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Return to Managing Users.
Contents
- 1 Managing Users
- 1.1 Create a New User
- 1.2 Editing an Existing User
- 1.3 Provisioning a User
- 1.4 Replacing a User
- 1.5 Deprovisioning a User
- 1.6 Set preferences for user using Bulk actions
- 1.7 Adding a Secondary Owner
- 1.8 Adding a Secondary Owner using Excel Add-in
- 1.9 Adding a Secondary Owner using Legacy Upload
- 1.10 User entity supporting the Secondary Owner role
Managing Users[edit]
Depending upon how ICI is configured in your organization, there are two ways to create a new user in ICI.
1. Using the "Create User" tile on the UI
2. Adding the users in the Active Directory through technical configuration.
The user administrators can set the preferences as default for users according to their locations or offices they work in, while creating or editing a user. This reduces the end user’s efforts of setting up the ICI account with required parameters after first log-in and presents the system with appropriate and specific pre-settings.
Administrator can:
- Set and manage preferences for single user through single user update and for multiple users through bulk process.
- View preference settings modifications details in the history tab for audit.
- Search users based on parameters related to preference settings.
With the pre-set preferences by Administrators, standard ICI users can:
- Access the ICI system with appropriate details as default after first login.
- Override the default preference settings as per individual preferences
Create a New User [edit]
1. Click the Users tile on the Admin" page. The Users page opens. This page displays the list of users and their details such as Name, Email ID, Organization Unit. You can also see the User’s Culture Code (Preferred language). ICI identifies user language from the value they have selected for language in Preferences. On this page, you can view the User Details or replace a user.
2. Click the Create User tile on the Users page. The Create User page opens.
The page consists of the following tabs:
- Details
- Preferences
- Team
Enter the information in each tab as follows and click Next to go to the next tab.
The Details tab is divided into two areas:
- Personal Details
- Work Details
Personal Details
| Type the first name of the user. | ||||||||||
| Type the e-mail address of the user. |- | Click the Organization Structure icon and select the organization unit of the user. |- | Select whether the user is Internal or External. Internal users appear while you create internal approver rule and external users appear while you create external approver rule. |- | Select Yes if you want to set the user as an administrator. |- | Click the Add User icon to add supervisor. In the Select User dialog box, select supervisor user, and then click Add. Alternatively, in the Search User box, type the name of the desired user, and then click the Magnifying glass icon. Use the scroll arrows to scroll through users. |}
Note: The Select User dialog box displays the supervisors that are in the selected organization unit. Only active ICI users are displayed.
The user receives email notifications of access expiry in the following events:
|
