The User Manager allows a Periscope administrator to create, edit, or remove Periscope users. This utility can be found in the accordion on the Location tab of Perisocpe Config and populates with a list of existing AX users. The Periscope User Manager does not allow fine grain permission control (as AX does), instead allows you to select a "template" user whose permissions will be replicated. Due to the nature of user management and the ability to set up super users with access to multiple levels of permission outside of dashboard-specific operations it is highly recommended that you use HTTPS-only for this section in order to prevent any potential eavesdropping.

Adding and Editing Periscope Users

Clicking the "Add User" dialog brings up an Add User dialog which allows you to configure your new Periscope user. The template user's permissions will be copied to the newly created user. In addition, if Duplicate Dashboard is checked the template user's dashboard will also be copied to the new user. It is strongly recommended to create a locked down Periscope user in AX during installation and using this for all new Periscope users. If a super user is selected as the template (such as "admin"), the new user will also have administrator rights.

Editing User Dashboards

The "Edit Dashboard" button allows a Periscope administrator to quickly edit any user's dashboard without having to switch logins or mess with account profile types. To use this feature select the user whose dashboard you wish to edit and click on Edit Dashboard. A new browser tab should be loaded with full permission to modify the dashboard.

System Integrator Note

Additionally, if for some reason a user requires access to other user's dashboards as a sort of "admin" level functionality but they do not need super user access to AX (which is customarily how a user would navigate multiple user dashboards), it's possible to add a slot named periscopeAdmin to the user. If Periscope detects this slot on a user it will allow that user to login to other user's dashboards provided the standard query string like: /periscope?user=otherUser. Keep in mind though that this is not like an AX super user so whichever user is loaded will load it's profile as well and not the profile of the base user.

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