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1. Click the User icon in the Administration Tools window and click New from the toolbar menu.

   The User Editor window opens, as shown in the following image.

   

2. In the User Name field, type the user ID. This is the owner ID for all schedules created by this user.
3. In the Description field, type a description for the user.
4. In the Password field, type the password for the user ID.
5. In the Confirm Password field, retype the password.
6. In the Role section, specify whether the user is a ReportCaster administrator or user. A ReportCaster administrator is required to have the Schedule privilege.
7. In the User Capability section, you can select the Library and Schedule check boxes.

   The Library check box enables the user to view content in the Report Library to which they have been granted access. If the user is a ReportCaster administrator, they can manage content in the Report Library. The user becomes a member of the public library directory and can be added to Library Access Lists.

   The Schedule check box enables the user to schedule WF Server Procedures, the contents of URLs, and files.

   Note: ReportCaster administrators can create and save a new user without selecting the Schedule check box provided that the new user is not a ReportCaster administrator.

8. Type the user e-mail address. The e-mail address is required for the Report Library.
9. Specify whether the user ID is Active (the default) or Inactive. To make the user ID inactive, uncheck the Active check box.
10. Select from the list of groups which groups you want the administrator or user to join.
11. Click OK to save the changes to the ReportCaster Repository tables.

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Similar to creating a Distribution List, you can group users together to access information in the Report Library that is relevant to that group of users. Once a group has been created, it can be added to an Access List that specifies which groups and users can view scheduled output sent to the Report Library. For more information about Access Lists and the Report Library, see the ReportCaster Development and Library Content manual.

1. Click the Group icon in the Administration Tools window and click New from the Action menu. The Group Editor dialog box opens, as shown in the following image.

   

2. In the Group Name field, type the name of the group.
3. In the Group Description field, type a description of the group.
4. To add users to the group, select an available user and click the left arrow button to move the selected user into the List users in this group.
5. Click OK when you have concluded adding all users to the group list.

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1. Select Users or Groups. Depending on your selection, all users or all groups display in the right pane of the ReportCaster.
2. Click on an individual user or specific group in the right pane.
3. Click Open after you have selected the user or group you want to edit. Alternatively, you can edit a user or group by right-clicking on your selection and clicking Open when the right-click menu appears.
4. Once you finish your edits, click OK to save the changes.

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1. Select the user or group that you want to delete and then click the Delete icon (which displays as an X). You can also right-click the user or group and then select Delete Group or Delete User from the drop-down menu.

   

2. Select the applicable option button and then click OK to save the changes.

Tip: If you delete a user ID, you can use the Tools option in the ReportCaster Console to globally replace the user ID in schedules, Distribution Lists, and Library Access Lists that contain the deleted user ID. For more information, see Globally Updating Repository Field Values.