Frequently Asked Questions About User Management

Roles provide a way to organize a set of application privileges, while groups provide a way to organize a set of user accounts. In general, you should create roles in SBM Composer to organize privilege sets for your applications. Then, create groups in Application Administrator to organize sets of users, and enable roles for those groups.

Users can continue to view data pertaining to deleted users, such as Change History records and data provided by these users, but be aware that some areas of your system may need to be modified when you delete user accounts. For details, refer to Deleting User Accounts.

Yes, you can select multiple user accounts and modify settings for all selected users. You can also modify multiple group accounts at once. For details, refer to Comparing and Changing User and Group Accounts.

You can also use the Import Users feature to update basic account information, such as product-access type, phone numbers, and e-mail addresses. For details, refer to About User Import.

For the User Workspace, modify user preferences for one or more users or groups to set an initial home page, determine which application opens when users log in, and set the tab order. For details, refer to Content Preferences.

For Serena Work Center, users view reports in Dashboard views. You can add report widgets to the system My Dashboard view for Home, applications, and application groups. For details, refer to Managing System Views.

Assign Remote Administration product access to the user, and then assign administrative privileges to specific applications, users, groups, and more. This enables you to easily delegate administrative tasks among different users while maintaining security of your overall system. For details, refer to Managing Administrators.