Table of contents
- Getting Started
- Activity Tracker
- Messages, Notes, Watches, and Reminders
- MIDAS Admin Options
- Manage MIDAS
- Manage Appearance Settings
- Manage Booking Settings
- Manage Fields
- Manage Security Settings
- Manage Email Settings
- Manage Print Settings
- Manage Invoice Settings
- Manage Safety Settings
- Manage Database Settings
- Manage Templates
- Manage Public Settings
- Manage Scheduled Tasks
- Manage Miscellaneous Settings
- Check For Updates
- Manage Addons
- Keyboard Shortcuts
- Other Sources Of Support
- About MIDAS
Manage Users And Permissions
There are three tabs on the Manage Users & Permissions screen:
Users - From this tab you can add a new user, remove an existing user, or modify an existing user's details or permissions.
Groups - For this tab you can define a new a new user group, remove an existing user group, or modify the permissions on an existing group.
Single Sign-On (SSO) - From this tab you can configure and enable/disable single sign-on integration with an Active Directory
Adding a New User
- On the "Users" tab, click/tap the "Add New User" button. You can then proceed to add details for the new user.
- Enter the new user's full name and e-mail address in the "User Settings" area - it is important to enter a valid email address, as the user will require this if they need to reset a lost/forgotten password.
- Enter a "password" for the user, or use the "Random" button to automatically generate a random password.
- If you would like MIDAS to automatically e-mail the new user their login and MIDAS access details, ensure that the "Auto send User their Login details via email" option is checked.
- If the "User must change password on next login" option is selected, next time the user logs in to MIDAS, they will be prompted to change their password - It is recommended that this option is selected, especially if you have generated a "random" password for that user, which will be difficult to remember.
- Manually set "permissions" (privileges) for the user from the list of available "User Permissions", or use the "Assign Permissions From Group" drop-down to use current permissions from an existing user group.
- Select "Save Changes" when complete to add the user to MIDAS.
Cloning (copying) a User
- On the "Users" tab, select an existing user whose permissions you wish to "clone" (Create a New User based on the User Permissions of another user).
- Select the "Add New User" button.
- The "User Settings" area will be cleared allowing you to add details for the new user.
- The rest of the "permissions" (privileges) will have remained from the previously selected user. You may adjust these for your new user accordingly.
- Select "Save Changes" when complete to add the new user to MIDAS.
Modifying a User
- On the "Users" tab, select the user you wish to modify from the list of users.
- The selected user's settings and permissions will then be displayed.
- Make changes to the user's settings/permissions as necessary and select "Save Changes" when done.
Removing a User
- On the "Users" tab, select the user you wish to delete from MIDAS from the left-hand list of current users, and then click/tap the "Remove Selected User" button.
Changing/Resetting a User's password
- Users can change their own password at any time using the [Change Password] link at the top of the screen when logged in.
- Administrators can also change/reset a user's password for them (via MIDAS Admin Options → Manage Users & Permissions → [select user]), by entering a new password for the user (or selecting the "Random" button to generate an random password), and then clicking/tapping "Save Changes".
Forcing a User to change their password at next Login
- Select the user who you wish to force to change their password upon their next login from the left-hand list of current users.
- The selected user's details and permissions will be displayed to the right.
- Select the "User must change their password on next login" option, without altering any other settings, then select "Save Changes".
- The user will then be prompted to change their password the next time they login to MIDAS.
Suspending/Unlocking a user account
- Tick the "Account is suspended" to prevent the user from logging in.
- Untick the "Account is suspended" to allow the user to log in.
- Note: Individual accounts will be automatically suspended if the "Max Failed Login Attempts" setting has been reached for that account. If this happens, the user account will remain suspended until either you untick the "Account is suspended" option for that user, or the user restores access to their account themselves (an activation email will be sent to the email address associated with their account if their account exceeds the "Max Failed Login Attempts" setting)
User Groups"User Groups" allow you to define a set of permissions that can then be easily applied to individual user accounts. This saves you from having to manually define each permission for each user at a time. Instead, the "Apply Permissions from Group" drop-down list on the "Users" tab will allow you to quickly update the selected user's permissions with the permissions assigned to a particular user group.
In addition, if you have enabled Single Sign-On (Active Directory) authentication for your MIDAS, User Groups are used to determine the permissions assigned to each user who authenticates via your Active Directory.
In such instances, MIDAS user permissions will be assigned from a MIDAS User Group with the same corresponding name as the user's "Primary Group" name in your Active Directory.
For more information, please refer to the separate Active Directory Integration documentation.
