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Manage Users/Contacts Page

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Refer to the Add New User/Contact section for a description of the fields on the Invite/Edit User page.

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The Invite/Edit User page is made up of 4 sections: Personal Information, Roles, Row Level Security and Authorized Lookup Security.  This information is also discussed in the Add New User/Contact documentation. 

 

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 Personal Information

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To add, delete or change roles for a user, click on Add or Delete. Use the drop down to change an existing Role to a new Role without adding or deleting Roles.

 
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FieldBehavior
Add
  • Adds a new row and allows you to assign a separate role for the user
  • If a user has more than one role assigned they will have to choose which role they want to start with at sign on and can switch to the other role at anytime in they need to perform an action with the other role
Delete
  • Deletes that role
  • A user must have at least one Role assigned in order to save any changes
Roles
  • Use the drop down to choose a Role
  • If the user is simply changing Roles, use the dropdown to pick the new Role for this user
    • i.e. Change the user from a Process Administrator to a System Administrator

 Row Level Security

  The System Administrator is required to fill out all fields in the Row Level Security section.  These define the range of the new user’s interactions.  These fields will determine the consoles that appear in the 'Authorized Security Lookup' section. 

FieldBehavior
Company (Required)
  • Enter or Search for Full Company ID Number
  • Used to define the Company in which the User will be able to interact
Business Unit (Required)
  • Enter or Search for Full Business Unit ID
  • Used to define the Business Unit in which the User will be able to interact
Department (Required)
  • Enter or Search for Full Department ID
  • Used to define the Department in which the User will be able to interact
Location (Required)
  • Enter or Search for Full Location ID
  • Used to define the Location in which the User will be able to interact

 

When searching (clicking on In the lookup ), it displays Lookup Security Group page. any Security Group that has been defined for the corresponding attribute can be specified.  This allows the System Administrator to define the scope of the new user to be as wide or as narrow as desiredrequired.

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Security Group Look Up for Business Unit

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 Authorized Lookup Security

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This depends on the status of the invitation.

If the user's invitation status is not Invitation Completed, you can change any of the user's information:  personal information, roles, and/or security.

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If the user's invitation status is Invitation Completed, you can change all of the user's information except their email and phone information.  The user can change those using the My Profile feature.

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Invitation StatusWhat can be modified

Invitation Created

Invitation Launched

  • All fields including the personal information. roles and/or security are ediatble by the System administrator
 

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Invitation StatusWhat can be modified

Invitation In Progress

Invitation Completed

  • Email and Phone Number fields are read only
  • Email and Phone Number fields can be maintained by the user on the My Profile page
  • Email and Phone Numbers require verification and only the user can verify
  • All other fields are editable
 

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