Manage Users

User management enables you to assign role-based access control to users and the tasks that they can perform on Admin module and Automation Studio. Each user's login account is uniquely identified with a username, password, and profile. 

Managing user allows you to do following:

• Add User
• Edit User

 

Accessing Manage Users

To access the manage users:
Go to User Management > Manage Users  

    
Adding User

You can add user in two ways:

• Single User
• Bulk Upload

 
Adding Single User

To add a single user:

1. Click Add User and then select the Add Single User option.
2. In the Unique Id field, enter the user's username and then click the Search link.
   
   

    

   • A Please enter user credentials page appears. You are required to enter following:
     • In the User Name field, enter the name of user with Super_Admin  access.
     • In the Password field, enter the valid password for the particular Super_Admin  user name entered. 
     • Then, click Submit. 
       
       

 

3. After verification, If the user is available in the active directory, then the details of particular user appear such as First Name, Last Name, and Email ID details is automatically populated from the user repository.  If the unique ID is not available in the active directory, an error message appears on the page as No Data Found.
3. By default, the Status field is set as active. You can set the user as inactive, whenever required.
3. Is Authorized field allows you to indicate whether a user is authorized to access Control Tower. This field also makes a user an eligible manager if, set to Yes.

 

 

6. Click Submit to add the user to the database. Click Cancel to discard the changes.

 

Bulk Uploading Users

Bulk upload enables you to upload multiple users at a time.  

To bulk upload a user:

1. Click Add User and then click Bulk Upload.
   
   

    

   • For uploading multiple users at a time, you need to enter user details in an excel sheet. The excel sheet (*.xlsx) is uploaded using a file upload control.
   • The worksheet should contain the following columns:
     • Unique_Id: Unique Id (username) of the user to be uploaded
     • Role_Name: Role name to be mapped to the user
     • Profile_Names: Profile names to be mapped to the user. These profile names must be comma separated.  
2. Click Download Data to download the template in excel format.
   • A pop-up message appears as Do you want to open or save <File name> from <Environment> on the page. Click Save to save the template.
   • If there are existing users with mapped roles and profiles, the downloaded file includes the data.
   • Update the excel sheet by either adding details of new users or updating data for existing users. You can even delete all the records from the excel sheet and upload only the required data. 

 

 

3. Click Choose File, navigate and select the excel file to bulk upload the data. The selected file appears in the text box.

 

 

4. Click Upload. The Please enter user credentials popup window appears.

 

    

5. In the Please enter user credentials window, enter the valid User Name and Password and then click Submit.
   • No Error Message:
     • If no error message is displayed on the page then, it indicates that the user information is updated successfully. The message Duplicate users are not added. Role and Profile mapping is successful. is displayed.
   • Error Message:
     • In case of any mismatch of data related to user an error information is displayed on the page.
       
       

        

     • Verify the changes from the User Mappings page and change the roles accordingly.

     • Click Export Results to download all the failed entries in an excel file. 
       
       
       
       

        

     • Excel sheet contains columns Error_Type which includes the error information for that particular entry.

     • Search or filter the type of error, correct the error and upload the excel file again. The Error_Type column can be removed before the upload. However, if the Error_Type column exists in the excel sheet, the information is still uploaded successfully. 

     • If any additional column is introduced in the template, apart from these 4 columns, the upload operation fails.

 

Editing User Details

By default, user repository is mapped to local Active Directory; however, you can edit details of the users such as first and last name, email address, and status. This is useful in scenarios where you may want to change the role of a user, when users forget their password, or when their email address has changed.

To edit the user's details:

1. Click Edit User.
   
   

 

The Edit user page is displayed.

 

NOTE:

All the preferences set for the selected user can be deleted from a database using the Reset Preferences link.

 

2. Select the user from the available list. 
   2. Click the Reset Preferences link to delete all the preferences set for the selected user from the database.
   2. A message appears as Implementation and Application-Level Preferences Reset on the page. 

NOTE:

The Unique ID field cannot be edited.

 

3. In the First Name field, specify the new first name for the user.
3. In the Last Name field, enter the new last name for the user.
3. In the Email Id field, enter the new Email Id for the user.

4. Select the Status option as per your preference. The Status field is active unless the user is set to inactive.

5. Is Authorized field indicates whether a user is authorized to access control tower or not. This also indicates if the user is eligible to become a manager or not.

6. Click Update to reflect the changes in the database or click Cancel to discard the changes.