Managing Security in Vivaldi

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Managing Roles

You can create different roles that are used to give access to menus and permissions in forms.
  1. Navigate to Security>Roles.
  2. Select the 'Add' button.
  3. In the dialog, enter a unique role name.
  4. Optionally, you can specify an absolute or relative URL for a landing page for the role.  When users log in, this would be the first page they see.
  5. Optionally, you can set the role Active property to 'No' at any time to prevent this role from being used/available.  Users will be assigned to the role still, but the role will not be used to grant access to menu items or forms.
On This Page

    Adding Users

    1. Navigate to Security>Add User.
    2. In the dialog, enter a unique username and email address.
    3. Choose the user's first role.  Note that they can be given multiple roles at a later time (see Assigning Roles to Users).
    4. Optionally, you can require the user to change their password when the log in.  Checking the box will cause a header notice to appear to the user until they change their password.
    5. Optionally, you can set the user Active property to 'No' at any time to prevent this user from logging in until you set it back to 'Yes.'

    Managing Users

    1. Navigate to Security>Users.
    2. In this screen you can delete, edit, or add new users.

    Assigning Roles to Users

    Users can be assigned one or more roles.  If they are assigned to multiple roles, then Vivaldi will use the most permissive access of the combined roles.  For example, if Mary is assigned a role that only allows View access to Form 1, and another role that allows View, Insert, Edit to Form 1, then Mary will have View, Insert, and Edit access to the form.
    1. Navigate to Security>User Roles Assignments.
    2. Select the 'Add' button.
    3. Choose a role.
    4. Choose a user.
    5. Select 'Save' to add the assignment.

    Unlocking User Accounts

    Users are allowed 3 consecutive failed logins  before their account is locked. 

    1. Navigate to Security>Users.
    2. In this screen you can click 'Edit' and uncheck the Account Disabled checkbox.

    Allowing User Self-Registration (3.6 and higher)

    You can optionally allow users who do not have accounts with your application to self register and create their own account.

    1. Navigate to Administration>Application Settings.
    2. Set the 'Self Registration' property to 1.
    3. Set the 'Self Registration Role' property to the RoleID (from ogs_role in MySQL) of the role you want to assign to new users.
    4. Optionally set the 'Self Registration Moderation' to 1 if you want to allow users to self-register, but want to create the account as 'Disabled' until an administrator changes their account status to 'Enabled'.
      • If you moderate new user accounts, be sure to set the 'Self Registration Moderator Email' property so notifications can be sent when a new user registers.
      • Important: If you choose not to moderate new users, there is a good possibility of automated registrations by bots on your site.
    5. Optionally change the 'Self Registration Message' property to a message of your choice for the top of the self registration page.
    6. Finally, you can embed or provide a link to yourdomain/ogs/selfregistration.php to give users access to self register.


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