Users

Every Mercury user must have a corresponding User record, which specifies the user’s permissions and also allows Mercury to manage user-specific content such as Favorites and report-colors.

Only users that belong to the built-in SYSTEM (System Administrators) group are allowed manage users and report-permissions.

To manage user accounts on Mercury:

• Select the Tools > Admin Tools ribbon at the upper right of the main Mercury window, and then click Users.

  

• A window similar to the following is displayed:

  

For information on the window, refer to the tables below:

Left Panel:

The left panel lists all the users that exist in the Mercury. Users are organized into one or more user-Groups. In the example above, there are two user Groups: SYSTEM and Villains.

Each user must belong to exactly one user-Group.

Column	Description
Name	The user's name.
Is Active	Determines whether the user can access Mercury
Login Name	The Windows login name 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 and Color columns apply to the currently-selected user(s) in the left panel and are editable. All other columns are read-only.

Column	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.
Report Type	The report's Type.
Color	The report’s color (as seen in the main reports-list and result-tabs when reports are run) for the user(s) currently selected in the left panel.

To create a new user group:

• 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.

 To 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.

  Item	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 associated with the user. 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.
  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 to establish a connection. Windows - Uses Windows user logins to establish connections and doesn't ask for password. Windows Group - Grants access to all Windows user logins that are members of the Windows group.

• Click OK.

To 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.

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.

To delete a user:

• Select the user(s) that you want to remove from the user list.

  

• Click on Delete.

  

  You will be prompted to continue. Click Yes to delete the user.

  

To undo your changes:

• Click on Reset.  You’ll be prompted to confirm.
  
  This will undo all the changes you made since you last saved.