Redwood Documentation

Product Documentation

 

›Optional Configuration

Finance AutomationFinance Automation On-Premises Installation

Purpose

  • Finance Checklist

Solution Overview

  • Configuration of Redwood Server installation
  • Overview of the Solution
  • Technical Requirements

Download/Install

  • Installing RFA
  • Business User role assignment

Installing/Upgrading RFA

  • Installing and Upgrading Redwood Finance Automation

Optional Configuration

  • LDAP Authentication
  • Redwood Server Authentication
  • Managing Users and Roles
  • Privileges of Redwood Server Roles
← LDAP AuthenticationManaging Users and Roles →

on-site finance-related topic Redwood Server Authentication

The Redwood Server security scheme stores roles and users in a table; user passwords are encrypted. The Environments interface allows you to create users, custom roles, and grant user roles.

Prerequisites

  • User of type Administrator
  • or level for creating, importing users, and creating custom roles

Procedure

Create Users

  1. Log in to Redwood Server and navigate to the Environments interface.
  2. Navigate to Security > Create Users.
  3. Fill in First Name, Last Name, and Email Address.
  4. Select a user type.
  5. Select access level to the desired environment(s).
  6. Choose Create User.

Create a Custom Role

  1. Log in to Redwood Server and navigate to the Environments interface.
  2. Navigate to Custom Roles.
  3. Choose New role.
  4. Select the users that the role should be granted; alternatively, you can select a built-in role, this way all users that have that role will also get the newly created role.
  5. Choose Create Role.

Importing Users

  1. Navigate to Environments and connect to the appropriate environment.
  2. Navigate to Security > Users.
  3. Choose Import users from the context-menu of Users.
  4. Fill the username or part of it with GLOB wildcards (*, ?) into the Search field and choose Search.
  5. Select the users to import and choose Import on the bottom right-hand side.
  6. To import more users, choose Import more or close the window.

financeTopic

onsiteTopic

← LDAP AuthenticationManaging Users and Roles →
  • Prerequisites
  • Procedure
  • Create Users
  • Create a Custom Role
  • Importing Users
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