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Updated on 9/16/2019
Relyence User Guide
Managing your Users, Groups, and Permissions
Direct link to topic in this publication:

Managing your Users, Groups, and Permissions

(Only available if Manage Users and Groups permission is allowed.)

The Manage Users and Groups function enables you to control your team members who can use Relyence as well as their control the permissions to what Products and functions they can access.

Managing your Users and Groups will be covered in this section. The Manage Users and Groups function also is used to access the following features:

Accessing the Manage Users and Groups Function

To manage users and groups, select Manage Users and Groups from the Account menu.


A page with three tabs, Manage UsersManage Groups, and Active Users appears.

Manage Users and Groups only appears in the Account dropdown if you have permission to access this function. Your Relyence Administrator controls this permission setting.

Manage Users

To manage users, click on the Manage Users tab to activate it.


To add a new user, click Insert from the toolbar. A new user will be added with all blank information. The data fields that are required are noted.

If at any time you want to deactivate a user and not allow them access to Relyence, select the Inactive checkbox. This is a way for you to control your Relyence licenses. For example, you may want to add in team members who may be assigned tasks, or be sent Workflow emails, but do not need to use the Relyence tools.

Enter the information about the user including Title, First Name, Last Name, Company, Phone, and Email. The email address will be used to sign in to Relyence.

When first adding a new user, the Password and Repeat Password fields appear. Once a user has set a password, the Password and Repeat Password fields will not appear, and a Change Password link is available. Clicking the Change Password link will bring up the Change Password dialog to allow you to enter a new password.

There are several different methods you can use to establish the new user's password:

  • You may enter a password for them directly. You can then give them their password in whatever manner you choose. 
  • You may enter a password for them directly, and also select the Send an email to this user with a link to set password. They have a temporary password to use to sign in, but they will receive an email with a link to set a new password.
  • Do not enter a password and select the Send email to this user with a link to set password. They will receive an email with a link to set their password. They will not be able to access Relyence until they set their password.

Note that once a team member signs in, they can change their password at any time, refer to  Changing your Password.

In the Member Of list, click the Add Group link to bring up the Add Groups dialog to select the Groups the user belongs to. As you begin to type, the list will be automatically filtered to the matching groups. You can add the user to multiple groups at one time in this dialog. When complete, click OK.

To remove a user from a group, click on the Group name in the list to select it, and then click Remove Group.

The Modules section displays the Products the user is allowed to use, and the Permissions sections displays the permissions set for the user. Both are based on the groups that the user is a member of. These sections are displayed for informational purposes, you cannot make modifications to these setting on this page. Changes must be made at the group level on the Manage Groups tab.

You must always have at least one Administrator user.

When you have completed entering all the information for the new user, click Save to save your changes.

Click Cancel if you want to discard modifications you made. Click Delete to delete a user. To close the Manage Users and Groups page and return to where you were, click Close from the toolbar, or click Back to Analysis from the Sidebar menu.

Manage Groups

To manage groups, click on the Manage Groups tab to activate it.


The Manage Group tab allows you to create and manage your Relyence Groups. Groups allow you to control access to your Relyence Products and set the permissions for those Products for your team members. For example, you may have a team responsible for FMEAs and a different team responsible for FRACAS. You can create a "FMEA Team" and a "FRACAS Team" and add team members accordingly.

Users should be a member of at least one Group. If a user is not a member of any Group, they will not be able to use any Relyence Product and will only be able to read documentation and view Example Analyses and Example Dashboards.

You must always have an Administrator Group, which Relyence creates for you by default. At least one user must be part of the Administrator Group.

To add a new Group, click Insert from the toolbar. A new Group without access to any Relyence Products, and without any permissions is added. Enter a Name for the new Group. You can optionally add a Description

Click the Add User link in the Members list to bring up the Add Users dialog to select from the list of Users for this Group. As you begin to type, the list will be automatically filtered to the matching names. You can add multiple Users to a Group at one time in this dialog. When complete, click OK.

To remove a User from this Group, click on the user name in the Members list, and then click the Remove User link.

Assigning Product Licenses

In the Modules section, select the Relyence Products you want this Group to have access to. Select the <Product name> checkbox to grant full access to the Relyence Product. When you enable a Product, the users in this Group are automatically granted permissions for that Product, which can be viewed in the Permissions section.

Select the <Product name> - Read-only checkbox to allow read-only access. Read-only access enables the members of the Group to view data only. When read-only is selected, Product-based permissions settings will be automatically set to Deny and cannot be changed.

Note that if there are multiple users in a Group, they are each granted a license for the selected Product. For example, if you have a "FMEA team" group with 4 members, 4 FMEA licenses will be used.

