{"type":"doc","content":[{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"excerpt-include","parameters":{"macroParams":{"":{"value":"Getting Started with IMOS On-Prem"},"_parentId":{"value":"67100437"},"_referencedContentId":{"value":"67076377"},"nopanel":{"value":"true"}},"macroMetadata":{"macroId":{"value":"6808d9ef-94d6-45c0-926b-bb6d4ba60263"},"schemaVersion":{"value":"1"},"title":"Insert excerpt"}},"localId":"4e88c12d-96b0-480c-9eb7-da412c9667c6"}}]},{"type":"rule"},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"The information on this page is for IMOS Administrators only.","type":"text"}]}]},{"type":"paragraph","content":[{"text":"To create a new user:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"On the ","type":"text"},{"text":"Security List","type":"text","marks":[{"type":"link","attrs":{"__confluenceMetadata":{"isRenamedTitle":true,"linkType":"page","contentTitle":"IMOS On-Prem - Security","versionAtSave":"10"},"href":"https://vesonjira.atlassian.net/wiki/spaces/vesonIMOS/pages/67099943"}}]},{"text":", click ","type":"text"},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"inline-media-image","parameters":{"width":"","id":"231bd1b6-447f-4e2f-97ec-d71eb23c4037","collection":"contentId-67100437","height":""}}},{"text":" and then click ","type":"text"},{"text":"New User","type":"text","marks":[{"type":"strong"}]},{"text":". The IMOS User Properties window appears, with the ","type":"text"},{"text":"User","type":"text","marks":[{"type":"strong"}]},{"text":" tab active.","type":"text"},{"type":"hardBreak"},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"inline-media-image","parameters":{"width":"","id":"d97a1850-38d1-424a-9541-a08f812b1a43","collection":"contentId-67100437","height":""}}}]},{"type":"extension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"__confluenceADFMigrationUnsupportedContentInternalExtension__","text":"","parameters":{"cxhtml":"

Existing or old user accounts cannot be replaced by new user accounts for auditing and security purposes. When a new user is required to replace the existing one, create the new user and inactivate the existing or old one.

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The Security Administrator may change a user's Email address by accessing, changing, and then saving it in the user's profile.

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Regardless of group membership, Security Admin configuration will be necessary if the user requires the ability to add/remove and make changes to other users in the Security List.

","nestedContent":{"type":"doc","content":[{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"Regardless of group membership, Security Admin configuration will be necessary if the user requires the ability to add/remove and make changes to other users in the Security List.","type":"text"}]}]}],"version":1},"reason":"An info macro in a list item can't be created or edited in the new editor."}}}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Inactive","type":"text","marks":[{"type":"strong"}]},{"text":": Inactivate this user.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"External Access Only","type":"text","marks":[{"type":"strong"}]},{"text":": Prohibit this user from logging in. This user type does not count against your IMOS license.","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Authentication: Select one of the following:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Windows Authentication","type":"text","marks":[{"type":"strong"}]},{"text":": If you select this option, IMOS uses Windows login credentials for authentication, and the user does not have to log in a second time with possibly a different user name and password. If the user changes the Windows password, it is also changed here.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"IMOS Authentication","type":"text","marks":[{"type":"strong"}]},{"text":": If you select this option, enter a ","type":"text"},{"text":"New Password","type":"text","marks":[{"type":"strong"}]},{"text":" for the user (at least five characters), and then enter it again to ","type":"text"},{"text":"Confirm the password","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"}]}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"To set up group membership for the user, click the ","type":"text"},{"text":"Membership","type":"text","marks":[{"type":"strong"}]},{"text":" tab. It contains a list of groups. Each group name is preceded by a check box.","type":"text"},{"type":"hardBreak"},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"inline-media-image","parameters":{"width":"","id":"2a06b46e-4389-4277-a03a-49bf39861e37","collection":"contentId-67100437","height":""}}}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"To add the user to a group or remove the user from a group, click the group's check box.","type":"text"},{"type":"hardBreak"},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"inline-media-image","parameters":{"width":"","id":"bed12209-7989-4386-92a4-7f47f1f701f0","collection":"contentId-67100437","height":""}}},{"text":"= The user is not a member of the group.","type":"text"},{"type":"hardBreak"},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"inline-media-image","parameters":{"width":"","id":"6b0af81b-2b31-4c6a-ad59-99d854918f58","collection":"contentId-67100437","height":""}}},{"text":"= The user is a member of the group.","type":"text"}]},{"type":"extension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"__confluenceADFMigrationUnsupportedContentInternalExtension__","text":"","parameters":{"cxhtml":"

We recommend that you do not assign the Administrator to any groups, but assign all rights individually. As a member of a group, the Administrator might be denied rights if the group has any rights actively denied.

