Users

This tab is used to define the individual users and groups of users (security groups) who will be working. If you already have users set up in an existing Microsoft Windows server or Lightweight Directory Access (LDAP) server, you can import them. A resource can also be created from the Resource Pool tab in the Resources module. This automatically creates a user in the Security tab. Resources created from the Resources module will need to be activated and assigned a license before they can be allocated or assigned.

Adding a user

There are two ways to add users. You can import them from a directory service such as Active Directory or Novell eDirectory. The other way to add users from the Manage Users module.

To add a user

From the application toolbar, click Setup, and then choose Manage Users.
Click Add.
Under User Properties, enter the first name, last name, email address, and user name for the user.
Click Save.

Assigning a user to a license

After you have created or imported a user, you must assign the user to a license and then assign the user to the applicable security roles and security groups. Users are assigned to licenses. Users should then be assigned to a security group before being assigned to a security role. Using a security group to assign groups of users to a security role can simplify the tracking and management of permissions for users.

To assign a user to a license

From the application toolbar, click Setup, and then select Manage Users.
Select the Security tab.
Select the Users tab.
Select a user.
Under Licenses, select the check box next to each license you want to assign to the user. The license you assign the user to should be appropriate to the user's responsibilities in your organization.
Click OK.

Deleting a user

If the user is no longer needed, you can delete it. It is recommended that you inactivate a user instead of deleting it.

To delete a user

From the application toolbar, click Setup, and then select Manage Users.
Select the Security tab.
Select the Users tab.
Select a user.
Click Delete. Confirm. It is recommended that you inactivate users instead of deleting them.

Editing a user

Make your changes and then save them. Note that editing the user's first or last name will also change it anywhere else it is used in other modules.

To edit a user

From the application toolbar, click Setup, and then select Manage Users.
Select the Security tab.
Select the Users tab.
Make your changes.
Click Save.

Inactivating a user

If the user is no longer needed, you can inactivate it.

To inactivate a user

From the application toolbar, click Setup, and then select Manage Users.
Select the Security tab.
Select the Users tab.
Select the name of the user you want to inactivate.
De-select Active.
Click Save.

Viewing a user

Users can be viewed from the Users tab in the Manage Users module.

To view a user

From the application toolbar, click Setup, and then select Manage Users.
Select the Security tab.
Select the Users tab.