Maintaining users and user groups

Administrative users with the appropriate permissions can perform user and user group maintenance tasks. These include adding users or user groups, modifying users or user groups, assigning access to a particular user or user group, resetting user passwords, and deleting users or user groups.

This chapter contains information on following main topics:

• Understanding authentication methods
• Understanding pre-configured users and user groups
• Understanding pre-configured symbol access
• Understanding the Users and User Groups editor interface

Understanding authentication methods

Longview supports the following authentication methods:

The restrictions for user names depend on the type of authentication you are using. The following table explains the restrictions for each authentication method.

Understanding pre-configured users and user groups

Your system contains pre-configured users and user groups to ease implementation. Once you have installed Longview, you can customize these users and user groups, or add other users and user groups, to suit the needs of your company.

Longview comes with several pre-configured symbol access roles; however, only the V3_Compatible_Access role is used.

For more information on symbol access roles, see the Longview Application Administrator Guide.

Longview contains the following pre-configured users:

• Solutions Framework and Longview Close:

  User	Assigned User Groups
  SampleFinance	This user is assigned to the FinancePowerUsers group.
  SampleReporting	This user is assigned to the ReportingUsers group.
  SampleSysAdmin	This user is assigned to the Administrators user groups.

• Longview Tax:

  User	Assigned User Groups
  TaxAdmin	This user is assigned to the Administrators user group.

  Note: If you have upgraded from a version of Tax Provision previous to 7.2.2, you may have additional preconfigured users.

Longview contains the following preconfigured user groups:

• Solutions Framework and Longview Close:

  User group	Description
  Administrators	This user group has access to view all information in the system, can update system settings, and create and publish input apps and reports.
  FinancePowerUsers	This user group has access to view all information in the system, and enter data into the system.
  ReportingUsers	This user group has access to view all information in the system, but not modify system settings or data,.

• Longview Tax Provision:

  User group	Description
  Analysts	This user group has write access to create a tax provision.
  CorporateAnalysts	This user group has write access to create a tax provision and has access to perform foreign exchange adjustments.
  Administrators	This user group has access to view all information in the system, can update system settings, and create and publish input apps and reports.

  Note: If you have upgraded from a version of Tax Provision before 7.2.2, your groups may be prepended with the relevant tax standard.

• Longview Task Management:

  User group	Description
  Administrators	This user group has access to view all information in the system and can update system settings.

Understanding pre-configured symbol access

Longview provides some symbol access for preconfigured groups as a starting point. You should review and update this access during implementation as well as when new entities or currencies are added.

• Solutions Framework and Longview Close:

  Note: Administrators who connect using the Administrators group have full access to all symbols. Reporting Users have read access to reporting hierarchies.

  The following table lists the pre-configured symbol access for the finance power users group and the related implementation considerations.

  Dimension	Pre-configured read access to...	Pre-configured read access to...	Implementation Considerations
  ACCOUNTS	Retained earnings net income Validation report accounts Calculated roll forward accounts (beginning and ending balance) Calculated cash flow accounts (beginning and ending balance)	Trial balance Roll forward movement accounts Cash flow accounts P&L variance bridge accounts Foreign exchange rates
  TIMEPERIODS		All time periods	Some inputs are done on year to data time periods (trial balance) and some are done on periods (cash flow adjustments, foreign exchange rates)
  ENTITIES	Elimination entities (calculated by intercompany eliminations)	All other entities	You will need to add access to any reporting hierarchies added to the system. If you use this group for assigning other users, you may want to remove entity access and set it at the user.
  DATAVIEWS		All data view hierarchies
  SCENARIOS		All scenarios hierarchies
  CURRENCIES		All currency hierarchies	If you use this group for assigning other users, you may want to remove currency access and set it at the user.

• Longview Tax Provision:

  Note: Administrators who connect using the Administrators group have full access to all symbols, including trial balance data, FX rates, tax rates, and override rates. These full-access symbols include calculated accounts; therefore, if an Administrator were to input data into tax provision input apps, calculation errors would occur. To avoid this complication, Administrators do not have the appropriate access for the input apps required to submit provision data.

  The following table lists the preconfigured symbol access for preconfigured user groups and the related implementation considerations.

