Create New User

Creating new Users is a simplified process in DynamicRelay.

1. Log into the WebUI through your DynamicRelay instance.
2. Navigate to the User tab at the top of the window and select User List from the drop-down menu.
3. Click on the Add User button.
4. Complete the form information, all fields are required.
5. Click on the Create button.

Helpful Information

Password length and complexity are dictated by the Password Policy

Security

Only users assigned to the role of WebAdmin can create new users.

Edit User

1. Log into the WebUI through your DynamicRelay instance.
2. Navigate to the User tab at the top of the window and select User List from the drop-down menu.
3. Click on the Edit button.
4. Click on the Update button when your changes are complete.

Editable Information

You may change the following information for any given user:

• Email
• Username
• FirstName
• LastName

Change User Properties

1. Log into the WebUI through your DynamicRelay instance.
2. Navigate to the User tab at the top of the window and select User Assingment from the drop-down menu.
3. Click on the Username you wish to make changes to on the left-hand list.
4. The right-hand portion of the page will populate with user information and options.
5. Click on the Save button when yours changes are complete.

Editable Information

You may change the following information for any given user: * Assigned Role * Change on Next Login * LDAP Sync? * LDAP Username * Group Assignment

Change User Password

There may be times when you need to change or reset a user's password on their behalf

Steps to change another user's password

1. Log into the WebUI through your DynamicRelay instance.
2. Navigate to the User tab at the top of the window and select Reset Password from the drop-down menu.
3. Type the Username you wish to change the password for.
4. Type the new password
5. Re-Type the new password

Helpful Information

New passwords must meet the User Properties

Force User Password Change

This setting can be enabled on a specific user.
This setting will prompt the user to create a new password the next time they log in using either web or mobile interfaces.

This setting is saved as a Password Policy.
This setting is useful if you intend for end-users to create their own password for use with Dynamic Relay.

How to Force a user to change their password on next login

1. Log into the WebUI through your DynamicRelay instance.
2. Navigate to the User tab at the top of the window and select User Assignment from the drop-down menu.
3. Click on the Username you wish to modify on the left-hand list.
4. The right-hand portion of the page will populate with user information and options.
5. Activate the checkbox for change on Next Login by clicking on it.
6. Click on the Save button when yours changes are complete.

Helpful Information

This option is disabled if LDAP Synchronization is enabled.

Unlock Blocked User

What Causes a Blocked User?

A user will be blocked if they have had too many unsuccessful login attempts.

How to Unblock a User

1. Log into the WebUI through your DynamicRelay instance.
2. Navigate to the User tab at the top of the window and select User Assignment from the drop-down menu.
3. Click on the Username you wish to unlock on the left-hand list.
4. The right-hand portion of the page will populate with user information and options.
5. Click on the Unlock User option in the "Bad Attempt Count" row.
6. Click on the Save button when yours changes are complete.

Helpful Information

• The Unlock User option will only show for users who are currently blocked.
• The maximum number of login attempts is set by adjusting the User Lockout Administrative Option.

Change User Role

Change an existing User's role.

A user will be blocked if they have had too many unsuccessful login attempts.

How to assign a user to a new role

1. Log into the WebUI through your DynamicRelay instance.
2. Navigate to the User tab at the top of the window and select User Assignment from the drop-down menu.
3. Click on the Username you wish to modify on the left-hand list.
4. The right-hand portion of the page will populate with user information and options.
5. Click on the Assigned Role dropdown option.
6. Select your desired role you want to assign to this user.
7. Click on the Save button when yours changes are complete.

List of available roles

• MobileUser
• WebView
• WebUser
• WebAdmin

Role Detail

-Insert Role Detail here-

Helpful Information

• The default User Role for all newly created users is set to MobileUser.
• Users may only have 1 role assigned at a time.

Link User to LDAP User

Link existing user to LDAP user

Linking a native DynamicRelay user to a LDAP user will permit the offload of authentication and password policy responsibilities to the LDAP server.

How to assign a DyanamicRelay user to a LDAP user

1. Log into the WebUI through your DynamicRelay instance.
2. Navigate to the User tab at the top of the window and select User Assignment from the drop-down menu.
3. Click on the Username you wish to modify on the left-hand list.
4. The right-hand portion of the page will populate with user information and options.
5. Activate the checkbox for LDAP Sync? by clicking on it.
   • If this checkbox is not available, LDAP is has not been set up or enabled in the Administration page.
6. A new LDAP Username box will now be visible.
7. Select your desired LDAP user from the LDAP Username dropdown.
8. Click on the Save button when yours changes are complete.

Helpful Information

• Normal DynamicRelay authentication is disabled for each user that has offloaded authentication to the LDAP server.
• The Password Policy is disabled for users that have offloaded authentication to the LDAP server.

Assign User to Group

Dynamic Relay Group Assignment

There are 2 methods for assigning groups to users.

Option #1: Assign User to Group

1. Log into the WebUI through your DynamicRelay instance.
2. Navigate to the User tab at the top of the window and select User Assignment from the drop-down menu.
3. Click on the Username you wish to modify on the left-hand list.
4. The right-hand portion of the page will populate with user information and options.
5. The Available Groups section contains a list of groups which are available for assignment to this user.
6. Select the group name by clicking on it in the left-hand Available Groups box.
7. Click on the > button to add the selected group for this user.
8. Click on the < button to remove the selected group from this user.
9. Click on the Save button when yours changes are complete.

Option #2: Assign Group to User

1. Log into the WebUI through your DynamicRelay instance.
2. Navigate to the Groups tab at the top of the window and select Group Assignment from the drop-down menu.
3. Click on the Group Name you wish to modify on the left-hand list.
4. The Available Users section contains a list of users which are available for assignment to this group.
5. Select the user name by clicking on it in the left-hand Available Users box.
6. Click on the > button to add the selected user for this group.
7. Click on the < button to remove the selected user from this group.
8. Click on the Save button when yours changes are complete.

Helpful Information

• Users may be assigned to multiple groups.
• Newly created users are not assigned to any groups by default.
• Assigned groups control which forms users can see on both Mobile & Web.