Managing users
Overview
Important: You must have the applicable Instance Administrator privileges to manage users in Blueprint. After users are added to Blueprint, Project Administrators with the correct privileges can grant access to projects by
User Sources
With the correct Instance Administrator privileges in Blueprint, you can manually add users directly to the Blueprint database, or you can add users from your Active Directory. Blueprint supports adding users from the following sources:
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Database:
A Database User is a user that is added directly to the Blueprint database. All of the user details can be modified in Blueprint. Database users must choose Blueprint Authentication to login to Blueprint.
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Windows:
A Windows User is a user that is created using information from your Active Directory. You cannot change Windows User details in Blueprint, such as the name and password of the user. These details must be changed in the Active Directory. Windows users must choose Windows Authentication to login to Blueprint.
When you create a new Windows user, the Source column is set to Windows on the Users tab in the Instance Administration Console.
User Types
There are various types of users in Blueprint:
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An Instance Administrator is a user that has been assigned specific role privileges at the topmost administration level (that is, the instance). Instance Administrator roles are customizable and can vary in their privileges.
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A Project Administrator is a user that has been assigned to a project role that contains Project Administrator privileges. Project Administrators are provisioned for individual projects, meaning the Project Administrator may not have Project Administrator privileges for another project.
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A registered user is licensed to access Blueprint and can log on to Blueprint if an Instance Administrator has enabled the ability. The level of access a registered user has varies depending on the projects that user is granted access to and the specific role they are given on each project.
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A guest user is someone who has been mentioned by email address in a Blueprint discussion. A guest user does not have a Blueprint license and cannot log on to Blueprint. A guest user can only view a snapshot of the artifact that is attached to the discussion via email. When the guest user sends an email reply, the reply is generated into a comment response in the Blueprint discussion.
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A blocked user is someone that has been prohibited from using the system by an Instance Administrator. A blocked user cannot receive or reply to email-integrated discussions. Only an Instance Administrator may block or unblock email addresses in the Blueprint system.
Note: There is no limit to the number of instance administrators, project administrators and regular users that can exist in Blueprint.
Sorting and filtering the user list
Blueprint allows you to sort and filter the user list so you can find users and information more quickly. Filtering allows you to reduce the number of users that are displayed based on specific criteria.
You can narrow down your user list by clicking the filter icon
next to any of the column headers. The filter dialog box allows you to select the criteria you want to see in the list.
and then clicking theClear Filterbutton.
Tip: You can export the user list to a .CSV file by clicking the Export to CSV button at the top of the user list.
Tasks
Modifying a database user
Assigning a Project Administrator role to a user
Assigning an Instance Administrator role to a user