  Dimension	Preconfigured read access to...	Preconfigured read access to...	Implementation Considerations
  ACCOUNTS	calculated tax provision accounts the trial balance hierarchy (TrialBal) the translation rate types hierarchy, including symbols such as the foreign exchange period average rate (FXRates)	manual tax provision accounts the tax rates hierarchy, including symbols such as the current year tax rate (TaxRates)	TrialBal: Change to write access for groups that require the ability to input trial balance data. Publish the XCCC400 - Chart of Accounts Adjustments.lvapp or XCCC401 - Book Chart of Accounts Adjustments.lvapp input app to the groups that require the ability to input trial balance data. FXRates: Change to write access for groups that require the ability to input foreign exchange rates. Publish the XCCC100 - FX Rates.lvapp and XCCC101 - Return FX Rates.lvapp input apps to the groups that require the ability to input foreign exchange rates.
  TIMEPER	all historical actual time periods (Actual) all historical return time periods (Return)	the current period (CYTaxPer) the current return period (RtnTaxPer)
  ENTITIES	the Total Entities hierarchy (TENTITIES) the partnership hierarchy (PShip) the jurisdiction hierarchy (Jurisdictions) the total operations hierarchy (Total_Operations)		TENTITIES: Set write access at sub-consolidation levels or lowest level entities for the users or groups. When setting write access for the group, set a higher priority than the TENTITIES read access. PShip: Set write access to partnership entities for the users or groups. When setting write access for the group, set a higher priority than the PShip read access. Set read access to partnership owner entities for the users or groups. When setting read access, set a higher priority than the sub-consolidation levels of entities under TENTITIES. EntitiesHier1—5: Set read access for the users or groups at any level below the root. Do not grant access directly to these roots.
  DETAILS	the total details hierarchy (DetailsT)	the detail summary symbol (SummDet)	DetailsT: Change to write access for groups that require the ability to input to Details symbols other than SummDet.
  CURRENCY	the currencies hierarchy (Currencies) the foreign exchange translation rates hierarchy, including symbols such as USD from CAD (FXTranslations)	the functional currencies hierarchy (SourceC)	FXTranslations: Set write access to foreign exchange translation rate symbols for groups that require the ability to input foreign exchange rates.
  SEGMENTS	the total segments hierarchy (SegmentsT)		SegmentsT: Change to write access for groups that require the ability to input to Segments symbols other than SummSeg.
  ELEMENTS	calculated tax provision elements	manual tax provision elements
  CONTROLS		the system-required symbol (Dim7Set)

• Longview Task Management:

  The following table lists the preconfigured symbol access for preconfigured user groups and the related implementation considerations.

  Dimension	Preconfigured read access to...	Preconfigured read access to...	Implementation Considerations
  ENTITIES			EntitiesHier1—5: Set read access for the users or groups at any level below the root. Do not grant access directly to these roots.
  DETAILS		the detail summary symbol (SummDet) the national jurisdictions root symbol (NationalJurisdictions) the regional jurisdictions root symbol (RegionalJurisdictions) the local jurisdictions root symbol (LocalJurisdictions)
  CURRENCY	the currencies hierarchy (Currencies)	the functional currencies hierarchy (SourceC)

  Longview recommends that you assign symbol access through user groups as much as possible to simplify maintenance. For example, if a user is responsible for the for a specific entity, you can grant them access to the required accounts at the user group level, and then grant them access to their particular entity at the user level.

  Note: Symbol access specified at the user level takes precedence over symbol access at the user group level.

Understanding the Users and User Groups editor interface

The Users and User Groups editors contain several elements that are unique from other editors.

The Users and User Groups editors are divided into the list area and the properties area. Each of these areas contains toolbars with some functionality common to all editors, as well as functionality unique to the Users and User Groups editors.

List area

The list area contains a list of all users or user groups that currently exist in your system. The list contains basic information about the user or user group, including the most recent date and time that a user was logged in to the system, and the most recent date and time that a user’s properties were modified.

The list area includes an editor toolbar and a page toolbar.

Editor toolbar

The following buttons appear on the Users and User Groups editor toolbars:

Page toolbar

The page toolbar contains functionality unique to the selected editor, including buttons related to creating and deleting users and user groups.

Properties area

The properties area contains the detailed properties of the selected user or user group. The properties area is divided into several sections. You can expand or collapse each section by clicking the section name.

The properties area includes the properties toolbar and several buttons specific to fields in the properties area.

Properties toolbar

The following table lists the buttons that appear on the properties toolbar.

Properties area buttons

Several sections in the properties area contain the Edit and Search buttons which you can use to populate the selected field. In addition, the User Attributes section contains the More and Less buttons, which you can use to further expand or collapse the section.