People
A person entity is required to sign-in and use the DrawBridge web portal.
Additionally, Person records are associated with Companies, and, optionally, Accountability Policies.
View the Active People list by clicking Accounts, then People in the left menu bar. Click the Name of a Person in the list to view the Record for that person.
Person Record View
A Person record contains the following parameters:
Parameter | About |
---|---|
Name | Display Name |
Email address | |
Mobile | (Optional) Mobile phone number |
Canonical ID | The global unique identifier |
Last Active | Timestamp of last sign-in activity; see Sessions informational tab, below |
Person Record header buttons:
-
Add a new Person record with the blue + Create Person button
-
Edit this Person record with the green pencil Update Person button
-
Delete this Person record with the red trashcan Delete Person button
-
Impersonate User (take on the identity and permissions of this user in the DrawBridge; used for troubleshooting)
-
Merge Person records with the blue picture-frame "Merge other Person records into this one" button
-
Hamburger menu:
- Set Console Password: set a DrawBridge Console password for this Person
- Create Tabula account: see Additional Services: Tabula for more information
- Add Group Membership: add this Remote Device User to a Console Permission Group (see Informational Tabs: Permissions, below)
- View Realtime Log Lines: jump to the Realtime Log Viewer, with the data view limited to this device
- Today's Log Lines: jump to the the Reports module with the device pre-selected in data views
- Record Activity Stream: view the changelog for this Device record
-
Bookmark this record with the ribbon Bookmark button
-
Sync Menu (chain-link icon)
-
Sync Mode (default is
2 Way - Push / Pull from Server
); click record sync information - Push to Sync Publisher: initiate a record update push from this DrawBridge to the Sync Server
- Pull from Sync Publisher: initiate a record update pull to this DrawBridge from the Sync Server
- Mark to Resync: flag this record in the background to be included in the next sync run
-
Sync Mode (default is
Informational Tabs
Data associated with this Person:
-
Bookmarks: List view of any console shortcuts
- Add a bookmark by clicking the Ribbon button on any record in the Console
- Delete a bookmark with the red trashcan Delete button on the relevant Bookmark line here
-
Companies: List view of any associated Company relationships
- Add a Company relationship with the
Add Company Staff Relationship
button - Edit a Company relationship with the green pencil Update button on the relevent line
- Delete a Company relationship with the red trashcan Delete button on the relevant line
- View Company Relationship history log with the blue Record Activity Stream button on the relevant line
- Add a Company relationship with the
-
Policies: List view of any associated Accountability Policy relationships
- Add an Accountability Policy relationship with the
Add Accountability Policy Relationship
button - Edit an Accountability Policy relationship with the green pencil Update button on the relevent line
- Delete an Accountability Policy relationship with the red trashcan Delete button on the relevant line
- View an Accountability Policy relationship history log with the blue Record Activity Stream button on the relevant line
- Add an Accountability Policy relationship with the
-
Devices: List view of any associated Devices
- Add a Remote Device relationship with the
Add Remote Device
button - Edit a Remote Device relationship with the green pencil Update button on the relavant line
- Delete a Remote Device relationship with the red trashcan Delete button on the relevant line
- View a Remote Deice relationship history log with the blue Record Activity Stream button on the relevant line
- Add a Remote Device relationship with the
-
Permissions: List view of any associated Permission Groups and Proxy User Groups
- Add a Permission Group membership relationship with the
Add Permission
button - Add a Proxy User Group membership relationship with the
Add to Proxy Users Group
button - Edit a Group relationship with the green pencil Update button on the relevant line
- Delete a Group relationship with the red trashcan Delete button on the relevant line
- View a Group relationship history log with the blue Record Activity Stream button on the relevant line
- Add a Permission Group membership relationship with the
-
Sessions: List view of all active/signed-in Console sessions this User has on this DrawBridge. Fields:
- Last Updated: timestamp of last activity
- IP: IP Address of last activity
- Client: the User-Agent reported by the last activity
Unrelated People
Inactive Relationships
This is a list of Person - Company
or Person - Accountability Policy
Relationships that have been set to Inactive
. This list should generally be empty.