Step 4: Configure a Visionline User Account

Learn how to set up a Visionline user account to integrate with Seam.

PreviousStep 3: Unblock Required Ports NextStep 5: Set up Your Credential Services Account in Visionline

Last updated 2 months ago

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Step 4: Configure a Visionline User Account

Learn how to set up a Visionline user account to integrate with Seam.

Make sure that your Visionline application is configured with an appropriate user account. You use this account to connect the Visionline instance with Seam. You can use the default sym username and password.

Alternately, the Visionline ACS administrator can create a Visionline user specifically for the connection with Seam. This user must be configured as an operator that uses the System Manager operator template. This user must also have a password.

To create a new Visionline user for the Seam connection, first create a new user. Then, configure the user as an operator that uses the System Manager operator template.

These instructions use Visionline 1.27. If you are using Visionline 1.28, you may notice differences in a few field names.

Log in to the Visionline application as a user with System Manager access.
When opening Visionline during the development phase, use unlicensed mode.
Create a new Visionline user.
1. At the bottom of the left navigation pane, click Lists.
2. In the System administration section of the left navigation pane, double-click Users.
3. In the Users window, click Add.
4. In the User details window, type a User ID for the new user, for example, Seam Integration.
5. Type the Last name of the user, for example, Integration.
6. Type the First name of the user, for example, Seam.
7. Select the User group to which to assign the user.
8. Optionally, in the PIN field, type a PIN for the user.
9. If you've added a PIN, in the Confirm PIN field, type the same PIN for the user.
10. Click Save.
11. In the User details dialog, click Close.
12. In the Users window, click Close.
Configure the new user as an operator that uses the System Manager operator template.
1. At the bottom of the left navigation pane, click Lists.
2. In the System access section of the left navigation pane, double-click Operators.
3. In the Operators window, click Add.
4. In the Operator details dialog, click ... next to the User name field.
5. In the Users <Operator details> window, select the user that you created and then click Select.
6. In the Operator details dialog, select System Manager as the Operator template. Alternately, you can create a new operator template for the new user, but you must make sure that this operator template has access to all permissions.
7. In the Password and Confirm Password fields, type a password for the user.
8. Click Save.
9. In the Operator details dialog, click Close.
10. In the Operators window, click Close.
Note the username and password for this Visionline user. You must use these credentials when you .

PreviousStep 3: Unblock Required Ports NextStep 5: Set up Your Credential Services Account in Visionline

Last updated 2 months ago

Was this helpful?

To create a new Visionline user for the Seam connection, first create a new user. Then, configure the user as an operator that uses the System Manager operator template.

These instructions use Visionline 1.27. If you are using Visionline 1.28, you may notice differences in a few field names.

Log in to the Visionline application as a user with System Manager access.
When opening Visionline during the development phase, use unlicensed mode.
Create a new Visionline user.
1. At the bottom of the left navigation pane, click Lists.
2. In the System administration section of the left navigation pane, double-click Users.
3. In the Users window, click Add.
4. In the User details window, type a User ID for the new user, for example, Seam Integration.
5. Type the Last name of the user, for example, Integration.
6. Type the First name of the user, for example, Seam.
7. Select the User group to which to assign the user.
8. Optionally, in the PIN field, type a PIN for the user.
9. If you've added a PIN, in the Confirm PIN field, type the same PIN for the user.
10. Click Save.
11. In the User details dialog, click Close.
12. In the Users window, click Close.
Configure the new user as an operator that uses the System Manager operator template.
1. At the bottom of the left navigation pane, click Lists.
2. In the System access section of the left navigation pane, double-click Operators.
3. In the Operators window, click Add.
4. In the Operator details dialog, click ... next to the User name field.
5. In the Users <Operator details> window, select the user that you created and then click Select.
6. In the Operator details dialog, select System Manager as the Operator template. Alternately, you can create a new operator template for the new user, but you must make sure that this operator template has access to all permissions.
7. In the Password and Confirm Password fields, type a password for the user.
8. Click Save.
9. In the Operator details dialog, click Close.
10. In the Operators window, click Close.
Note the username and password for this Visionline user. You must use these credentials when you .