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Configure Accounts

An account is a component of the role-based access system, and is used to associate resource pools and roles with a user. To enable a user to log on to ECX and use its functions, you must first add the user to ECX as a native user or as part of an imported group of LDAP users, then assign a resource pool and a role to the user account. The account will have access to the resources defined by the resource pool as well as the permissions to interact with the resources defined in the role.

Note that if multiple roles are assigned to a resource pool during account configuration, all permissions associated with the roles will be available to the account.

BEFORE YOU BEGIN:

Create sites to assign to your providers. A site is a user-defined grouping of providers that is generally based on location. See Add a Site.
Add providers to ECX and associate them with a site. See Register a Provider.
Once providers are available in ECX and associated with a site, assign them to a resource pool. See Configure Resource Pools.
Create roles to define the actions that can be performed by the user of an account associated with a resource pool. Roles are used to define permissions within a resource pool. See Configure Roles.

To add a native account to ECX:

Click the Configure tab. On the Views pane, select Access Control , then select the Accounts tab.
Click New .
In the New Account pane, click Create Native User. The New Account dialog opens.
Enter a user name and password for the account.
Select one or more resource pools to add to the account.
Select roles to associate with each resource pool.
Click Finish. The account appears on the Accounts pane.

To import LDAP groups into ECX:

Click the Configure tab. On the Views pane, select Access Control , then select the Accounts tab.
Click New .
In the New Account pane, click Import LDAP Group. The New Account dialog opens and a list of available LDAP groups displays.
Select one or more LDAP groups to assign to the selected account.
Select one or more resource pools to add to the account.
Select roles to associate with each resource pool.
Click Finish. The account appears on the Accounts pane.

Edit an Account

Revise an account to edit the username, password, associated resource pools and roles. Updated account settings take affect once the account logs in to ECX.

Click the Configure tab. On the Views pane, select Access Control , then select the Accounts tab.
In the Accounts pane, select the account to edit by clicking in the row containing the account name.
Click Edit. The Edit Role dialog opens.
Set a new username, password and select new resource pools and roles to assign to the account.
Click OK. The revisions are applied to the account.

Delete an Account

Delete an account to remove access to all ECX functions.

Click the Configure tab. On the Views pane, select Access Control , then select the Accounts tab.
In the Accounts pane, select the account to delete by clicking in the row containing the account name.
Click Delete. A confirmation dialog box displays.
Confirm deletion. The account is deleted.

NEXT STEPS:

Ensure the user has access to the appropriate ECX resources as well as the necessary permissions to interact with the resources. See Configure Resource Pools and Configure Roles.