How do I Authenticate/Authorize users?

Authentication is the process of determining whether someone is who they are declared to be. To configure authentication settings, select the Settings button on the Administration Tab. Next, select the first option labeled as Authentication under the Settings option. Use the options in this section to establish settings that fit your company’s user authentication policies.

To set Authentication options:

  1. Choose whether the system will Remember Username:
  • Click On for usernames to appear in the Username box of the Sign In Page, even if the user navigates away from the application or closes the browser window. The Remember Username option is added to the Sign In dialog box.
  • Click Off to have a user enter a username with every login.
  1. Choose whetherUsers Can Change Own Password:
  • Click On to allow users to change their passwords without administrative assistance. Use the selection options to determine whether a Password Never Expires, or expires when it reaches a Maximum Password Age.
  • ClickOff to require administrative privileges for changing passwords.
  1. Choose whether to Enforce Password Complexity Rules:
  • ClickOn to require passwords to meet certain criteria. Use the selection options to choose Minimum Password Length, Minimum English Characters, Minimum Numeric Characters, and Minimum Special Characters. (Special Characters include symbols such as: !@#$%^&*(){}[]).
  1. Use the Maximum Password Age drop-down menu to determine how long (in days) a password is remembered in the system.
  2. Use the Password History drop-down to set the number of unique passwords that you need to create before you can repeat a password. For example, setting this to 3 means that you would have to reset your password three times before being allowed to use your original password again. By default, you can reuse old passwords without creating a new, unique password.
  3. Click Save to save settings.