This document demonstrates how to use Designer Element Locking feature secure certain elements’ (like Rules, Flows, Forms or Reports) Edit Action. Example: First, we navigate to System > Settings...
This document describes how to set up environment to run Decisions with TLS-1.0 disabled. First, we need to make sure that we use Microsoft SQL Server 2012 Service Pack 3 or higher. In this example we...
The Emergency Password Reset Tool allows a user on the host machine to reset any user's password from the command line. This utility is particularly useful in the event that an administrator's password needs to be reset, or after a malicious intrusion.
An account represents a user of the system and can be either a person or a machine. To access the portal, the user must have a valid, active account. The permissions associated with a user's account allow...
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When a user chooses to recover a password, the system mails the user's current password to the email address associated with the user account. When a user chooses to reset a password, the system generates a random password and sends it to the email address associated with the account.
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There are a few ways a user can change his/her own password, depending upon permissions:
Users can be locked out of the portal after a number of failed login attempts. To set the number of login attempts to accept, open the Edit Portal Settings pop-up, select the Enable Account Lockout checkbox...
Folder security sets access to the contents of a folder, including the entities stored in the folder and the actions that can be performed on them. Depending on a report's filters, folder security may also restrict how data displays on reports.
Portal folder security sets access to the contents of a folder, including the entities stored in the folder and the actions that can be performed on them. Depending on a report's filters, folder security...
The user account password policy can be configured by an Administrator using six different settings to make the password requirements more stringent. To set up the password policy, navigate...
The Portal has options for allowing a user to self-register. This allows the user to create an account and log in to the system. The administrator enables this feature (it is disabled by default). This...
Assignment roles are like contextually modifiable user groups. They behave similarly to groups with two major differences: (1) they can contain groups as well as users, and (2) they can be customized from...
Accounts represent authenticated users of your system, which can be actual people or machines. Adding a user account can be done by navigating to System > Security > Accounts and click the Create...
An Active Directory (AD) server can be used to synchronize users, computers, groups, or organizational units to the Portal's account base. An account can either be a person or a machine.
Active Directory (AD) systems can be synchronized with this system to automatically create local accounts through scheduled sync jobs. NOTE: A prerequisite to creating an AD sync job is that AD...
Active Directory Requirements AD authentication in general requires that the IIS server have the IIS Authentication modules for Basic, Digest, and Integrated Windows authentication installed. (This is...
Groups are collections of accounts that share a common set of responsibilities, such as testers, developers, or marketing staff. By organizing accounts into groups, permissions, assignments and other...
Using base groups is a way to associate different groups with one another. When you associate a base group (for example, Group A) with another group (Group B), all members of the new group (B) automatically...
Accounts represent authenticated users of your system, which can be actual people or machines. Groups are collections of accounts that share a common set of responsibilities, such as testers, developers,...
Administrators have permission to reset account passwords at-will.
User accounts can be disabled within the portal. Disabling a user account can be done by navigating to System > Security > Accounts, select the Edit Account action and, in the resulting Edit Entity...
The Show Invite Action setting, when enabled under System > Settings > Portal Settings, creates an Invite User option in the Security folder menu and enables an Invite User button. This allows an...
User accounts can be configured so that the next time a user logs on they are required to change their password before being able to use the portal. This is especially useful when an admin creates a new...
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Enabling a Guest account is an optional user account that can be used to get non-portal users, such as an outside vendor for example, to engage in a flow. The guest account user is enabled under System...
The Guest account is an optional user account that can be used to get non-portal users, such as an outside vendor for example, to engage in a flow.
The system sends notifications in the form of email, popup message within the portal, SMS text, Twitter, or a custom method. To allow a user to receive notifications using SMS, the user's phone information...
Intro Encryption keys are stored on the application server, intentionally outside the database to ensure that the data that’s secured is not stored with the key that secures it. When you have an existing...
A user's account can be assigned a timezone. Once saved, the user's timezone will show up in audit history, in reports, when creating and completing tasks, and elsewhere. Example To set a timezone...
This example demonstrates how to use Named Session in cases when User should never use Decisions Portal but for example need to interact with Flows, Forms, Rules or Reports that live in the Portal. First,...
To make Rest or SOAP calls to Decisions it is important to know how to use User Context in the call. User Context is a required part of the service call to Decisions. This tutorial demonstrates different...
This tutorial demonstrates how to setup Decisions single sign-on with SAML. Example: First, we are going to need the following information from the Identity Provider (external application) to set up...
A named session makes it possible to pass in a specific user account when invoking a workflow via REST without exposing the user account information. Instead, a session ID is used in the URL. To create...