About the Account Page

The Details section is used to manage a contact or staff member's basic account information. You can also use this section to lock and unlock user accounts, edit accounts, and reset account passwords.

• Account Status:

  This section describes the reason for the last update to the account status. The status of an account can be:

  • Locked
  • Not Locked: Password expired
  • Not Locked: Must change password
  • Locked: Manually set
  • Locked: Manually set, Password expired
  • Locked: Manually set, Grace Period expired
  • Locked: Manually set, Must change password
  • Temporarily Locked: Consecutive failed logins
  • Temporarily Locked: Consecutive failed logins, Password expired
  • Temporarily Locked: Consecutive failed logins, Must change password
  • Locked: Consecutive failed logins
  • Locked: Consecutive failed logins, password expired
  • Locked: Consecutive failed logins, Grace Period expired
  • Locked: Consecutive failed logins, Must change password

  • Locked: Consecutive failed security answers

  • Locked: Grace Period expired

  If the user account is locked, the following information appears on the Account Status row:

  • Account Locked Date: The date and time the account was locked.
  • Account Locked By: The user who locked the account
  • Notes: The notes logged by the user or system when the account was locked.

• Account Type: The type of account that applies to the current contact or staff member. Remember that the account type affects how Proliance identifies the contact or staff member and determines which sections of the Accounts page are available for the current account. For more information, see "Edit User Account Dialog Box ".
• User Name: When first creating a User Account, type the login name by which the user will be known to Proliance. This name could be the user's full name, or it could be an abbreviation. You may use letters and numbers, but spaces and symbols are not permitted. Hyphens and underscores are permitted.

  The following are examples of valid user names: John_Smith, JSmith27, Jane-Doe.

  For Integration Accounts, this field is replaced with Organization Name.

  Note: Once the User Name has been entered, you can only change it from the Organizations work area. After the change, Proliance automatically updates the User Name in all the other work areas in which the person appears.

• Organization Access: A check mark indicates that the account can access the Organization work area. If a user is denied access to the Organization work area, the Organization option is removed from the Proliance Home page. In edit mode, click Edit to set organization access.
• Password Expiration Policy: Shows the Password Expiration Policy in place for the user.
• Password Expiration Date: If the user's password is configured to expire, the calculated date of expiration is displayed.
• Grace Period Expiration Date: The date the user account will be locked if their password isn't changed beforehand.
  
  

Note: This section is available to all account types. If the current account type is None, or access to the current workspace or organization is denied, this is the only section available on the Account page.

Note: This section will only be visible to users that have been granted  the "Security Permissions" security role.

In the Security section, you can determine the account's access to the Organization work area, the current portfolio, or the current workspace.

When creating an account, this information is required.

• Security Category: Select a security category for the account in the current work area of Proliance. If the security category is being changed, the list of security roles for the user will be updated to the Principal Set of security roles defined for the security category. The existing list of security roles will be replaced.
• Security Role(s): Select the security roles you want to assign to this account in the current area of Proliance. If principal set roles were defined for a security category, they are displayed here. You can add or remove roles for the account as necessary.
  • To add a role, click Add while in edit mode, and then select the role(s) to add. Note that if the security category is 'exclusive', you are restricted to adding roles defined in the Role Set section of the category.
  • To remove a role, select the role to delete and then click Remove.

  If you do not give the account any role, Proliance will attempt to use the permissions defined in the company role of the contact or staff member's company.

In the Licensing section, you may determine the account's license rights to the Organization work area, the current portfolio, or the current workspace. When creating an account, this information is required, and the account must have at least one assigned license type or they will not be able to log in to Proliance.

Licensing rights are divided up into a number of functional areas as set out below. An account may require access to a combination of these in order to carry out their day to day responsibilities.

• Analytics: Select to grant the staff member access to the Proliance Analytics feature.
• Program and Project Management: Use the drop-down list to give this staff member access to one of the available PPM license types.
• Proliance Viewer and Redlining: Select to grant the staff member access to the Proliance viewer and Redlining feature.
• Scheduling: Select to grant the staff member access to the Proliance Scheduler feature.
  

