From ICIHelp8.1
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= Managing Users = | = Managing Users = | ||
| − | + | Depending upon how ICI is configured in your organization, there are two ways to create a new user in ICI. | |
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| + | 1. Using the "Create User" tile on the UI | ||
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| + | 2. Adding the users in the Active Directory through technical configuration. | ||
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| + | 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. | ||
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| + | <br/> Administrator can: | ||
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| + | *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: | ||
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| + | *Access the ICI system with appropriate details as default after first login. | ||
| + | *Override the default preference settings as per individual preferences | ||
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| + | == Create a New User == | ||
| + | |||
| + | 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. | ||
<div class="image-green-border">2. '''Click''' the Create User tile on the Users page. The Create User page opens.</div> <div class="image-green-border">[[File:Muser1.png|600px|Muser1.png]]</div> | <div class="image-green-border">2. '''Click''' the Create User tile on the Users page. The Create User page opens.</div> <div class="image-green-border">[[File:Muser1.png|600px|Muser1.png]]</div> | ||
| − | The page consists of the following tabs: * | + | The page consists of the following tabs: |
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| + | *Details | ||
| + | *Preferences | ||
| + | *Team | ||
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| + | '''Enter''' the information in each tab as follows and '''click''' Next to go to the next tab. | ||
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| + | The Details tab is divided into two areas: | ||
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| + | *Personal Details | ||
| + | *Work Details | ||
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| + | '''Personal Details''' | ||
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| + | {| |- ! '''Field''' ! style="text-align: left;" | '''Action''' |- | ||
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| + | | First Name | '''Type''' the first name of the user. | ||
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| + | |- | '''Last Name''' | '''Type''' the last name of the user. |- | ||
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| + | | '''Email Address''' | '''Type''' the e-mail address of the user. |- | ||
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| + | | '''Organization Unit''' | '''Click''' the Organization Structure icon and '''select''' the organization unit of the user. |- | ||
| + | |||
| + | | '''Type of 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. |- | ||
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| + | | '''Is Administrator''' | '''Select''' Yes if you want to set the user as an administrator. |- | ||
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| + | | '''Supervisor User''' | '''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. |} | ||
<div class="note-box">'''Note''': The Select User dialog box displays the supervisors that are in the selected organization unit. Only active ICI users are displayed.</div> | <div class="note-box">'''Note''': The Select User dialog box displays the supervisors that are in the selected organization unit. Only active ICI users are displayed.</div> | ||
| − | The user receives email notifications of access expiry in the following events: {| |- ! '''Field''' ! style="text-align: left;" | '''Action''' |- | '''Hierarchy Level''' | '''Type''' or '''select''' a positive integer number. The number depends on your organization hierarchy. For example, for some organizations, hierarchy level one may be the top level while for some organizations hierarchy level 10 may be the top level. |- | '''Is Authorized Signatory''' | Select '''Yes''' if you want the user to be authorized signatory for agreement. The user appears as internal or external signatory as follows: *'''Internal Signatory''': If the user type is Internal. *'''External Signatory''': If the user type is external. |- | '''Assign User Group''' | '''Click''' the Add User icon to assign user group. In the Assign User Groups dialog box, '''select''' user group. '''Click''' Add. |- | '''Assign Security Group''' | '''Click''' the Add User to assign security group. In the Assign Security Groups dialog box, '''click''' to select security group, and then '''click''' Add. |- | '''Access Expiry Date''' | '''Select''' the expiry date for the user. After this date the user access to ICI is disabled. '''Note''': If you are an administrator, you can change the access expiry date to a future date allowing the user to access ICI till the newly specified date. |} The user receives email notifications in the event of access expiry as follows: *One day before the access expiry date. *After the user access expires. *If admin changes the access expiry date. {| |- ! style="text-align: left;" | '''Event''' ! style="text-align: left;" | '''Subject Line''' |- | One day before the access expiry date | ICI Notification: Access of User [FullName] is expiring on [AccessExpiryDate]. |- | After the user access expires | ICI Notification: Access of User [FullName] is expired on [AccessExpiryDate]. |- | If admin changes the access expiry date | ICI Notification: Access expiry date of user [FullName] is modified as [AccessExpiryDate]. |} '''Work Details''' Configure the attributes to display in the Work Details area as per the requirement of your organization. You can create these attributes in the Contract Type - Masterdata which is pre-configured according to the requirements of your organization.