Managing user accounts
ProNest user accounts can be set up and managed from the ProNest web app. You can add new users, change user account details, and control which areas of ProNest a user can access and change.
Managing user accounts requires an account with an Admin
role.
How an Admin account is created
- For new installations of ProNest and ProNest Server, the first user account that is created has an
Admin
role. Any other account that is created will have aProgrammer
role initially. - Existing Admin accounts that are migrated from a previous version of ProNest will continue to have an
Admin
role. - A user with the
Admin
role can add or remove theAdmin
role from any other account.
Open the Users page in the web app
You can edit user accounts, roles and permissions from the Users page in the web app.
- Open the web app.
- Enter
http://localhost:1480
in the address bar of your web browser. - If ProNest Server is hosted on a different machine than the one you are connecting from, substitute the host and port to point to ProNest Server.
- Log in with an
Admin
user account. - Go to
> Users.
Add new user
- Select +Add new user.
- Enter account details for the user.
- Username and Email must be unique.
- Username can't be changed once it's set.
- ERP ID is used for informational purposes only.
- Set roles and permissions for the user. To learn more see User roles and permissions.
- Click or tap Add.
Require passwords
For added security, you can choose to require passwords when users log in to ProNest and the web app.
- In the web app, go to
> System Preferences.
- Select Require passwords.
The first time a user logs in to ProNest, they will be prompted to set a password. Every subsequent time they log in, their password will be remembered.
Reset password for a user
- In the web app, go to
> Users.
- Select a user account.
- Select Reset Password.
The next time the user tries to log in, they will be prompted to set a new password.
Deactivate user
Deactivating a user account will be make the user inactive and prevent them from logging in to ProNest or the web app. Sometimes, a user is deactivated to temporarily free up a Production Manager license seat from their account.
- In the web app, go to
> Users.
- Select a user account.
- Clear the Active setting.
- Click Save.
Any Production Manager
or Operator
roles assigned to the user will be freed up and can be assigned to a different user.
A deactivated user can be reactivated as follows:
- In the web app, go to
> Users > Inactive.
- Select a user account.
- Select the Active setting.
- Select Save.
If an inactive user account has a Production Manager
or Operator
role but there are not enough license seats, you will need to remove those roles before reactivating the user account.
Delete user
Deleting a user account will remove it from the system entirely.
- Go to
> Users.
- Click or tap [×] for the account.
Users who have made changes to ProNest Server data cannot be deleted. They will be deactivated instead. This is to preserve historical data related to that user.