  Note: This option may not appear in newly licensed installations as this functionality is now included within PPM license types.

  
  

The Email Notification section enables you to specify whether or not a user should receive notice information by email. If email notification is enabled for an account, any time a notice is sent to a user for any reason, Proliance also sends the notice information and a link to the related document to a specified email address.

In addition to all of the regular notice information, email notification also includes the sender's company, the workspace in which the notice was sent, and details on the related document.

Email notification is controlled by the following attributes:

• Enable Notification: Select this check box to indicate whether email notification is enabled for the current user account. If you do not select this check box, you may still specify a Notification Email address, but the user will not receive notification through email.
• Notification Email: Type the email address where notice information is sent if email notification is enabled. This address is not related to the email addresses located on the Main page of a contact or staff document.

Note: This section is only available to User Accounts. Unlike most attributes on the Account page, to set Email Notification your security role must have permission to update contacts or staff members, as appropriate. For more information, see "About Security Permissions".

The Windows Login section enables you to specify whether a user can automatically log on to Proliance using IIS Windows authentication. Enabling Windows authentication associates the Proliance user account with a specified Windows domain account, bypassing the need to manually type a user name and password to log on to Proliance. For more information, see "Setting Windows Authenticated Login".

Windows authentication of user accounts is controlled by the following attributes:

• Enable Auto Login: Select this check box to indicate whether automatic login through Windows authentication is enabled for the current user account. If this check box is not selected, you may still specify a Domain Login for future use, but the user will have to manually log on to Proliance.
• Domain Login:

  Type the login information for the user's Windows domain account. Type the domain name and user account on the same line, separated by a backward slash, as per the following example:

  domainname\username

  For this information to take effect, you must also select the "Enable Auto Login" check box. The Domain Login is not case sensitive.

Note: This section is only available to User Accounts. Your System Administrator must set up Proliance to enable Windows authentication. He can obtain instructions on how to enable Windows authentication by reading the "Setting Windows Authentication" section in any of the Installation documents distributed with Proliance.

The System Integration section contains information for establishing connections between an Integration Account and an external account. This information is used to create the URL used to make web service calls.

System integration is controlled by the following attributes. This information can be different between work areas and for each workspace:

• IP or DNS:Type the IP address or the DNS name of the server hosting the external web service application that will communicate with the integration account.
• Protocol: Select a communication protocol to determine whether communication should be encrypted or not. The option you select determines the default Port used, if no other value is specified. If HTTP is selected, communication is not encrypted and the default Port is 80. If HTTPS is selected, communication is encrypted and the default Port is 443.
• Port: Type the receiving server's port using any value between 0 and 32767. If you do not specify a port number, Proliance will use one of two default values, according to your Protocol setting.
• Root Path:

  Type the name of the directories that are located between the application's web site root and the WebServices directory. For example, for the following path:

   http://Server1/Directory1/Directory2/WebServices/office/RFI/WorkspaceRFIService.asmx

  You would type Directory1/Directory2 as the Root Path.

  Note: If the WebServices directory is located directly below your web site's root, leave this field blank.

  The URL is formatted as follows: 

  <Protocol>://<IP or DNS>[:<Port>]/<Root Path>/WebServices/<RelativePath>

  For example, if the Protocol was ‘HTTP’, the DNS 'Server1’, the Port ‘80’, and the Root Path ‘Directory1’, the URL would be:

  http://Server1[:80]/Directory1/WebServices/<RelativePath>

  Note: This section is only available to Integration Accounts.

In the Workspace Data Access section, set which workspaces' data is available to a user in the Workspace Reporting menu and Workspace Properties register of the current portfolio. You can only choose from the current portfolio's live workspaces in the Active workflow state.

Do one of the following:

• Select the All Workspaces radio button to include every workspace in the portfolio.
• Click the radio button next to the drop-down list, select Include Selected and then click the Magnifying Glass icon to select the portfolioworkspaces you want to include.
• Click the radio button next to the drop-down list, select Exclude Selected and then click the Magnifying Glass icon to select the portfolioworkspaces you want to exclude.

Note: This section is available to both User Accounts and Integration Accounts.