<br/> The list of attributes in the Masterdata type must have the attribute named User with the data type as User.<br/> Rest of the attributes vary as per the organizational requirements. 3. '''Click''' Next. The Preferences tab opens. The Preferences tab contains User Settings and Locale Settings, through which Administrators can set the default preferences for a user. For example, Language as English (United States).<br/> The details are pre-populated based on the Type of User selected on the Details tab. The Theme color is pre-selected as per the Default User Theme or External User Default Theme set in User Theme of Application Settings for the selected Type of User. | + | The user receives email notifications of access expiry in the following events: |
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| + | {| |- ! '''Field''' ! style="text-align: left;" | '''Action''' |- | '''Hierarchy Level''' | '''Type''' or '''select''' a positive integer number. The number depends on your organization hierarchy. For example, for some organizations, hierarchy level one may be the top level while for some organizations hierarchy level 10 may be the top level. |- | ||
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| + | | '''Is Authorized Signatory''' | Select '''Yes''' if you want the user to be authorized signatory for agreement. The user appears as internal or external signatory as follows: *'''Internal Signatory''': If the user type is Internal. *'''External Signatory''': If the user type is external. |- | ||
| + | |||
| + | | '''Assign User Group''' | '''Click''' the Add User icon to assign user group. In the Assign User Groups dialog box, '''select''' user group. '''Click''' Add. |- | ||
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| + | | '''Assign Security Group''' | '''Click''' the Add User to assign security group. In the Assign Security Groups dialog box, '''click''' to select security group, and then '''click''' Add. |- | ||
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| + | | '''Access Expiry Date''' | '''Select''' the expiry date for the user. After this date the user access to ICI is disabled. '''Note''': If you are an administrator, you can change the access expiry date to a future date allowing the user to access ICI till the newly specified date. |} | ||
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| + | The user receives email notifications in the event of access expiry as follows: | ||
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| + | *One day before the access expiry date. | ||
| + | *After the user access expires. | ||
| + | *If admin changes the access expiry date. | ||
| + | |||
| + | {| |- ! style="text-align: left;" | '''Event''' ! style="text-align: left;" | '''Subject Line''' |- | ||
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| + | | One day before the access expiry date | ICI Notification: Access of User [FullName] is expiring on [AccessExpiryDate]. |- | ||
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| + | | After the user access expires | ICI Notification: Access of User [FullName] is expired on [AccessExpiryDate]. |- | | ||
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| + | If admin changes the access expiry date | ICI Notification: Access expiry date of user [FullName] is modified as [AccessExpiryDate]. |} | ||
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| + | '''Work Details''' | ||
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| + | Configure the attributes to display in the Work Details area as per the requirement of your organization. You can create these attributes in the Contract Type - Masterdata which is pre-configured according to the requirements of your organization.<br/> The list of attributes in the Masterdata type must have the attribute named User with the data type as User.<br/> Rest of the attributes vary as per the organizational requirements. | ||
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| + | 3. '''Click''' Next. The Preferences tab opens. | ||
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| + | The Preferences tab contains User Settings and Locale Settings, through which Administrators can set the default preferences for a user. For example, Language as English (United States).<br/> The details are pre-populated based on the Type of User selected on the Details tab. The Theme color is pre-selected as per the Default User Theme or External User Default Theme set in User Theme of Application Settings for the selected Type of User. | ||
