Users

Purpose: Use the Users screen to review or update users, including updates to:

• name, locale, or email address

• role assignment

• organization assignment

• access to Store Connect, and Store Connect location assignment

Users anonymized? If a user has been anonymized, asterisks are displayed as the user’s name and email address.

Anonymized users can still log into Order Orchestration or Store Connect and retain their current authority unless they are deactivated.

See Anonymizing Data for background.

Vendor user profiles: See the Vendor User Profiles screen for information on working with vendor user profiles that control authority to the Vendor Portal.

Web service users: See the Web Service Authorization screen for information on working with user profiles used for web service authentication.

Creating users: See Import users from IDCS or OCI IAM.

Store Connect enabled? Options related to Store Connect are available only if Use Store Connect is selected at the Tenant screen.

How to display this screen: Select Users from the Modern View home screen. See the Modern View Overview for background.

Note:

Only users with Users authority can display this screen. See Roles for more information.

Options at this screen

Option	Procedure
search for a user	Use any combination of the fields at the top of the screen to restrict the search results to matching user records: Enter a full or partial User ID to restrict your results to user ID’s starting with your entry. Enter a full or partial Name to restrict your results to user records whose names start with your entry. You can’t search by name for a user who has been anonymized. Set the Active flag drop-down box to Yes or No to restrict your results to users that match your selection, or leave this field unselected to search for user records regardless of this setting. Filtering is not currently enabled for the Access flag setting, indicating whether the user has access to Order Orchestration, Store Connect, or both. Case: The enterable fields on this screen are case-insensitive for searching; for example, an entry of j matches both John and john.
update an existing user	Highlight a displayed user. Select Edit from the Actions menu or click the Edit icon () to advance to the User Details tab for the selected user. Note that the user’s name and access (Order Orchestration, Store Connect, or both) are indicated in the screen title. Update User Details fields: Optionally, change the Locale, Name, Email Address, or Active flag setting. Deactivate user? Note that clearing the Active flag setting will disable the user from Order Orchestration or Store Connect. If someone attempts to log in using an inactive user ID, the login screen displays an error: Log in failed. See User Details Fields, below, for details on fields at this tab. Update assigned roles: Advance to the Roles tab by selecting the Roles title at the top of the screen. Optionally, enter a full or partial Role description in the filter field above the list of roles to filter the displayed retailer roles. Optionally, use the Enable Role flag to enable or disable a role for the user. See Roles Fields, below, for details on fields at this tab. Note that the admin user automatically has all authority, so does not require role assignment. Update assigned organizations: Advance to the Organizations tab by selecting the Organizations title at the top of the screen. Optionally, enter a full or partial organization description in the filter field above the list of organizations to filter the displayed organizations. Optionally, use the Allow flag to enable or disable access to an organization for the user. A user can have access to multiple locations. Optionally, use the Default Organization flag to select the default organization for the user. When the user advances to Modern View, this organization is displayed at the top of the screen. Also, data for this organization, such as orders, products, and locations, is displayed by default for the user in Classic View. Note that selecting a default organization deselects the current default organization for the user. If the user has access to only one organization, it is automatically set as the default. See Organizations Fields, below, for details on fields at this tab and possible updates. Update Store Connect locations: If Store Connect is enabled, advance to the Store Connect tab by selecting the Store Connect title at the top of the screen. Note: If you assign a Store Connect location to a user that did not previously have Store Connect access, this access is added to the user. Optionally, select a different organization from the Organization drop-down to display the Store Connect locations for that organization, and optionally assign access to one or more store locations for the user. It is not necessary for the user to have authority to an organization, as selected at the Organizations tab, for the user to have authority to store locations in the organization as a Store Connect user. Note: Selecting a different organization for Store Connect clears all existing location assignments for the user in the previous organization. Optionally, change the location assignments for the user in the currently displayed organization. See Store Connect Fields, below, for details on fields at this tab and possible updates. Select Done to apply your changes.
view a user	Highlight a displayed user. Select View from the Actions menu or click the View icon () to advance to the User Details tab for the selected user. You can advance through the User Details, Roles, Organizations, and Store Connect tabs by clicking the title of each tab. See User Details Fields, Roles Fields, Organizations Fields, and Store Connect Fields, below, for details on fields.
delete a user record	Highlight a displayed user. Select Delete from the Actions menu or click the Delete icon (). Select OK or press enter at the Confirm Deletion window to delete the user. You cannot delete the default user. Also, deleting a user record here does not delete the user from IDCS or OCI IAM. See Identity Cloud User Synchronization for more information.

Users Screen Fields

Field	Description
User ID	A unique ID to identify a user. The user ID can be up to 255 positions in length. The user ID is always lowercase. Case-insensitive for searching.
Name	The user’s name. Names can be up to 255 positions in length. If a user has been anonymized, asterisks are displayed as the user’s name. In this case, you can’t search by name. Case-insensitive for searching; for example, an entry of j matches both John and john.
Active	Use this flag to filter search results based on whether the users can currently log into Order Orchestration or Store Connect, or both, depending on the user’s access. Select: Yes to display users who can log into Order Orchestration or Store Connect No to display users who can’t log into Order Orchestration or Store Connect If someone attempts to log in using a deactivated user ID, the login screen displays an error: Log in failed.
Access	Indicates whether the user is configured for access to Order Orchestration, Store Connect, both, or neither.