","nestedContent":{"type":"doc","content":[{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"We recommend that you do not assign the Administrator to any groups, but assign all rights individually. As a member of a group, the Administrator might be denied rights if the group has any rights actively denied.","type":"text"}]}]}],"version":1},"reason":"An info macro in a list item can't be created or edited in the new editor."}}},{"type":"paragraph"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"anchor","parameters":{"macroParams":{"":{"value":"ModuleRights"},"legacyAnchorId":{"value":"IMOS-CreatingaNewUser-ModuleRights"},"_parentId":{"value":"67100437"}},"macroMetadata":{"macroId":{"value":"634355e0-c0af-4816-9900-e7b3bcf54a27"},"schemaVersion":{"value":"1"},"title":"Anchor"}},"localId":"ad044404-1df4-42b6-b6bf-a08139054e37"}},{"text":"To assign user rights to modules, and/or to adjust user rights inherited from groups, click the ","type":"text"},{"text":"Module Rights","type":"text","marks":[{"type":"strong"}]},{"text":" tab.","type":"text"}]},{"type":"extension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"__confluenceADFMigrationUnsupportedContentInternalExtension__","text":"","parameters":{"cxhtml":"

A user's rights include the individual user rights plus the rights from any groups to which the user belongs (see .

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To change to a different right, click again. Each time you click, the right changes.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"To expand the list of areas in a module, click","type":"text"},{"type":"mediaInline","attrs":{"width":7,"id":"20ebbd0d-36a6-4775-9050-d97b0a17ded2","collection":"contentId-67100437","type":"image","height":10}},{"text":".","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"To assign the same rights for the whole area, click the area's check box. To change to a different right, click again. Each time you click, the right changes.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"To expand the list of items in an area, click ","type":"text"},{"type":"mediaInline","attrs":{"width":7,"id":"20ebbd0d-36a6-4775-9050-d97b0a17ded2","collection":"contentId-67100437","type":"image","height":10}},{"text":".","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"To assign rights for an item, click its check box. To change to a different right, click again. Each time you click, the right changes.","type":"text"}]}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"To collapse a list, click","type":"text"},{"type":"mediaInline","attrs":{"width":7,"id":"5dd72ed4-2fef-4a9d-9d0a-7a8abbd566a8","collection":"contentId-67100437","type":"image","height":7}},{"text":". ","type":"text"},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"anchor","parameters":{"macroParams":{"":{"value":"ObjectRights"},"legacyAnchorId":{"value":"IMOS-CreatingaNewUser-ObjectRights"},"_parentId":{"value":"67100437"}},"macroMetadata":{"macroId":{"value":"ecdd8ba9-b442-4ae2-a882-0005a7fde3c5"},"schemaVersion":{"value":"1"},"title":"Anchor"}},"localId":"8410d014-5ceb-4216-9c68-808d1c2c9390"}}]}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"To assign user rights to objects, and/or to adjust user rights inherited from groups, click the ","type":"text"},{"text":"Object Rights","type":"text","marks":[{"type":"strong"}]},{"text":" tab.","type":"text"},{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"align-start"},"content":[{"type":"media","attrs":{"__fileSize":56783,"__fileMimeType":"image/jpeg","width":658,"id":"3ec88804-1ec8-49ad-a7c2-a07d3536761b","collection":"contentId-67100437","type":"file","__fileName":"DC-Security-IMOS User Properties-Object Rights w labels.jpg","height":536}}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Assign object rights by object type or by individual object. ","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"To assign the same rights for all objects of an object type, click the object type's check box. To change to a different right, click again. Each time you click, the right changes.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"To expand the list of objects of an object type, click ","type":"text"},{"type":"mediaInline","attrs":{"width":7,"id":"20ebbd0d-36a6-4775-9050-d97b0a17ded2","collection":"contentId-67100437","type":"image","height":10}},{"text":".","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"To assign rights for an object, click its check box. To change to a different right, click again. Each time you click, the right changes.","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"To collapse a list, click ","type":"text"},{"type":"mediaInline","attrs":{"width":7,"id":"5dd72ed4-2fef-4a9d-9d0a-7a8abbd566a8","collection":"contentId-67100437","type":"image","height":7}},{"text":".","type":"text"}]}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"When you finish creating the user, click ","type":"text"},{"text":"OK","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"}]},{"type":"extension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"__confluenceADFMigrationUnsupportedContentInternalExtension__","text":"","parameters":{"cxhtml":"

If you receive an unknown error while trying to save a new user, make sure that you have not exceeded your IMOS user license limit.

