Managing users
Who is this article for?
Administrators who manage users.
Defined responsibilities and elevated access required.
A user is an individual who interacts with the operating system to perform tasks or access services and information. Each user is uniquely identified with an identifier and password or SSO credentials.
From the Administration Settings Users screen a User Admin can view all users in the system by clicking Search or by entering filters. New Users can be created by selecting the “New” button on the Users screen's toolbar.
Typical actions when modifying a profile are:
- User contact information
- Setting the User Type (used for automatically disabling inactive accounts)
- Assigning the Preferred UI and Time Zone
- Hide My Profile settings such as contact information, passwords, notifications, and alternates.
- Re-enabling a user after they've been locked out due to too many unsuccessful login attempts
- Resetting a Password
- Setting Notification Preferences
- Setting SSO (Single Sign On) Behaviors (accounts can be set to not require the use of SSO)
- Assigning roles and reporting authorities
- Setting IP Restrictions (typically used for interface accounts)
User administration screen:
Once a user has been created, a Person object is created using the Person module. Person module fields can be customized to fit the needs of the subscribers or applications such as department, manager, title, etc.