Managing Users

Power users can access the Administer menu where you can manage users. To access the Administer Users page, click Administer, Security, and then Users.

  • Login: User login
  • First Name: User's first name
  • Last Name: User's last name
  • Email: User's email address
  • Department: User's department
  • Group: Dynamically updated text that lists groups chosen with the Assign Additional Group link
  • Add Group: Provides the Assign Additional Group link
  • Role: Dynamically updated text that lists roles chosen with the Assign Additional Role link
  • Add Role: Provides the Assign Additional Role link
  • Created At: Date and time when the user was created
  • Updated At: Date and time when the user's information was last updated
  • Status: Set the user's status (Active or Inactive)
  • Settings: Opens the Settings dialog box

    Note: The dialog box is available, but the functionality is inactive.

On this page:

Assigning a User to a Group

To assign a user to a group:

  1. Click Assign Additional Group. The dialog will update with a drop-down list of the available groups.

    Note: The Group options in this section are provided as examples only. Group types or group names vary by environment.

  2. Click the Add Groups drop-down and select the appropriate group from the list.
  3. Click Save to assign the user to the selected group. The Manage Users dialog box will update the Group field with the assigned group.
  4. Repeat the previous steps to assign the user to all additional groups.
  5. Click Cancel next to the group selection to close the drop-down list.
  6. Close the dialog box by either clicking Cancel or selecting an area in the browser window outside the dialog box.

    Note: Click Remove next to the group name to remove a group assignment.

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Assigning a User to a Role

To assign a user to a role:

  1. Click Assign Additional Role. The dialog will update with a drop-down list of the available roles.

    Note: Available roles are determined by the licensed modules.

  2. Select the appropriate role from the Add Role drop-down.
  3. Click Save to assign the user to the selected role. The Manage Users dialog box will update the Role field with the newly assigned role.
  4. If applicable, repeat the previous steps to assign the user to additional roles.
  5. Click Cancel under the role selection to close the drop-down list, then click Cancel in the dialog box or select an area in the browser window outside of the dialog box to close the dialog box.

    Note: Click Remove next to the role name to remove an assigned role.

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Setting the User Status

To set the user status:

  1. Click the Status field drop-down list.
  2. Do one of the following:
    • If the user is active, select Active.
    • If the user is no longer active, select Inactive to remove access.

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