03 March 2025

Users and Roles

Users and roles are maintained in ebs: intel.

To add or edit a role in ebs: intel:

  1. Click the Dashboard Configuration button on the dashboard ribbon.

    Dashboard Configuration button

    The Dashboard screen is displayed.

  2. Select the Users tab.

    The Users tab is displayed.

    Users tab

  3. Click the Add button to add a new user, alternatively select the relevant user from the left-hand panel to edit user details.

    Add button

    The Details section is displayed.

    New user screen

  4. Enter the relevant details.

The relevant fields on the Details section are described in the following table.

This field Holds this information...
Enabled Whether the user is enabled and able to log in to ebs: intel.
Username The username used to log in to ebs: intel. This field is mandatory.
User Type

The user type applied to the user, with associated permissions.

Choose from:

  • Administrator (A)
  • Designer (D)
  • Chart Explorer (E)
  • User (U)
  • Chart Viewer (V)
Parent User The parent user that the new user will appear beneath. Select from the drop-down list.
Forename The user's forename.
Surname The user's surname.
Email The user's email address. This field is mandatory.
Is User Locked Whether the user's account is locked.
Password The user's password. This field is mandatory.
Password Expires Whether the user is forced to change their password periodically.
Allow External Login Whether alternative authentication methods are enabled.
Theme The theme applied to the user's account.

  1. Select the Privileges tab.

    The Privileges tab is displayed.

    Privileges tab

  2. Select the relevant check boxes to grant privileges to the user.
  3. Click Save.

To add or edit a role in ebs: intel:

  1. Click the Dashboard Configuration button on the dashboard ribbon.

    Dashboard Configuration button

    The Dashboard screen is displayed.

  2. Select the Roles tab.

    The Roles tab is displayed.

    Roles tab

  3. Click the Add button to add a new role, alternatively select the relevant role from the left-hand panel to edit role details.

    Add button

    The Privileges section is displayed.

    Privileges screen

  4. Enter a unique name for the role in the Role Title field and assign the relevant privileges to the role.

  1. Click Save.