Virgo makes it easy to view company information, control your user logins and user database, and track user activity through a security log.
You will learn how to access your industry and jurisdiction coverage, manage different features within the user management system, and review login activity captured by the security log.
Virgo records your basic company information including industries and jurisdictions that are relevant to your business.
Company information, industry, and jurisdiction access are grouped under the Admin tab.
All company information is listed under the Company tab.
Click Edit to review your industry groups.
Click Edit to access your jurisdiction coverage.
Virgo makes it simple to update industries and jurisdictions.
Select the Industry Groups applicable to your business.
Click View as list to review where your citations are covered.
Select the countries, states or provinces you would like to add (sorted in alphabetical order by country).
Virgo provides user management features to:
View user details by selecting the appropriate user from the list and then double-clicking or click the View Detail button at the bottom of the screen.
Select a user and double click…
…Or select a user and click on View Detail.
Click on any field in the user screen to edit the value of the field. Once you have changed the field, click Save or Cancel to the right of the field.
Click on any field to edit. Click Save to commit your changes or cancel to undo.
Click on the masked password field to set a new password.
Federation ID can be used with Single Sign On if your user identifier is different than your username or email address.
Users cannot be deleted, but they can be marked inactive, which removes all access to the system.
You may specify an email address that is different from the username. This is useful if the username is generic, as may be the case with a service account, but password reset emails and other system notifications should go to a monitored email address.
Click Reset Password to trigger a reset email to the user. The email will be sent to the address in the Email field, not the Username field.
Add a user by navigating to the users tab and clicking New at the bottom of the screen.
All user and security management options are grouped together under Admin.
All users, active and inactive, are listed on the Users tab.
Click New to add a new user record.
The New User screen requires that you enter the person’s first and last name, username, role, and password. When finished, click the Save button. Once the user has been created, you may either distribute the password to your new user or you can require your user to create a new password by triggering a password reset.
Usernames must be in the form of an email address. Once you create the new user, you may optionally enter a different email address for system notification purposes.
Click “Yes” if you would like Virgo to automatically generate a password.
Roles determine what a user can and cannot do in the system. See the section on security roles for definitions.
Federation ID can be used with Single Sign On if your user identifier is different than your username or email address.
All of the contact information fields are optional.
This allows an Administrator to set export preferences for their users.
Virgo uses role-based security and access control lists to grant access to various features. The table below identifies each role, describes its purpose, and provides a high-level summary of user rights.
| Role Name | Description | Record Series | Private Comments | Citations | Content Types | Repositories | Set Up | Users and Security | Portal Configuration |
|---|---|---|---|---|---|---|---|---|---|
| Administrator | Full access to all content and administrative features. | Full Control | Create | Read | Full Control | Full Control | Full Control | Full Control | Full Control |
| IG Manager | Full access to all content. | Full Control | Create | Read | Full Control | Full Control | Full Control | – | – |
| Records Manager | Full access to Record Series, Citations, and Content Types | Full Control | Create | Read | Full Control | Read | Full Control | – | – |
| Records Manager Assistant | Limited access to Record Series, Citations, and Content Types. | Full Control | Create | Read | Full Control | Read | Read | – | – |
| Content Manager | Full access to Content Types and Repositories | Read | Read | Read | Full Control | Full Control | Full Control | – | – |
| Collaborator | Read only access. Collaborators can also view and add private comments. | Read | Create | Read | Read | Read | Read | – | – |
| Legal Reviewer | Read only access. Full control over citations. Legal Reviewers can add private comments | Read | Create | Full Control | Read | Read | Read | – | – |
| Read Only | Read only access. | Read | – | Read | Read | Read | Full Control | – | – |
| Portal Administrator | Virgo Employee Portal role to allow component configuration without providing additional admin rights. | Read | – | – | – | – | Read | – | Full Control |
| Portal User | Virgo Employee Portal service account role. | Read | – | – | Read | – | – | – | – |
| Portal User Plus | An Employee Portal service account role that has permission to view Repository information. | Read | – | – | Read | Read | – | – | |
| User Manager | Permission to add and edit users, manage login policy, and configure identity providers for single sign on. This role does not have access to any of the normal business data in Virgo. | – | – | – | – | – | – | Full Control | – |
Complex passwords are required. Passwords must include:
Administrators may trigger a password reset for a user or a user can request a reset using the “Forgot my password” feature.
An administrator can directly set a new password for a user as follows:
Or an administrator can trigger a password reset for the user:
See also: Forgot my password
User accounts are locked out after 10 failed login attempts. The user will be unlocked automatically after 15 minutes of inactivity or an administrator can unlock the user at any time.
Both lockout parameters can be configured or disabled. Please click here for configuration assistance.
To immediately unlock a user:
Click Unlock User to immediately unlock a user.
Users cannot be deleted but they can be deactivated. This allows all audit trails to remain intact.
To deactivate a user:
Set the value of the inactive field to Yes to deactivate a user.
The security log contains your login activty, user right changes, and data exports.
Click Edit Columns to customize the fields.
All lists are exportable into a CSV file.
Retention Schedule Software
Powered by: