11 User Administration

The User Administration sub-node enables you to manage company and partner users.

To access Designer - User Administration:

  1. Go to the Company Workspace tab, and switch to Admin mode.
  2. In the left Navigator, select uDesigner, and then select User Administration.

The User Administration log has the following elements:

Toolbar

  • File
    • New (User, Copy, Import)
    • Open
    • Error Check
    • Deploy
    • Integration (Input XML, Output XML, Input CSV Template)
    • Export
  • Edit
    • Status (Draft, Complete)
    • Restore
    • Import
    • Delete (Last Completed, Last Published)
  • View
    • All
  • Help
    • User Help
    • Admin Help
    • uDesigner Help
    • Unifier Library

Menu options

  • New (User, Copy, Import)
  • Open
  • Error Check

    You can select Error Check to detect errors. You must resolve all errors to mark a design as complete.

  • Deploy

    Select Deploy to make the selected form available for testing/use in Unifier (the Deployed date is updated, and the Deployed Version is incremented every time the shell is deployed).

  • Status (Draft, Complete)
  • Delete
  • Integration (Input XML, Output XML, Input CSV Template)

The User Administration log (Designer - User Administration) has the following columns:

The first five columns display properties, and the last six columns are related to version control.

  • Name

    The Name column indicates the name of the user attributes form. Open it to view and design its components. The Owner column displays the name of the creator. The Status column indicates if a design is in draft or completed status.

  • Owner

    The Owner column displays the name of the creator.

  • Status

    The Status column indicates if a design is in draft or completed status.

  • Level

    The Level column shows Company.

  • Type

    The Type column shows User Attribute.

  • Last Saved

    The Last Saved column is updated when a draft status is changed to complete.

  • Deployed
  • Published

    The Published and Published Version columns are populated/updated when a configuration package is published for production.

  • Design Version

    Each time a completed design is returned to draft status, the Design Version is incremented.

  • Deployed Version
  • Published Version

    The Published and Published Version columns are populated/updated when a configuration package is published for production.

When you select an existing record from the log and select Open, the User Administration sub-node expands to display the following child-nodes:

  • General User - Home
    • Additional Attributes
    • Log

      Company Users Log

      Partner Users Log

    • Integration

      Users

    • Picker

For more information, see Creating a User Attributes Form.