Setting Permissions

Permissions are used to establish the set of functions your Groups can use. For example, if you have defined a "FRACAS Team", perhaps you do not want those in that Group to be able to customize the FRACAS Tables and Forms or the Workflow; you want to maintain these as Administrator-only functions. In this case, you would select Deny under the FRACAS heading in the Permissions section for the Customize Table/Form and Customize Workflow permissions. 

The following is a list of all the permissions in Relyence. To allow the Group to access to a specific function, select Allow. To not allow access to a function, select Deny.

For Read-only licenses, Product permissions will be disabled. You cannot allow permissions for Relyence Products with Read-only licenses.

Administrative

  • Manage Users and Groups: Allows access into the Manage Users and Groups function to add and remove Users and Groups and establish permissions.
  • Manage Analyses: Allows access into the Manage Analyses function that allows you to control access and manage your Analyses, Revisions, and Dashboards.
  • Manage Analyses Advanced: Enables the Advanced button on the Manage Analyses toolbar to access functions to Import and Export Analyses to XML files, and manage Relyence Example Analyses, the Knowledge Bank, your Reliability Prediction Parts Library and Defaults, and your Maintainability Prediction Tasks, FD&I Outputs, and Groups.
  • Activate License (Relyence on-premise installations only): Allows activating a Relyence license.
  • Configure Mail Server (Relyence on-premise installations only): Allows setting up the email server Relyence will use to set up email notifications to team members.
  • Manage API Key: Allows generating an API Key. In order to use the Relyence API, you must generate your own unique API Key used to access the API functions. 

General

  • Edit Settings: Allows access to the Settings function in the Sidebar to set global Relyence settings such the Failure Rate units.
  • Import: Allows importing data into Relyence from outside sources.
  • Export: Allows exporting Relyence data.
  • Report: Allows report generation.
  • Edit Default Views: Relyence uses a set of default Table Views as the default view. Allows modifying this View.
  • Create and Delete Views: Allows creating and deleting of Views for Tables.
  • Share Views with Groups: Allows users to share Views they created with our Groups. 
  • Export Audit Trails: If Audit Trail is licensed, allows creating Audit Trail reports which includes a log of all the changes made to an Analysis.

Analyses

  • Create Analyses: Allows creating of Analyses.
  • Delete Analyses: Allows deleting of Analyses.
  • Create Analysis Revisions: Allows creating Revisions. Revisions are manually created saved versions of an Analysis at different time points.
  • Delete Analysis Revisions: Allows deleting Revisions.
  • Edit Analysis Tree/Diagram Properties: Allows editing of the Analysis Tree/Diagram Properties. This does not affect the editing of the Tree itself.
  • Insert and Delete in Analysis Tree: Allows editing and deleting of the Analysis Tree, the hierarchical structure you can to organize your Analysis.
  • Edit Analysis Diagram: Allows editing of the graphical view of your Analysis Diagram.

Design FMEA

  • Edit Design FMEA: Allows editing of the Design FMEA in your Analysis.
  • Edit Design FMEA Risk Criteria: Allows editing of the Design Risk Criteria (Severity, Occurrence, Detection, and RPN) for Design FMEAs.
  • Set Up Workflow: Allows defining the Workflow for your Design FMEAs.​
  • View Notifications Log: Allows viewing of the Notification log which shows all Notifications sent by Relyence FMEA.
  • Edit Workflow Step Responsibility for Recommended Actions: Allows modifying of the FMEA Step Responsibility for Recommended Actions, typically used for Workflow control in FMEA.
  • Edit Workflow Step Approvers for Recommended Actions: Allows modifying the Approvers on a FMEA Recommended Action, typically used for Workflow control in FMEA.
Process FMEA
  • Edit Process FMEA: Allows editing of the Process FMEA in your Analysis.
  • Edit Process FMEA Risk Criteria: Allows editing of the Process Risk Criteria (Severity, Occurrence, Detection, and RPN) for Process FMEAs.
  • Set Up Workflow: Allows defining the Workflow for your Process FMEAs.​
  • View Notifications Log: Allows viewing of the Notification log which shows all Notifications sent by Relyence FMEA.
  • Edit Workflow Step Responsibility for Recommended Actions: Allows modifying of the FMEA Step Responsibility for Recommended Actions, typically used for Workflow control in FMEA.
  • Edit Workflow Step Approvers for Recommended Actions: Allows modifying the Approvers on a FMEA Recommended Action, typically used for Workflow control in FMEA.

FMEA-MSR

  • Edit FMEA-MSR: Allows editing of the FMEA-MSR in your Analysis.
  • Edit Risk Criteria: Allows editing of the Risk Criteria (Severity, Frequency, Monitoring, and Action Priority) for FMEA-MSRs.
  • Set Up Workflow: Allows defining the Workflow for your FMEA-MSRs.​
  • View Notifications Log: Allows viewing of the Notification log which shows all Notifications sent by Relyence FMEA.
  • Edit Workflow Step Responsibility for Recommended Actions: Allows modifying of the FMEA Step Responsibility for Recommended Actions, typically used for Workflow control in FMEA.
  • Edit Workflow Step Approvers for Recommended Actions: Allows modifying the Approvers on a FMEA Recommended Action, typically used for Workflow control in FMEA.
FMECA
  • Edit FMECA: Allows editing of the FMECA in your Analysis.
  • Edit FMECA Risk Criteria: Allows editing of the FMECA Risk Criteria (Severity and Occurrence) for FMECAs.

