### Operators and operator groups When you create a new system in SiteBuilder, you assign a login name and password to the administrator operator. This administrator operator sets up each operator in the WebCTRL® interface by entering the necessary settings and assigning one or more privilege sets to the operator. Operator groups give you the ability to assign privilege sets to a group of operators instead of the individual operators. Operator groups are useful if you have multiple operators who need the same privilege set or you have positions with high turnover rates. You can assign an operator to a group when you enter the operator or when you create the operator group. NOTE When using hierarchical servers, you must create identical operators on each server in order to navigate across servers. CAUTION Passwords can be forgotten. To ensure access to the WebCTRL® administrative functions, assign the Admin privilege set to at least 2 operators.
Click for details below To add or edit an operator To delete an operator To add or edit an operator group To delete an operator group
#### To add or edit an operator On the System Configuration tree, select Operators. Click Add to enter a new operator, or select an operator to edit his settings. Enter information on this page as needed. See table below. Click Accept.
Field | Notes
--- | ---
Login Name | The name the operator must type to log in to the system. This name must be unique within the system.
Change password | Enable this field, then type the current and new passwords. NOTE An operator can change his password on the My Settings page.
Force User to Change Password at login? | Forces the operator to change his password immediately after his next login. NOTE Use this field with the Change Password field to create a temporary password that the operator must change after his next login.
Exempt From Password Policy | If Use advanced password policy is enabled on the System Settings > Security tab, select this option if you do not want the policy to apply to this operator.
Logoff options | If Log off operators after __ of inactivity is enabled on the System Settings > Security tab, select one of the 3 logoff options.
Personal Information | You can enter contact information for this operator. NOTE An operator can enter contact information on the My Settings page.
Starting Location and Starting Page | The WebCTRL® location and page that will be displayed after the operator logs in.
System-wide Privilege Sets | Select the privilege set(s) that you want to assign to the operator. The Effective System-wide Privileges list show which privileges the operator will have. NOTES Click Show current privileges only to see only the selected privilege sets and privileges. A grayed out privilege set with a group name beside it indicates the operator is inheriting that privilege set from the group.
TIP To test the settings and privileges that you gave to an operator, you can open a second browser session on your computer and log in as the operator. For instructions on opening a second session in the browser you are using, see Setting up and using a web browser to view the WebCTRL® interface.
#### To delete an operator On the System Configuration tree, select Operators. Select the operator. Click Delete. Click Accept.
#### To add or edit an operator group On the System Configuration tree, select Operator Groups. Click Add to create a new operator group, or select an operator group to edit it. Type the Display Name and Reference Name for the operator group. Under Members, select the operators and/or groups that you want to add to the new group. Under Privilege Sets, select the privilege sets that you want to assign to the new group. NOTE To see what privileges are included in a privilege set, go to the Privilege Sets page and then select the privilege set in the table. Click Accept. TIP Every operator is automatically a member of a permanent default group called Everybody. You can assign privilege sets to this group.
#### To delete an operator group On the System Configuration tree, select Operator Groups. Select the operator group. Click Delete. Click Accept. CAUTION When you delete an operator group, its individual members lose the privilege sets that were assigned to the group.