","nestedContent":{"type":"doc","content":[{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"If you receive an unknown error while trying to save a new user, make sure that you have not exceeded your IMOS user license limit.","type":"text"}]}]}],"version":1},"reason":"An info macro in a list item can't be created or edited in the new editor."}}},{"type":"paragraph"}]}]},{"type":"panel","attrs":{"panelType":"success"},"content":[{"type":"heading","attrs":{"level":3},"content":[{"text":"Tip","type":"text"}]},{"type":"paragraph","content":[{"text":"After assigning user rights, print the IMOS Group and User Report from the Security List. It includes the groups and their members, the users and their information and memberships, and the rights of each user and group. You can use it to keep track of rights when assigning them to users","type":"text"}]}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Creating New IMOSlive Users","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}}]}]},{"type":"paragraph","content":[{"text":"To create a new ","type":"text"},{"text":"IMOSlive","type":"text","marks":[{"type":"link","attrs":{"__confluenceMetadata":{"isRenamedTitle":true,"linkType":"page","contentTitle":"IMOS - IMOSlive","versionAtSave":"9"},"href":"https://vesonjira.atlassian.net/wiki/spaces/vesonIMOS/pages/67099675"}}]},{"text":" user in the ","type":"text"},{"text":"Security List","type":"text","marks":[{"type":"link","attrs":{"__confluenceMetadata":{"isRenamedTitle":true,"linkType":"page","contentTitle":"IMOS On-Prem - Security","versionAtSave":"10"},"href":"https://vesonjira.atlassian.net/wiki/spaces/vesonIMOS/pages/67099943"}}]},{"text":", follow the steps below:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Send a request for a new user creation (not a new license) to ","type":"text"},{"text":"Veson Nautical ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#172b4d"}}]},{"text":"Support via the ","type":"text"},{"text":"Help Center","type":"text","marks":[{"type":"link","attrs":{"href":"https://vesonjira.atlassian.net/servicedesk/customer/portals"}}]},{"text":".","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If the request is not for a new license, confirm if one of the existing users can be made ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#172b4d"}}]},{"text":"Inactive","type":"text","marks":[{"type":"textColor","attrs":{"color":"#172b4d"}},{"type":"strong"}]},{"text":" to accommodate the new user. Otherwise, Veson Nautical will charge for an additional license. ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#172b4d"}}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Veson Nautical creates the new user's password and user name and informs all the interested parties. The credentials are sent directly to the new user's email address as an encrypted email.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#172b4d"}}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Create the new user in IMOS in the desired environments, Production and/or Test, following the standard new user creation guidelines.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#172b4d"}}]}]}]}]},{"type":"paragraph"},{"type":"expand","attrs":{"title":"Related Configuration Flags"},"content":[{"type":"table","attrs":{"layout":"default","localId":"75394152-c620-4146-a1d7-f5b4b8b2724a"},"content":[{"type":"tableRow","content":[{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Name/Flag","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Description","type":"text","marks":[{"type":"strong"}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Enable Company Security","type":"text","marks":[{"type":"strong"}]},{"type":"hardBreak"},{"text":"CFGEnableCompanySecurity","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]},{"type":"hardBreak"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Set ","type":"text"},{"text":"company-based permissions","type":"text","marks":[{"type":"link","attrs":{"__confluenceMetadata":{"isRenamedTitle":true,"linkType":"page","contentTitle":"IMOS On-Prem - About Groups, Users, and Rights","versionAtSave":"14"},"href":"https://vesonjira.atlassian.net/wiki/spaces/vesonIMOS/pages/67099976"}}]},{"text":" for each user or group on the Object Rights tab in Security, under Company. Permissions apply where needed to prevent users from editing or seeing various items associated with any restricted companies.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Invoice Approvals by Type","type":"text","marks":[{"type":"strong"}]},{"type":"hardBreak"},{"text":"CFGInvoiceApprovalsByType","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]},{"type":"hardBreak"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Specifies whether the control of invoice ","type":"text"},{"text":"approval","type":"text","marks":[{"type":"strong"}]},{"text":" by type is enabled or not; adds an Invoice Approval Types control list to the Object Rights tab in Security, to grant users rights to approve specific types of invoices. On the Approve Invoices List and Transaction Summary, if a user does not have approval rights for an invoice type, the Review link will not be available for those invoices.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Invoice Postings by Type","type":"text","marks":[{"type":"strong"}]},{"type":"hardBreak"},{"text":"CFGInvoicePostingsByType","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]},{"type":"hardBreak"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Specifies whether the control of invoice ","type":"text"},{"text":"posting","type":"text","marks":[{"type":"strong"}]},{"text":" by type is enabled or not; adds an Invoice Posting Types control list to the Object Rights tab in Security, to grant users rights to post specific types of invoices. On the Post Invoices List and Transaction Summary, if a user does not have posting rights for an invoice type, the Post link will not be available for those invoices.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Invoice Actualization by Type","type":"text","marks":[{"type":"strong"}]},{"type":"hardBreak"},{"text":"CFGInvoiceActualizationByType","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]},{"type":"hardBreak"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Specifies whether the control of invoice ","type":"text"},{"text":"actualization","type":"text","marks":[{"type":"strong"}]},{"text":" by type is enabled or not; adds an Invoice Actualization Types control list to the Object Rights tab in Security, to grant users rights to set specific types of invoices to Actual.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Invoice Reversals by Type","type":"text","marks":[{"type":"strong"}]},{"type":"hardBreak"},{"text":"CFGInvoiceReversalsByType","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]},{"type":"hardBreak"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Specifies whether the control of invoice ","type":"text"},{"text":"reversal","type":"text","marks":[{"type":"strong"}]},{"text":" by type is enabled or not. 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