List of Available User and Group PermissionsThe following user permissions can be set on a "per user" or user group basis:
|Can Change Password||Allow/Deny the user the ability to change their password at any time|
Note: This option is not applicable to "Group" permissions, and has no affect if you have enabled Single Sign-On (Active Directory) authentication
|Can Add Bookings||Allow/Deny the user the ability to add new bookings to MIDAS. Available options are:|
No - User cannot add any bookings
Yes - User can add new bookings
Requests Only - User can only make booking requests (bookings which must first be approved by a MIDAS user with "Can Process Booking Requests" permission)
|Can make Historical Bookings||Allow/Deny the user the ability to add bookings for dates earlier than the current date (i.e. in the past) - useful for maintaining accurate booking records.|
|Can book outside Operating Hours||Allow/Deny the user the ability to make bookings which fall outside the normal "Operating Hours" of each venue.|
|Can Modify Bookings||Controls how the user can modify bookings. Options are:|
No - User cannot modify any bookings
Own Bookings - User can only modify bookings they originally entered
All Bookings - User can modify any booking
|Can Delete Bookings||Controls how the user can remove bookings. Options are:|
No - User cannot remove any bookings
Own Bookings - User can only remove bookings they originally entered
All Bookings - User can remove any booking
|Can Add Clients||Allow/Deny the user the ability to add new clients to MIDAS|
|Can Modify Clients||Allow/Deny the user the ability to modify existing clients in MIDAS|
|Can Delete Clients||Allow/Deny the user the ability to remove existing clients from MIDAS|
|Can Email Clients||Allow/Deny the user the ability to directly email clients from within MIDAS|
|Can View Client Info||Controls the level of client information displayed to the user. Options are:|
No - User cannot see who has made a booking, only that a venue is "Unavailable"
Client/Org Only - User can only see client's names & organizations
Full Info - User can view all client contact info (addresses, phone, fax, etc)
Own Bookings - User will only see booking and client information for their own bookings. Other user's booking's will simply display in the booking grid as "Unavailable" time slots
|Can Print (Bookings)||Allow/Deny the user the ability to print booking data|
|Can Print (Emergency Evacuation Data)||Allow/Deny the user the ability to instantly print out ongoing bookings at that point in time (Useful in the event of an Emergency, so you can instantly see who is on-site and where)|
|Can use Invoicing||Allow/Deny the user the ability access to MIDAS's Invoicing features. Options are:|
No - User has no access to any of the invoicing features
Yes - User has full access to all of the invoicing features
Limited - User may create/generate invoices, but may only view/modify/delete invoices which they created/generated (i.e. they will not have access to invoices added by other users)
View Only - User may view all invoices, but will have no access to print, email, modify, delete, generate or create invoices (i.e. read only access)
|Can process Booking Requests||Allow/Deny the user access to "Pending Booking Requests" to approve/reject incoming booking requests.|
Remember: You'll also need to assign the user to be a "Manager" of the specific venue(s) you wish them to be able to process booking requests for
|Can use My Messages||Allow/Deny the user use of the "My Messages" feature|
|Can make Day Notes||Allow/Deny the user the ability to attach notes/reminders, viewable by all users, to specific dates. To edit notes; use the main calendar to navigate to the date you wish to add notes to, then click/tap the full date (just above the "Logged in as" line)|
|Can use Activity tracking||Allow/Deny the user use of the "Big Brother" feature - a log of recent activity by MIDAS users|
|Can use Statistics||Allow/Deny the user to view Statistics and reports about bookings, clients, venues, invoices, resources, and users|
|Can Restore Bookings||Allow/Deny the user the ability to restore recently deleted bookings|
|Can Manage Booking Types||Allow/Deny the user the ability to add/modify/remove Booking Types|
|Can Manage Resources||Allow/Deny the user the ability to add/remove common Resources|
|Can Manage Venues||Allow/Deny the user the ability to add/modify/remove/group Venues|
|Can Manage Users||Allow/Deny the user the ability to add/remove users & set user permissions|
|Can Manage MIDAS||Allow/Deny the user the ability to manage key MIDAS settings|
|Can Manage Addons||Allow/Deny the user access to settings for optional addons. For more information on available addons for MIDAS, please see https://mid.as/addons|
|Is Invisible||Controls the level of logging of a user's MIDAS activity. Options are:|
No - All user's activity is logged by MIDAS (accessible via "Recent Activity")
Login/Outs Invisible - All user's activity except their logins and outs is recorded
Full Invisibility - Nothing the user does is recorded in the Recent Activity log
|Maximum bookings allowed||Allows you to limit the total number of bookings the user can add to any individual calendar date or calendar week. Leave blank for no limit|
|Maximum booking length||Allows you to limit the maximum length/duration (in minutes) the user can make any single booking for. Leave blank for no limit|
|View Access||Controls which "groups" of venues the user has access to. This can be used to restrict which venues a user has access to and "hide" venues from users. Users will only be able to filter their booking grids by the venue groups for which they have been granted access|
|Day Starts At X and runs for Y hours||By default, a day starts at Midnight and runs for 24 hours. If your operations are only 9am - 5pm, for example, you can to restrict MIDAS to only show and allow access to this portion of the day. Alternatively, if you run a night time entertainment venue, with operating hours from 7pm - 3am, setting the "Day starts at" to "19:00" and the "and runs for" setting to "8" hours will then restrict MIDAS to those times|
Note: If you restrict a user's hours in this way, the user will only be able to view those hours in the booking grid - they will no longer have access to the multiple day view
|Times List||If "Time Lists" have been setup in your MIDAS, this field will allow you to assign a "Time List" to this user, that is, the list of time periods/durations they will be allowed to select from when making bookings. If set to "None", the user will be presented with standard Start/Finish time selectors|
Single Sign-On (SSO)If present, the Single Sign-On (SSO) tab of the "Manage Users & Permissions" screen allows you to enable and configure integration with an Active Directory, allowing users to seamlessly login to MIDAS without having to enter credentials each time.
For more information, please refer to the separate Active Directory Integration documentation.