User Profile Page

Overview

The User Profile Page allows administrators to manage all aspects of an individual's profile and settings in one place. From this page you can:

• Viewing a User's Profile page
• Editing a User's Profile
  • Editing a User's Profile Picture
• View and Edit User Group Membership
• Preserve User Data (Stop the user from being deleted)
• Assign Devices to a user
• Set Templated Permissions for users

For changing user status, there is a separate linked pages which goes into more detail (Delete, Restore, Disable, Re-enable, or Purge Users)

Navigating the User Screen

The User Screen has the following key areas labelled with the bold red numbers above

(Note that only sections with relevant data will be displayed with the above being representative of a user with information in every section)

1. User Summary Information, including:
   • Name
   • Email
   • Profile Picture
   • User Group Membership
2. Actions button where you can manage user Status and templates:
   • Delete a user (as long as not marked as to have data preserved)
   • Disable a user
   • Restore a user
   • Purge a user
   • Reset a user's password (only for non-Single Sign On accounts)
   • Reset to a template a user's permissions
3. Detailed user profile information which can be edited including:
   • Email
   • Name
   • Family name
   • Mobile Phone number
   • Security Note
   • Registration Status
   • Last Activity Date
   • Language
   • Other fields which your organization may have configured
4. Application Access summary stating whether they can access:
   • SafeZone
   • OmniGuard
   • Command
   • SafeTrans
5. System Roles (User Permissions)
6. User Group Membership
7. Data Retention Preservation Settings
8. Region Group membership for users with OmniGuard or Command permissions
9. Devices Allocation where you can assign Garmin, Twig or other supported hardware devices

Viewing the User Profile Page

To view the User Profile Page:

1. Go to Admin - Users - User List
2. Search for the User with the filtering tools (More information here: User List Information)
3. Click on the email address of the person you would like to display

Editing Profile Information

Once on the User Profile Page, you can edit user information by scrolling to the bottom of the User Profile Section and clicking "Edit"

All the available fields will then be displayed allowing you to type information into those sections:

At the bottom of the section, Click "Save" to confirm or "Cancel" to go back.

Editing a User's Profile Picture

To edit a profile picture for a user, simply:

1. click on the photo at the top of the profile page (note if there is no photo, it will show their initials instead)
2. On the pop-up window that appears, you can choose to upload a photo by clicking on the "Upload Photo" button (via your computer's file manager tool)
3.  Alternatively you can remove the photo using the "Clear Photo" button which will reset it to just show the person's initials.
4. Click "Save" to confirm or "Cancel" to go back without saving

View and Edit User Group Membership

User Groups are used to target communications, filter maps and target automations / workflows within the SafeZone system. Groups can be managed through the User Groups page (Main User Groups Guide Here).

If you are just checking or updating a single user, it is more appropriate to do this through the User Profile Page.

Viewing Group Membership

User Group membership is now shown at the top of the page in the User Summary Information. Information here is read-only.

Editing Group Membership

Individual Users can be added to Groups by:

1. Scrolling down to the User Groups section and clicking "Edit"
2. Using the input box to either
   • Search for a group by typing its name or scrolling through the list and selecting it by clicking it
   • Remove a user from a group using the "x" icon on the right of the group's name
3. Once you have made your changes, click "Save" to confirm or "Cancel" to cancel changes.

Data Retention Preferences for Users

The Data Retention section can be used to protect a user from deletion. When "Preserve user data" is selected, the option to delete them is removed from the Actions button. Any API process trying to delete the user will encounter an error.

This is a useful protection for "break glass" or other system accounts, and preserving users who may need to remain in the system for investigative or legal reasons.

Assign a Device to a User

Users can be assigned to devices through the Device Management menu. However if just updating a single user, it can also be done through the User Profile page.

1. On the Profile Page, scroll down to the "Devices" section and click "Assign Device"
2. Enter the Device Manufacture, Model and ID
3. Click "OK" to confirm or "Cancel" to go back without saving.

Apply Permission Templates to User Profiles

Information on setting up user templates can be found in the "Managing User Templates" section of the guide. Templates can be applied initially when registering individual users in Command, or to existing registered users through their User Profile

To apply a template to an existing user:

1. Click on the "Actions" button at the top right of the profile page
2. Click "Reset to template"
3. On the next page, use the dropdown list to select an appropriate template
4. More information will then appear showing any items which will:
   1. Be removed from the profile (in red)
   2. Be added to the profile (in green)
   3. Remain unchanged (in grey)
5. If you do not want User Group management to be changed, you can uncheck the "Reset Closed User Groups" and / or "Reset Open User Groups" check boxes. 
6. Click "Reset User" to confirm or "Cancel" to go back without saving.