Welcome to the Reco User Management Guide. In this document, we'll walk you through the process of managing user access to the Reco portal. This includes adding new users, editing existing user details, and removing users no longer requiring access. Additionally, we'll provide a brief overview of the different user roles available in Reco and what they entail.
Understanding User Roles in Reco
The Reco application uses RBAC to control access to resources within the system. This ensures that users only have access to the resources and features they need to perform their job, and prevents unauthorized access to sensitive information. There are several roles available in the Reco application, each with different levels of access and permissions:
ROLE_GUEST: This role is for users who are invited for specific resources (share flow). They should only be allowed to access these resources. Examples of resources include a specific Single Finding.
ROLE_MEMBER: This role indicates a normal member of a RecoLabs workspace. They have access to usage-related screens, but not configuration/installation/management screens. Specifically, members have access to various reporting screens, such as the process library and incident feed.
ROLE_ADMIN: This is the "strongest" role in the RBAC system. Admins can do everything a member can do and in addition manage the workspace and the data sources. In general, admins have access to all the APIs.
ROLE_APPLICATION_ADMIN: This role is for applications that interact with the API using an APP key. API key has a default expiration date of 90 days.
The User Management Screen in the Reco application is used to manage the users that have access to the application, including adding, deleting, and editing user roles. Only users with the ROLE_ADMIN role can perform these actions.
Adding New Users to the Reco Portal
Navigate to the Configurations tab in the main menu and select the User Management option.
You will be presented with a list of all users currently having access to the Reco portal.
To add a new user, click on the plus logo located at the top of the user table.
In the prompted form, enter the first name, last name, email address, and select the role you wish to assign to the new user.
Once all information has been filled in, click on Create User. The new user will now be listed in the user table and will receive an email with instructions on accessing the Reco portal.
The user that was added will receive an email with instructions on how to set up their account.
Editing User Details
Should you need to update a user's information or change their assigned role, follow these steps:
Locate the user you wish to edit in the User Management table.
Click on the pencil logo next to the user's name to open the Edit User screen.
Here, you can update the user's first name, last name, email address, and role.
After making the necessary changes, ensure to save your updates.
Deleting a User
If a user no longer requires access to the Reco portal, you can remove their access by following these steps:
Navigate to the User Management table and click on the pencil logo next to the user you wish to remove.
In the Edit User screen, you will find the option to Delete User. Click on this to remove the user from the Reco portal.
A prompt will appear asking for confirmation. Confirm the deletion to proceed.
Managing user access is a critical aspect of maintaining the security and efficiency of your operations within the Reco portal. By following the steps outlined in this guide, you can ensure that the right individuals have the appropriate level of access based on their roles and responsibilities. For any further assistance, please refer to our detailed documentation or contact our support team.