted access.
As an example of creating a Consulting user, the following data must be provided to grant access to one or more channels.
Consulting Manager
User who will have the ability to access one or more communication channels in which they have been included. Within these, they will only have access to the visualization and management of communications directly assigned to them (see Communications). This user can only be assigned communications in Consulting companies (Communication Channels) to which a Global Administrator or Administrator has granted access.
Reset Password
It is possible to reset a user's password through the corresponding button available in their profile. By pressing it, a new temporary password will be generated and sent to them via email (the user must change it on their first login).
This is only possible for users who access through local authentication (with a username and password specific to the application).
The entered passwords must comply with the following secure password policy for local users:
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Expiration: passwords will have a maximum expiration of 180 days (6 months).
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Complexity: Must have at least 13 characters and contain lowercase letters, uppercase letters, numbers, and symbols ($, &, @, ., #).
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Password history: When requesting a password change, the new one must be different from the current one and must not match the last five passwords used.
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User lockout: After a number of consecutive failed attempts during the authentication process, the user will be temporarily locked out.
If the user has authentication through another mechanism (such as ADFS), the password cannot be reset.
Notifications
Apart from the notifications that Managers receive when a communication is assigned to them, all user types will receive the notifications configured in each environment (see section Configurations).
In any case, each user can centrally disable the notifications they receive in the My Profile section, as well as change their password:
Conflict of Interest
Additionally, when the Conflict of Interest is enabled in the section Configurations > Questions, it is possible to configure which users with access to reports (the roles Global Administrator, Manager, or Consulting at a higher organizational level in case of having multiple channels) will be included in the conflict of interest and will be visible to the reporter.
To do this, by accessing the form of these users (except for those with the Administrator role, who in no case have access to reports), it will be possible to enable or disable their susceptibility to having a conflict of interest.
This is to ensure that in cases where there are also independent or third-party users who would not be involved, they do not appear to the reporter.