Administrators and administrative users with the required permissions can create and modify Workbench users on the User Management page.
You can add a user in any one of these ways:
Add a user manually in Oracle Commerce Workbench and assign permissions.
Add a user that is stored in LDAP and assign permissions.
If a user is a member of an LDAP that has been added to Workbench, then the user is automatically added the first time when he or she logs in to Workbench.
Add a user that is stored in the Oracle Commerce Platform internal user repository if Commerce SSO is enabled.
If a user is a member of an Oracle Commerce Platform organization that has been added to Workbench as a group, then the user is automatically added the first time when he or she logs in to Workbench.
The LDAP options are available only if you have configured Oracle Workbench to store user authentication in LDAP. For more information about using Oracle Commerce Workbench with LDAP, see the Integrating LDAP with Oracle Commerce Workbench.
To add a user to Workbench, follow these steps:
Select Users and click + New User.
The Create User dialog appears.
For Source, select Workbench, LDAP (if your application is set up for LDAP), or Commerce (if your application is set up for Commerce).
Note
The Source field does not appear if your application is not set up either for LDAP or Commerce.
Click Validate if you made either of the following selections for Source:
LDAP. If you entered a valid LDAP user name, then Workbench retrieves available user information and populates the name, email, and password fields. These fields are not editable.
or
Commerce. If you entered a valid Commerce user name, then Workbench retrieves available information from the Oracle Commerce Platform internal user repository and populates the name, email, and locale fields. Only the locale is editable.
Note
You do not validate the user ID if your Source is Workbench.
If you selected Workbench for Source, enter values for the First Name, Last Name, email, and password fields.
Select the locale with which to associate the user.
If you select System default, then Workbench checks for a locale in this order:
In the field labeled Permissions from Groups, select the group or groups from which you want the new user to inherit permissions. Note that selecting groups from this list does not add the new user to the groups that you select.
When you create a Workbench user, the drop-down list contains no selections.
When you create an LDAP user, the drop-down list is pre-populated with any LDAP groups of which the user is a member and that have been added in the Groups tab.
When you create a Commerce user, the drop-down list is pre-populated with any Commerce groups of which the user is a member and that have been added in the Groups tab.
You can add Workbench groups to or remove Workbench groups from the drop-down list, regardless of the type of user that you are creating. However, you cannot remove pre-populated groups from the drop-down-list.
Select the Permissions tab if you want to give the user permission to use tools or to access content in your application in addition to the permissions that group membership provides, or if the user is not a member of any group or does not inherit permissions from any group.
Note: You cannot remove permissions that a user is granted by membership in a group. Permissions that cannot be removed appear in grey.
In the Permissions tab, make the following choices.
Select the application in which the user will be working; for example, Discover.
Select any of the following components to give the user permissions to access them: Automatic Phrasing, EAC Admin Console, Preview Settings, Relevance Ranking Evaluator, Report Scheduler, Reports, Thesaurus, or User Segments.
Expand Experience Manager in order to select or deselect the site pages and folders to which you want to update user access; granting access gives the user read, write, and edit privileges. Content permissions are inherited, so a rule has the same permissions as the folder to which it belongs. You can also add permissions explicitly if the folder has no permissions. To limit the sites within an application that a user can access, deselect the Site Page nodes for those sites.
Expand Keyword Redirects. Select or deselect the redirect group nodes to which you want to update user access. As is the case with permissions to other components, any redirect groups that the user's parent group grants permissions for are already selected.
Click Save to save the choices that you made in the Create User dialog.
The Create User dialog closes.
Optionally, click a user name to open the Update User dialog for that user.
In the Update User dialog, change any of the values for this user that you specified when you created it. In addition, you can now also specify whether the user is Active or Locked. It is not possible to log in to Workbench as a user that is locked.
