Page Comparison

This article contains the following topics:

...

1. Navigate to MANAGE> Administration> Tools> Users.

2. Click Create Users and complete the required fields.
   Note: The Email Address field supports alphanumeric and special characters [_ | - | . | $ | # | ' | *]

3. Select the License Type and the organization to which you want to add a user. The license type defines the role of the user.
   Note: Following license types are available: Self Service (Self Service User), Named (Administrator), Concurrent (Analyst), and Web Service (Web Service User). For more information about the various license types, see Manage Access through Licenses.
4. Click Create and Edit.
5. Complete the additional fields such as organization, role, and group.
6. To grant access to applications, assign the user to relevant groups.
7. Click Save.

   The user is added.

...

1. Open the Users administration screen from the MANAGE menu.
2. Locate the user that you want to update.
   Note: You can use the Filter or the Search Users field to locate the desired user quickly.
3. Hover over the User in the list, click the Image Modified  icon in the far left column, and click Edit Properties.
4. You can update any of the fields on the user record mentioned above including First Name, Last Name, Phone Number and so on.
5. If you want to use Cost Center information in contextual approvals you must do the following:
   1. Specify the Cost Center to associate with the user. 

   2. Select the Cost Center Approver from the drop-down. 

6. Update the required information.

7. Click Save.

...

...

Reset User Password

As a tenant administrator, you can reset the password of any user in your control.

...

1. Open the Users administration screen from MANAGE> Administration> Tools>Users.
2. Hover over the User in the list, click the Image Modified  icon in the far left column, and click Edit Properties.
3. On the Basic tab, perform one of the following actions:
   
   • Enter a new password and retype the password in the Change Password field. Click the Change Password button.
     Password change successful or policy violation message is displayed. 
   • Click Send Email. An email with a reset password link is sent to the user. The user can click the link and can reset the password.

   The user password is reset.

...

1. Navigate to MANAGE> ADMINISTRATION> Tools> Users.
2. Locate the user to whom you want to assign the group.

   Note: You can use the Filter or the Search Users field to locate the desired user quickly.

3. Hover over the User in the list, click the Image Modified  icon in the far left column, and click Edit Properties.

4. Click Groups

5. Click Relate Existing.

6. Add the group and click Save.

   The user assignment to the selected services is updated.

...

1. Navigate to MANAGE> ADMINISTRATION> Tools> Users.
2. Locate the user that you want to designate as a tenant administrator.
3. Hover over the User in the list, click the Image Modified  icon in the far left column, and click Edit Properties. 
4. Select the License Type as Named.
   Note: Assign the user to the Administration Group to provide the administrator privileges.
5. Click Save to create the tenant administrator.
   Note: To revoke tenant administrator privileges, follow this procedure and change the License Type to Self Service. The tenant administrators cannot revoke their own administrator privileges.

...

If you do not want users to access the associated organizations and groups, you can deactivate them. After you deactivate a user, the user cannot log in to the application. The deactivated users are not removed from the user management grid. They are displayed in the grid, but the License Type column appears blank. Some scenarios for deactivating users are as follows:

...

1. Navigate to MANAGE> ADMINISTRATION> Tools> Users. 

2. Hover over the User in the list, click the Image Modified  icon in the far left column, and click Deactivate User.
   The user is deactivated.

Considerations—User Activation and Deactivation

...

1. Navigate to MANAGE> ADMINISTRATION> Tools> Users. 

2. Hover over the User in the list, click the Image Modified  icon in the far left column, and click Delete User. Or select multiple users with the row checkboxes and click the Delete User button above the grid.

3. A warning message will be shown asking the user if they want to proceed.

4. If confirmation is given, a message will be shown indicating if the delete was successful. If multiple users were selected, a message will be shown for each success or error.

...