This section describes how to manually add a new user record to your company. For information about importing multiple user records from a CSV file, see the following section.
If you have created a User Preference template (in Standards & Libraries > User Preference Templates), the active template will automatically be used to generate the new user’s user preferences. If there is no active template present, then the system default settings will be used for the user preferences.
The following information is for adding users from Unifier.
Notes:
- If you access Unifier through Oracle Identity Management (OIM), you cannot add a new user.
- You can import a CSV file, but if the CSV file has a new user, the user will not be added.
- Users manage their own passwords with OIM.
- OIM does not honor user attribute forms and does not use user preference templates. Users will be able to edit the user attributes and the preferences in Unifier.
- OIM has its own password policy which supersedes other policies.
To add a new company user
- Go to the Company Workspace tab and switch to Admin mode.
- Click User Administration > Company Users in the left Navigator.
- Click New from the toolbar to open the Edit User window and complete the form.
- The Edit User window opens.
- Complete the fields of the General tab as discussed in the following table.
- Click the Security tab. You must also add a login user name before saving the record. See Manage user login information (Security tab) for details.
- At this point, you can activate the user, save the record, or complete the rest of the tabs:
- Permissions: You can configure individual permission settings for the user in this tab. See Edit user permissions (Permissions tab) for details. Alternatively, you can assign the user to a group (the user will automatically inherit group permissions), or assign permission through Access Control.
- Projects: This tab lists the projects to which the user has been added and is view-only. See View user’s project, program, and shell membership (Project/Program/Shell tabs).
- Shells: This tab lists the shells to which the user has been added and is view-only. See View user’s project, program, and shell membership (Project/Program/Shell tabs).
- Programs: This tab lists the programs to which the user has been added and is view-only. See View user’s project, program, and shell membership (Project/Program/Shell tabs).
- Proxy: You can add or view the user’s proxy users in this tab. See Designate a proxy user (Proxy tab).
- Click Apply to save changes, or OK to save and exit the window.
In this field: | Do this: |
|---|---|
First Name, Last Name | Enter the first and last name of the user. These are required fields. |
Title | Enter an optional company title for the user. |
Enter the user’s email address, which will be used to send system notifications to the user, and will display in the user’s contact information. This is a required field. | |
Work Phone | Enter the user’s work telephone number. |
Mobile Phone | Enter the user’s mobile telephone number. |
Home Phone | Enter the user’s home telephone number. |
Pager | Enter the user’s page number. |
Fax | Enter the user’s fax number. |
Address | Click the Select button to add a company address to the user profile (From Edit Company, Address Tab) |
Time Zone | Choose the default time zone for the user. This can be changed in the User Preferences window. |
Language | Select a language from the drop-down list. Note: The languages listed are the active languages selected in the Configuration - Internationalization log window, by the administrator. |
Date Format | This setting controls the display of dates on reports, business process forms, etc. This can be changed in the User Preferences window. |
Status | New users are Active by default. Status can be Active, Inactive or On-hold. Neither Inactive nor On-Hold users can sign in to Unifier:
Active and On Hold users will be counted against your user license terms; Inactive users will not. |