FRACAS

  • Edit Incidents: Allows editing of FRACAS Incidents.
  • Insert Incidents: Allows creating new FRACAS Incidents. 
  • Delete Incidents: Allows deleting of FRACAS Incidents.
  • Edit Problems: Allows editing of FRACAS Problems.
  • Insert Problems: Allows creating new FRACAS Problems.
  • Delete Problems: Allows deleting of FRACAS Problems.
  • Edit Time Logs: Allows editing of FRACAS Time Logs.
  • Edit Step Responsibility: Allows modifying of the FRACAS Step Responsibility, typically used for Workflow control in FRACAS.
  • Edit Approvers: Allows modifying the Approvers on a FRACAS Incident or Problem, typically used for Workflow control in FRACAS.
  • Customize Form and Fields: Allows modification of FRACAS Forms and data fields.
  • Set Up Notifications: Allows set up of the Notifications for email notifications within your FRACAS process.
  • View Notifications Log: Allows viewing of the Notification log which shows all Notifications sent by Relyence FRACAS.
  • Edit My Calculations: Allows creating and editing of custom FRACAS calculations.
  • Calculate FRACAS: Allows calculating FRACAS metrics.

Fault Tree

  • Edit Fault Tree: Allows editing of the Fault Tree diagram and all its properties.
  • Calculate Fault Tree: Allows calculation of Fault Trees.

Reliability Prediction

  • Edit Parts: Allows insert, edit, and delete of Reliability Prediction parts.
  • Edit Parts Library: Allows insert, edit, and delete of parts in your own Parts Library.
  • Edit Defaults: Allows insert, edit, and delete of default values you specific for Reliability Prediction calculations.
  • Calculate Reliability Prediction: Allows performing Reliability Prediction calculations.

RBD

  • Edit RBD: Allows full editing of the RBD, including the diagram and all related properties.
  • Calculate RBD: Allows calculating of RBDs.

Maintainability Prediction

  • Edit Maintainability Prediction: Allows editing of Maintainability Prediction data.
  • Edit Maintainability Prediction Libraries: Allows editing of the libraries associated with Maintainability Prediction - the Task Library, the FD&I Outputs Library, and the Maintainability Groups Library.
  • Calculate Maintainability Prediction: Allows calculating of Maintainability Prediction.

Weibull

  • Edit Weibull: Allows editing of Weibull data sets and calculation parameters.
  • Calculate Weibull: Allows performing Weibull calculations for producing Weibull plots and Weibull results parameters.

Knowledge Bank

  • Create Knowledge Banks: Allows creating of Knowledge Banks.
  • Add to Knowledge Bank: Allows adding data to the Knowledge Bank.
  • Edit Knowledge Bank: Allows direct editing of the FMEA Knowledge Bank, as well as updating from FMEAs.
  • Push Changes from Knowledge Bank: Allows changes made in the Knowledge Bank to be pushed through all FMEAs linked to it. This will modify all Analyses with links to the Knowledge Bank. You can optionally disable this push on an Analysis. Please review the Using the FMEA Knowledge Bank topic for more information.

Dashboards

  • Create Dashboards: Allows creating Relyence Dashboards.
  • Delete Dashboards: Allows deleting Relyence Dashboards.
  • View Dashboards: Allows viewing of Dashboards.
  • Edit Dashboards: Allows customization of Relyence Dashboards.

When you have completed entering all the information for the new group, click Save to save your changes.

Click Cancel if you want to discard modifications you made. Click Delete to delete a group. To close the Manage Users and Groups page and return to where you were, click Close from the toolbar, or click Back to Analysis from the Sidebar menu.

Active Users

To see a list of users currently signed in to Relyence, click on the Active Users tab.

The Active Users tab enables you to view the list of users and what Relyence Product licenses they are using. 

Force Sign Out

The Force Sign Out function can be used to forcibly sign a user out of Relyence. For example, if your Relyence license only allows two Fault Tree users and two users are signed in, the third person who attempts to sign in with a Fault Tree license will not be allowed access. You can view the list of active Fault Tree users and use the Force Sign Out function to force one of the two Fault Tree users out of Relyence. That Fault Tree license will then be freed up to be used by another user. 

To forcibly end a user's Relyence session, select the checkbox next to user's name and click Force Sign Out from the toolbar. You will be asked to verify that you are sure.

The Force Sign Out function should be used with discretion.