User Details Fields

These fields are displayed at the first tab when you are reviewing or updating a user. Use this tab to review or update basic information about the user.

Field	Description
User ID	A unique ID to identify a user. The user ID can be up to 255 positions in length. Always lowercase. The user ID is always lowercase. Display-only.
Locale	Controls the date, time, or number formats displayed on screens. Note that the language displayed on screens is defined by the locale appended to the URL (for example, ?locale=fr). See Valid Locales and Associated Data Formats for a list of valid locales. Defaults to English-United States when a user is first created. Required.
Name	The user’s name. Names can be up to 255 positions in length. Note that changes to the user’s name here apply only in Order Orchestration, including Store Connect, only, but do not affect any other applications to which the user has access. Users anonymized? If a user has been anonymized, asterisks are displayed as the user’s name. Anonymized users can still log into Order Orchestration or Store Connect and retain their current authority unless they are deactivated.
Email Address	Must be in the format of [e-mail]. You cannot enter more than one email address. Depending on your selections at the Event Logging screen, Order Orchestration might generate an email to this email address if the user uploads proximity data; see that screen for more information. Note that changes to the user’s email address here apply only in Order Orchestration, including Store Connect, only, but do not affect any other applications to which the user has access. Asterisks are displayed if the user has been anonymized. Optional.
Active	Indicates whether the user can log into Order Orchestration or Store Connect, depending on their configuration. If someone attempts to log in using a deactivated user ID, the login screen displays an error: Log in failed.

Roles Fields

These fields are displayed at the second tab when you are reviewing or updating a user. Use this tab to review or update the roles assigned to the user.

If you add a new role assignment to a user who was not previously flagged for Order Orchestration access, this access is automatically assigned, generating a request to add the OBCS_User role in IDCS or OCI IAM; see Identity Cloud User Synchronization for background. Note, however, that removing assignment from a user does not remove Order Orchestration access.

Field	Description
Role	The description of a role. Role names can be 1 to 40 positions in length. See Roles for more information on roles. Optionally, enter a full or partial role description in the search field to display roles whose descriptions contain your entry.
Role Type	Set to Retailer.
Menu Authorities	Indicates the number of Menu Authority options that are allowed for the role. See Menu Authority Fields for a list of possible authority options.
Enable Role	Optionally, select this flag to provide the role authority to the user. Note that the admin user automatically has all authority, so does not require role assignment.

Organizations Fields

These fields are displayed at the third tab when you are viewing or updating a user. Use this tab to review or update the organizations assigned to the user.

No organizations allowed? The tab indicates if the user is not currently assigned to an organization. Even if the user is flagged as Active, assignment to an organization is required to use Order Orchestration or Store Connect.

Field	Description
Organization Description	The description of the organization. Optionally, enter a full or partial organization description in the search field above the descriptions to display organizations that contain with your entry.
Organization Code	The code identifying the organization.
Allow	Select this flag for an organization to provide the user with access to the organization. A user can have access to multiple organizations.
Default Organization	Use the Default Organization flag to select the default organization for the user. This change is effective the next time the user logs in. When the user advances to Modern View, this organization is displayed at the top of the screen. Also, data for this organization, such as orders, products, and locations, is displayed by default for the user in Classic View. Note that selecting a different default organization deselects the current default for the user.

Store Connect Fields

These fields are displayed at this tab when you are viewing or updating a user. Use this tab to review or update the organization, and the Store Connect locations for the organization where the user can log in. Note:

• If you change the organization assignment for a user who was previously assigned to one or more Store Connect locations, all locations previously assigned to the user in the previous organization are cleared.

• If you add a new organization and location assignment to a user who was not previously flagged for Store Connect access, Store Connect access is automatically assigned, generating a request to add the OBCS_Store_User role in IDCS or OCI IAM; see Identity Cloud User Synchronization for background. Note, however, that removing assignment from a user does not remove Store Connect access. Also, note that a user can be associated with only one Store Connect system.

• An alert icon indicates if no store locations are assigned to the user, regardless of whether the user is flagged for Store Connect access, and the tab displays a message indicating that no Store Connect locations have been assigned.

• This tab is displayed only if Use Store Connect is selected at the Tenant screen.

Field	Description
Organization	The organization that includes the Store Connect locations where the user has access. Select a new organization from the drop-down if you are assigning store locations to the user for the first time. Optionally, select a different organization if you need to remove any previously assigned locations for the user and instead assign the user to locations in a different organization. The locations displayed below are those associated with the selected organization. See the New Location screen for details on the following fields.
Location	A location that the user can log into when using Store Connect. Displayed as 123 — Sample Location, where 123 is the location code and Sample Code is the location name. Optionally, you can use the search field above the list of locations to restrict the displayed locations to those whose names contain your entry.
City	The city where the location is located.
State/Province	The state or province where the location is located.
Postal Code	The postal or zip code of the location’s address.
Region	The region defined for the location. Informational.
Allow	Select this flag for a location to provide the Store Connect user with access to the location. A Store Connect user can have access to multiple locations.