check point user administration - quick reference

8/3/2019 Check Point User Administration - Quick Reference

http://slidepdf.com/reader/full/check-point-user-administration-quick-reference 1/18

Checkpoint® User Administration

0 Copyright 2009, Thomson Reuters. All rights reserved.

Logging in to Checkpoint User Administrationhttp://admin.checkpoint.thomsonreuters.com

To save your login name and password, select the Save Name/Password option on the login screen.

Home PageThe Checkpoint User Administration System is available for subscribers who have Site Manager and User

privileges. Begin managing your account and your user IDs from the Home page, which is the central hubfor all of the different functions available to site administrators.

Click Options to clear the user nam

and password you saved on the Log

screen. You can also specify the lay

out for users and orders (products)

throughout the system.

Click Search to search for

specific Users, Groups, or

Orders within your account.

Quick Reference

Checkpoint User Name: _________________________ Password: __________________________

Click Home whenever

you want to return to

this Home page.

Click to access

Checkpoint.

For support, go to http://support.rg.thomsonreuters.com, or call 800.431.9025.



Search Feature

2

Click Search to find specific users, groups, or orders within your account.

The Search box drops down to display a Search field and three tabs:

Users, Groups, and Orders. If you want to view search results for an

one of these options, select a tab.

In the Search field, type the keyword term you want to locate, such as

“wgl.” Any matches will display in the results box. Even a fragment

of a term will generate results if that fragment is part of a user name

user ID, group or order name.

After Found, the number of matches will appear next to any options

that meet your search criteria. In this example, the six users that

match “wgl” are displayed. Select any of the user links to see the

details for that user on the View User screen. Select the View All

Users link to see all of the matched users on the List Users screen.

You can also display the results of the other matching options. In this example, when you select the Orders

tab and click the View All Orders link, the List Orders screen opens, displaying the details for the four orders:



UsersAssign Users to Orders Use the Assign Users to Orders screen to add existing users to orders. Expect the following warning message

you have a large account with several users:

Note: Keep track

of your progress

by following the

timeline of your

tasks.

If you get this warning, you will be prompted on the next two screens to limit the number of users or orders

displayed, which will improve processing performance. You have the option to filter the list to a smaller, more

manageable subset of users and orders.

Assign orders to your users. If you filtered your list, you will see only the grid containing those orders and usersSelect the check box in the column for the order you want to assign.

You can Export this

list to an external

file.

Then click Save.

Hover your cursor over anycolumn header to see pertinen

information about the order.

Click Reset to restore

the assignments to

what they were prior

to your changes.

Note: The Reset

option is not

available after you

save your changes.

Click Change Default Headings

to change the way you view the

headings on this grid. For example,

you can view by product name,

product code, or order number.



Change User Privileges

Note: Before assigning any privileges, if you have a large account with several users, you will get a warning an

be prompted to limit the number of users displayed.

Select the privilege you want to assign for each of the users you want to modify. You can assign these individu

on each user’s row or select the column header to assign the same group to all of the users listed.

The available privileges include:

* USER - A basic user in one of your orders (with no administrative rights).

* SITEDEPUTY - For users with Group administrative rights in the group they are assigned to.

* SITE - A user with full Site Administrative rights.

Click Save

to assign the

designated

privileges to

the users.

You can assign administrative privileges to individual users, but only to a privilege that is lower than your own

Access the screen below by clicking the Change User Privileges link on the Home page. Then follow the step

in the timeline.

Users (Assign Users to Orders) - Continued

Note: Each order header will display the number of remaining users you can assign to it. If you assign an orde

greater than the number of remaining users, the heading will display with a red background and you will rec

a message when you attempt to move to the next step. You must correct these assignments before continuin

View the total number of orders added and removed.

4



Users (Continued)

Create Users

Note: To the new users you are adding, you can also assign the same orders and group from one of the existin

users in this account. Just select Copy from a model user on the Model User screen (see timeline). Otherwise

click Next to continue without setting defaults. You will be able to review and edit these assignments on the

screens that follow.

Follow the timeline on the Create Users screen to create and add users to your account.

You can send your new users an e-mail message containing their user names:

On the Notify screen, select the Send E-Mail? check box to notify all users (or you can select the check box

next to one or more individual users).

Select this check box to attach a document. You can attach up to three documents, each with a 1MB limit.



Users (Create Users) - Continued

6

After you select a file, the path

to that file is displayed.

Next, click Browse to locate a file to attach.

Click Upload.

Receive a confirmation that your file has been uploaded:

Notice that the file name and file size appear under Uploaded Attachments. You can browse for one or two

more documents and then upload them.



Users (Create Users) - Continued

7

The following example shows the Total Attachment Size for three uploaded documents:

Note: If you ever try to upload a file that exceeds the 1MB limit, you will see the following error message:

If you decide that you do not want to attach any of the uploaded files to your e-mail message, simply click

the remove link next to that file.



