At Arcules, we understand the importance of seamless user and group management within your organization. Our intuitive People page is designed to empower you to add, remove, or edit users and groups effortlessly.
Best Practices
Users and Groups exist at an Organization level, and as such it is recommended that you set up some Groups to help easily manage the assignment of Roles, and also limiting a set of users to specific Sites and Locations.
A useful example of this is as follows:
You are the administrator for Arizona Unified School District. You will have users of Arcules at the district level, as well as at each school. Some of these users will be empowered to configure and manage the devices, some will research and export video, some will only view the live streams. Using the example layout from our Sites and Locations article, we can lay out some basic groups.
At the district level, you will have your main administrators of the system that can manage devices, and provision users. For this we would create a group named "District IT Administrators."
At each school, you will have dedicated IT Staff that will manage only the devices at their location. We would create another group named "Grade A K-8 IT Admin", and another for "Another Fine K-6 IT Admin."
Also at each school would be the Administrative Staff, and Security Staff. These folks are the ones that will respond to analytic events, monitor live video, and export video to Cases as evidence. We would group them as "Grade A K-8 Office Staff."
The final group would be for any users that may need to live monitor the cameras, but cannot look back at old footage, or export anything. This group would be "Grade A K-8 View Only."
As we describe how you create and set up Users and Groups, we will refer back to this scenario.
Roles and Permissions
Think of roles as customizable access packages. You can mix and match these to suit each user or group needs, whether they're an IT Manager or a Security Operator. For a deeper dive into roles, our detailed Roles Article is just a click away.
Users and Groups
Users
You can create your users before your groups to make it quicker to add them, as you build the group. You can also have a user outside of a group, with their own Roles and Sites & Location Access, but it is easier to manage this at the group level as things can change over time. As a note, if a User has their own permissions, or is a member of multiple groups, the highest level of permissions will be the one in effect.
Adding a User
Click the blue '+' across from People to create a new user.
This will give you the Add a User screen. Here you will enter the user's First Name, Last Name, and Email Address. If you check the box for Create Another, it will give you another blank form when you hit the Save button.
Adding Roles to a User
Once done, you can now start to make the role and site assignments to the user, if you wish to manage these outside of a group.
Hitting the plus icon next to Roles will bring up the role selection screen. Here you can pick a role to assign to this user. Repeat this process for each role needed.
Setting Site and Location Restrictions
Next we can give this group a restriction on what Sites and Locations they can see. Since this user should only have access to their own campus, and no others, they should be restricted to the Grade A K-8 Elementary Location.
Clicking on the plus icon next to Site & Location Access will let us accomplish this.
As you see in this example, we select the Site of Elementary Schools, and check the box for Grade A K-8 Elementary.
This will restrict this user to only seeing views and cameras associated with this location.
NOTE: If a User has the Role of System Admin or IT Manager, you cannot restrict them to any sites or locations. These roles provide global access to all sites and locations.
Group Membership
This section shows the group/s a user is assigned to.
Deleting a User
To remove a user, select the trash icon at the top right of their profile.
Deactivating a User
To prevent a user from logging in, select the middle icon at the top right of their profile. Blocking a user is temporary until you either grant them access again or delete their account.
Reinstating access to a User
When a user is blocked, the icon changes to an 'A.' Click that icon to allow them to log on again.
Groups
You can access Groups by clicking on the Groups header on the People page, just above the list of Users.
One in this section, you can add groups, change memberships, alter roles, and change the sites and location restrictions.
Adding a Group
While on the Groups list, to add a new group, click on the blue plus icon to the right of the Groups header.
This opens up a form where you can name the group, as well as giving it a helpful description. If you are creating multiple groups, you can check the box for Create Another, and it will give you a new form when you hit Save.
Adding Roles to a Group
Once done, you can now start to make the role and site assignments to the group.
Hitting the plus icon next to Roles will bring up the role selection screen. Here you can pick a role to assign to this group. Repeat this process for each role needed.
In the example of the group "Grade A K-8 Office Staff," we will assign them the roles of Basic User, Continuous Live Viewer, and PTZ operator.
Setting Site and Location Restrictions
Next we can give this group a restriction on what Sites and Locations they can see. Since this group should only have access to their own campus, and no others, they should be restricted to the Grade A K-8 Elementary Location.
Clicking on the plus icon next to Site & Location Access will let us accomplish this.
As you see in this example, we select the Site of Elementary Schools, and check the box for Grade A K-8 Elementary.
This will restrict all members of this group to only seeing views and cameras associated with this location.
NOTE: If a Group has the Role of System Admin or IT Manager, you cannot restrict them to any sites or locations. These roles provide global access to all sites and locations.
Adding Members to the Group
To add a Member click on the plus icon next to Members
This will then give you a list of Users within your organization that you can add to the group.
Check the box next to all of the users you want to add to this group, and hit Save.
Exiting Groups
To exit the Groups section and return to the list of users, click on the <- Back icon at the top of the list above Groups.
Send Invite to a User:
Once the Roles and Site Access has been assigned, or group membership, click on the 'Send Invite' button on the user's profile, which will send a 'Welcome to Arcules' email to the user to complete registration.
Note: If SSO is set up for the organization, then a user still needs to be set up with the appropriate roles/access, the the invite needs to be sent, but does not require to complete the registration - the link on the email will send the user to the SSO login page.
Note: A pop up message will appear at the bottom stating the "Invite has been sent successfully," and the button will change to 'Resend Invite' to indicate that an invite has already been sent. You can resend an invitation anytime, for instance if the user lost the original invite email.
Removing access for Roles and Sites:
To remove access of a Role or Site from a User or a Group, click on the vertical ellipsis, and you will have the option to remove access.
Downloading a List of Your Users and Groups
On the users and groups list you have the option to download a CSV file. Just click on the ellipsis in the menu and select Download as CSV.