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January 2012 [Cradle 6.5.1]

How to Create New Users in a Project

Each Cradle project has its own database that can contain any number of login accounts, which Cradle calls user profiles. Normally, each person who will work in the project will have his or her own user profile. Ideally, if a person has more than one project role, such as being an engineer and a team leader, then he or she will have a separate user profile for each of these project roles.

When a new project database is created, a single user profile is created for the project administrator. This user will always have the username MANAGER and the default password MANAGER. This user has the highest security clearance and all privileges. You should change the password of the MANAGER user immediately after creating a new project.

A Cradle user profile has the following components:

  • A username of up to 40 bytes that is unique within the user register for this project and can be in any language, such as 한승보 . It will be converted to uppercase for Latin-1 based languages.
  • A password of up to 40 bytes that is processed in a case-sensitive manner for Latin-1 based languages
  • A team name of up to 40 bytes that is used in Cradle’s access control system. All projects have a default team with the name PROJECT.
  • A security clearance that is used with the security classification of items in the database to implement security-based access control
  • A user type that is used to control which web UI will be seen by the user and, in future Cradle releases, will also be part of Cradle’s CM workflows
  • A switch identity that allows a Cradle user to log-in to another username with the same switch identity without a password. It is only relevant for people with multiple project roles who need to change between multiple Cradle user profiles.
  • A description, typically the person’s name
  • A location, typically their desk, mail stop or building number
  • A telephone number
  • An e-mail address, used to deliver alerts within Cradle to that person
  • A set of privileges that determine the user’s ability to access information in the database and also determine the user’s ability to perform some operations on data in the database
  • A set of skills that can determine the user’s ability to access attributes inside items in the database and, in future Cradle releases, will also be part of Cradle’s CM workflows
  • A set of module access rights that determine whether or not the user can use individual tools in Cradle

You can create new user profiles at any time. Cradle imposes strict rules to control who can create and change user profiles, and what privileges a given user can grant to another user.

One of the first tasks in a new project is to create user profiles for the project’s engineers.

The minimum information needed to set up a new user in a Cradle project is:

  • Username
  • Password
  • Team name
  • Security Clearance
  • Privileges

To create a new user profile in a project, start WorkBench and login to the MANAGER user profile in the project and select User Setup from the Admin pull-down menu to display the User Setup tool:

Enter the username for the new user in the Username: field, select Edit and click OK in the confirmation dialog:

This creates a user profile for the new user:

This has set default values for the security clearance and the team name, so the only information that you need to supply is a password and an appropriate set of privileges.

Enter a password into both the Password: and Check password: fields:

Cradle has many options to control the form and content of passwords, to enforce password aging and to prevent the re-use of passwords. These are all defined in the project schema. In particular, you can force a user to change their password when they first login after their user profile has been created.

Select Privileges to display the User Privileges and Rights dialog:

There are a lot of privileges in Cradle. The important rule is to grant the minimum number of privileges to a user. Granting a too many privileges may give the user capabilities that you do not intend, and may allow the user to perform operations that they are not competent to perform, possibly creating problems later.

3SL’s recommendations are:

  1. For a typical engineer who will create and edit information and cross references then grant the privileges TEAM_RO, PROJECT_RO, CREATE_ITEMS, CREATE_XREFS, DELETE_XREFS:

  1. If the user will create new definitions (queries, views and so on) also grant the privilege CREATE_DEFS:

  1. If the user will capture information from source documents, then also grant the privilege SOURCE_DOC
  2. If the user will be involved in discussions about information, then also grant the privilege ANNOTATE

This will be sufficient for most users in most situations. Select OK to close the dialog and in the User Setup tool either select OK to save the new user profile and close the tool, or select Apply to save the new user profile and keep the User Setup tool open so that more user profiles can be created.

You can modify the new user profile at any time by opening the User Setup tool and choosing the username from the Username: drop-down list.