Users (Continued)

Delete Users

Select Delete Users from the Users pane on the Home page to delete one to many users (multiple deletes).

On the Delete Users screen, select the check box next to the users you want to delete and click Next.

On the Review screen, you have an opportunity to validate your selections before deleting any users. After

reviewing, click Next.



Users (Delete Users) - ContinuedBecause you cannot undo a deletion, you are given one final opportunity to cancel the deletion of the users

you selected.

Click Confirm to delete these users.

Here’s your confirmation that the selected users were deleted:



Edit Users

Users (Continued)

From the Home page, select Edit Users to modify your users’ information. Each of the selected users will be

displayed with their details. Limit the number of users, if necessary. Then click Next.

Using the same tools available on the List Users screen, you can filter, sort, and re-categorize the list. Edit

the information. Then click Save to save your changes.

List Users

Use the List Users screen to view information about all of the users in your account.

Use the Filter By feature to filter the

displayed users list

by any of the types

of information in the

drop-down menu.

Leave the filter set

to All if you want

your list to be filtered

across all categories.

Click a column name tsort by that category.To remove a column, click the “X” icon in a columnheader. To add a column, select it from the Show

Column drop-down menu, which appears to the

right of the list. (Use the right arrow key.)

Perform these three

functions from here—

without having to go

to the Home page.



Users (List Users) - Continued

11

View My User Profile From the User pane on the Home page, select View My User Profile to review your user information.

Make your changes. Then click Update to save. (After you click Edit, the Edit button becomes the Update

button.)

Click Edit to

change your

profile.

On the List Users screen, select a name from the User Name column to view or change that user ’s password.

Click Delete

o delete the

user.

Note: You can change your own password from View My User Profile. (See below.)



Orders

Assign Orders like Other User

You can assign orders to a group of your users, based on a model user that you select. This feature speeds

up the process because you are replicating the order assignments of an existing user rather than having to

recreate new asssignments manually.

From the Orders portlet on the Home page, select Assign Orders Like Other User. Then select which

users you want to adjust orders for and click Next.

Note: Large Account Warning displays whenever there are a lot of users and orders.

Select one of the existing users (ABCCD-06, in this example) whose orders you want to apply to the otherusers you selected on the previous screen. Then click Next.



Orders (Assign Orders like Other User) - Continued

User ABCCD-06 has one order (Estate Planning Only ), which is applied automatically to all of the other

selected users. Click Save.

13

Note: You can reselect and change items on this page (and on the page below) even after you save.

You will receive a tally of how many orders you added or removed:



Orders (Continued)

Note: The Assign Orders to Users in Group feature is also available in the User Groups portlet.

Use this feature to view all of the users from a specific group to evaluate the orders assigned to them.

(With the combination of several users and several orders, you may receive the Limit Orders message.)

Select a group and click Next.

The users in the group are listed in the grid. Select orders for your users and click Save.

Assign Orders to Users in Group



List Orders

From the Home page, select List Orders to view information about all of the orders in your account.

You can sort this list by columns. Simply click a column name to sort by that caregory.

User Groups (Assign Orders to Users in Group) - Continued

To confirm that your changes have been saved, the system tracks your changes and provides a tally for you:

Assign Users to Orders

This feature is also in the Users portlet and was covered previously in that section.



User Groups

16

Assign Orders to Users in Group

This feature is also in the Orders portlet and was covered previously in that section.

Assign Users to Groups

Select the top checkbox to select all groups;

clear this box to remove

all of your selections.

Follow the steps in the timeline to assign users to a group.

Create a Group

From the Limit Users screen, select the users you want to include in your new group. Then click Next to assign t

selected users to one or more groups. (Click the Save button when you are finished.)

From the User Groups pane on the Home page, select Create a Group to create a new group and assign users t

Type a name for your

new group and click

Create.

Note: The blue triangle

pointing upward

indicates that a column

is sorted in ascending

order. (Click the triangle

to sort in decendingorder.)

In the following example, all selected users have been assigned to the Carrollton group:



User Groups (Continued)

You can select a group, view the users in that group and update each profile presented in a table.

From User Groups portlet, select Edit Users in Group. Select one of the radio buttons for a group.

Edit Users in Group

Edit any of the values, such as the e-mail address or the location for one or more users in the group.

(In this example, the Location field for all of the users has been updated.) Click Save.

Notice that the group name appears under Select Group above.



User Groups (Edit Users in Group) - Continued

List Groups

Use the List Groups screen to see how many users are assigned to a group.

Select a group to Edit it or Delete it.

You will receive a confirmation message that your items have been updated:

Note: After the update is complete, you can continue to make changes in the table and permanently

save your changes.

check point user administration - quick reference

Documents