Security

On the security page, you can set a password policy, grant/ deny Tech Support access and specify public access permissions at the account-level.

On the Security page, you can set up a password policy that complies to your company standards. This password policy section is editable only by e-Builder administrators.

  1. From the top navigation tabs, click the Setup tab.

    2. If the Setup tab is not visible, click Access the Setup Tab, and then select the Setup check box.

    Accessing the Setup tab in e-Builder
  2. In the Administration Tools section, expand Settings and click Security.
  3. Complete the following required fields:
    4. Field Description Default Value
    Minimum Password Length Minimum length of the password required.  8 characters
    Password Complexity Requirements Character requirements in setting the user's password. 1 letter, 1 number, 1 special
    User Passwords Expire Every Duration for auto-expiration of the password after which the user must change their password. 90 days
    Password History Number of past passwords to remember and prevent from being reused. 5 passwords
    Maximum Failed Login Attempts Number of incorrect passwords that can be entered before the user is locked out. 5 attempts
    Maximum Failed Logins Exceeded Lockout Period

    Duration for which the user is locked out from e-Builder access before they can try to log in again.

    If the Maximum Failed Logins Exceeded Locked Period field is set to Forever, only the e-Builder Administrator can reset the user's password. This can be reset from the Manage Users page (Administrative Tools > Users > Manage Users).

    		 30 minutes
    User Inactivity Timeout Duration for auto-logoff of the user from e-Builder when the browser window has not been actively utilizing e-Builder. 60 minutes
  4. Click Save.

On this page, you can also prevent e-Builder Tech Support from accessing specific projects and all related data. Giving them access may be necessary for troubleshooting issues users might experience. However, projects that include confidential content may need to be restricted.

  1. From the top navigation tabs, click the Setup tab.

    2. If the Setup tab is not visible, click Access the Setup Tab, and then select the Setup check box.

    Accessing the Setup tab in e-Builder
  2. In the Administration Tools section, expand Settings and click Security.
  3. In the Technical Support Access section, use the arrow keys between the two columns to move the projects that you wish to allow or deny access.
  4. Click Save.

On the Security page, administrators can now disable public folders and files at the account level.

The Allow Public Access Permissions in document folders check box will be enabled by default. When this check box is enabled, the public access settings options and public URL will be visible in the document folder properties or file properties section.

When the Allow Public Access Permissions in document folders setting is unchecked, files and folders across the projects in the account will no longer be made publicly available. The public folder URL will be removed from the Folder Properties page and the public file URL will be removed from the File Properties page.

If an Administrator turns off public access, previously public users will need a licensed e-Builder user account and appropriate roles and permissions to the document folders.

When pre-existing public folder access is disabled, the previously public links will work but they will display a warning message that the access has changed and that the file or folder has become private. Users will be redirected to log into the main application page.

  1. From the top navigation tabs, click the Setup tab.

    2. If the Setup tab is not visible, click Access the Setup Tab, and then select the Setup check box.

    Accessing the Setup tab in e-Builder
  2. In the Administration Tools section, expand Settings and click Security.
  3. In the Public Access section, select the Allow Public Access Permissions in document folders check box to allow public access to folders and files.
  4. Click Save.

On the Security page, administrators can now disable the ability of users to request external comments on forms at the account level.

The Forms - Allow users to request external comments check box will be enabled by default. When this check box is enabled, users may request external comments on Forms from anyone without an e-Builder license.

  1. From the top navigation tabs, click the Setup tab.

    2. If the Setup tab is not visible, click Access the Setup Tab, and then select the Setup check box.

    Accessing the Setup tab in e-Builder
  2. In the Administration Tools section, expand Settings and click Security.
  3. In the Public Access section, select the Forms - Allow users to request external comments check box to allow users to request external comments on forms.
  4. Click Save.