Users Setup
A user is a person who has access to this system, can be a member of roles/groups, and can have work items assigned to them. By default, a user has full access and through the use of roles, those privileges can be restricted. This page allows for the creation and administration of a user including the ability to set or reset passwords, locale, unlock an account, and so on.
Navigating to Users
To access Users, select User Management > Users from the left-hand navigation menu (or select Users directly from the right-hand side of the page):
Users Grid Tabs Description
The Users lists all the users that currently exist in the selected solution. The following information is displayed for each user:
| Attribute | Description |
|---|---|
Actions | Lists the actions available for each user such as delete, edit, and resource. |
Active | Indicates if the user is currently active and can log into the tenancy. |
| Disabled | Indicates if the user is currently disabled and currently cannot log into the tenancy. |
Full Name | Name of the user; the name is a hyperlink. To access the user details, click on the hyperlink. |
Last Login | Date and name of the user last successfully logged into the tenancy. |
| Last Modified | Date and name of the person who last modified the user record. |
Login Type | Indicates if the user is a database user (created using the User Management feature described in the following pages) or a Federated user (created by an Active Directory or SAML process). |
Username | The username of the user (entered into the username field on the login page). |
The following actions are available for users:
| Screen Icons | ||
| Prints the current page | |
Help | | Opens the Help Window |
| List Actions | ||
Multiple Delete | | With Selected Do provides for deleting multiple selected users |
New User | | Displays a new user form |
Export |
| Exports data to an Excel file |
| Sync with Active Directory |
| If Active Directory has been connected to the system for identity management, clicking this button will trigger a manual Active Directory refresh |
Refresh |
| Refreshes the list |
| Hide quick help |
| Hides the shaded yellow quick help area |
| Row Actions | ||
Edit | | Opens the user detail form for editing |
Delete | | Deletes a user |
Resource |
| TBC |
| Search Actions | ||
| Search |
| Search for the term entered in the search text field |
| Clear Search |
| Clear the text entered in the search text field |
