Users
Every Mercury user must
have a corresponding User record that defines report permissions and allows
Mercury to manage user-specific content such as Favorites and report-colors.
Manage User Accounts in Mercury
● Open the Manage Users pane by
selecting the Settings > Admin Tools tabs at the upper right of the
main Mercury window, then click Users,
located on the left of the ribbon.
Left Panel
The left panel lists all the users that exist in Mercury. Users are organized into User Groups. In the example above, there are two User Groups: SYSTEM and Villains.
Each user must belong to exactly one User Group.
Column Name | Description |
Name | The user's name. |
Is Active | Determines whether the user can access Mercury |
Login Name | The Windows login name(s) associated with the user. |
User ID | The Mercury internal ID associated with the user. |
Right Panel
The right panel lists all the reports in Mercury. The Allow column applies to the Users selected in the left panel and is editable. All other columns are read-only. The example below shows Users EB and Doctor No selected in blue highlight. The Reports they both have access to are shown with the Allow column checked. Check boxes shown filled in black with the Report Title shaded and in italics are Reports for which only one of the selected Users has access.
Column Name | Description |
Allow | Determines whether the report is available to the end-user(s) currently selected in the left panel. |
ID | The report ID. |
Name | The report's Name (read-only). |
Category | The report’s Category (read-only). |
Description | The report’s Description (read-only). |
Report Type | The report's Type. |
Create a New User Group
User profiles are organized in Groups. Select New
Group from the menu on the left panel
● A New Group input box opens. Enter the name of the new user group in the text box (it must be
unique).
● Click OK.
Create a New User
● Select New User from the menu on the left panel
A New User window opens.
● Refer to the table below for information on each item.
|
Column Name |
Description |
|
ID |
An internal Mercury ID for the user. You make up the ID - typically it’s a short name. It must be unique. |
|
Name |
The user's name. |
|
Login Name |
The Windows login name(s) associated with the user. Some
users may have more than one Windows login.
Perhaps they use one login from a PC in the office, and a different one
via remote access. Mercury allows more
than one login to be associated with a single User ID. Your
Windows logins are assigned by your IT department and typically include your
company’s Windows domain name. If you’re
not sure how to specify the Windows login, ask your IT support person. To enter more than one login name for the same
user, separate them with commas or semicolons.
(See below for an example.) Here’s an example of a new-user form that includes multiple logins:
|
|
Group |
The Mercury User Group to which the user belongs. Select the group you would like to assign to a user. See above for an overview of Mercury Groups. |
|
Authentication Type |
The method used to verify the user’s access. ● SQL Server - Asks for the User Name and Password that is stored in SQL Server. ● Windows - The user is identified based on the current Windows login. Mercury doesn’t ask for a password. ● Windows Group - Grants access to all Windows user logins that are members of the Windows group (Applies only to companies using an “on-premises” report definition database.) |
● Click OK.
Edit a User
Either Click the Edit tool button or Double-click on a cell in one of the user-rows.
If you need more room, you can make the window larger (in
the normal Windows way), or you can drag the "divider" located
between the left and right panels to change the relative size. Hover over the dappled area, when your cursor
changes to a double-headed arrow you can drag.Make changes as desired. (Some fields may not be editable.) You can edit more than one user. No changes are saved until you click the Save button.
If
multiple logins are needed, separate them with commas or semicolons.
To cancel your
changes, click the Reset tool button (it’s the rightmost tool button in the
above screenshot. If you confirm, this
will cancel all changes made since you last saved.
Delete a User
- Select the user(s) that you want
to remove. Selected rows will turn blue.
- Click on Delete.
- You will be prompted to
continue. Click Yes to delete the
selected user(s).
To cancel your changes:
● Click on Reset. You’ll be prompted to confirm. This will cancel all the changes you made since you last saved.
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