<div class="image-green-border">[[File:MU123.PNG|600px|MU123.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> | <div class="image-green-border">[[File:MU123.PNG|600px|MU123.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> | ||
| − | When the user sets the individual preferences, the settings will override the default preferences settings and will reflect in this Preferences tab for Edit User wizard. 4. '''Edit''' the details as required. 5. '''Click''' Next. The Team tab opens. 6. '''Select '''the appropriate user as an Approver, and then '''click''' Add. 7. '''Click''' Create. The Users page appears that displays the user you have created. == Editing an Existing User == You can modify the existing user account information whenever required. To edit a user:<br/> 1. On the User Administration page, '''click''' the Users tile. The Users page opens displaying a list of existing users . 2. '''Click''' the View Record iocn next to the desired user. The User Details page appears. The page displays the following tabs: *'''Details''': Displays personal and work details of the user. *'''OrgGroups''': Displays the Organization Group the user is assigned to. *'''Security Groups''': Displays the Security groups the user is assigned to. *'''User Groups''': Displays the user groups the user is assigned to. *'''History''': Displays the history of all the changes done in the user details with date/time of change. 3. '''Click''' Edit''' '''to open the Edit User page. 4. On the Details tab, edit the user information, if any, and '''click''' Next to open the Team tab. 5. On the Team tab, add or remove the team members, and then '''click''' Next to open the Org Groups tab 6. On the Org Groups tab, '''click''' the Add icon next to Organization Group. The Select Org Groups dialog box appears. List of already selected organization groups appears in the dialog box. 7. Under Select Org Groups, '''click''' to select a group. Alternatively, in the Search box, '''type''' the name of the group, and '''click''' the Search icon.<br/> You can select new organization groups and remove those that user doesn't need to be a part of. 8. '''Click''' Add. The selected user appears in the Org Groups tab. 9. '''Click''' Update. The user information gets updated. == Provisioning a User == Provision a user feature is used to enable an existing user to login to the system. The provisioned user can perform tasks as per the privileges assigned by the administrator.<br/> With ICI, you can provision users from the available list of users that are present in active directory. To provision users: 1. '''Click '''the User Administration tile. | + | When the user sets the individual preferences, the settings will override the default preferences settings and will reflect in this Preferences tab for Edit User wizard. |
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| + | 4. '''Edit''' the details as required. | ||
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| + | 5. '''Click''' Next. The Team tab opens. | ||
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| + | 6. '''Select '''the appropriate user as an Approver, and then '''click''' Add. | ||
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| + | 7. '''Click''' Create. The Users page appears that displays the user you have created. | ||
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| + | == Editing an Existing User == | ||
| + | |||
| + | You can modify the existing user account information whenever required. | ||
| + | |||
| + | '''To edit a user:''' | ||
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| + | <br/> 1. On the User Administration page, '''click''' the Users tile. The Users page opens displaying a list of existing users . | ||
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| + | 2. '''Click''' the View Record iocn next to the desired user. The User Details page appears. The page displays the following tabs: | ||
| + | |||
| + | *'''Details''': Displays personal and work details of the user. | ||
| + | *'''OrgGroups''': Displays the Organization Group the user is assigned to. | ||
| + | *'''Security Groups''': Displays the Security groups the user is assigned to. | ||
| + | *'''User Groups''': Displays the user groups the user is assigned to. | ||
| + | *'''History''': Displays the history of all the changes done in the user details with date/time of change. | ||
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| + | 3. '''Click''' Edit''' '''to open the Edit User page. | ||
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| + | 4. On the Details tab, edit the user information, if any, and '''click''' Next to open the Team tab. | ||
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| + | 5. On the Team tab, add or remove the team members, and then '''click''' Next to open the Org Groups tab | ||
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| + | 6. On the Org Groups tab, '''click''' the Add icon next to Organization Group. The Select Org Groups dialog box appears. List of already selected organization groups appears in the dialog box. | ||
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| + | 7. Under Select Org Groups, '''click''' to select a group. Alternatively, in the Search box, '''type''' the name of the group, and '''click''' the Search icon. | ||
| + | |||
| + | <br/> You can select new organization groups and remove those that user doesn't need to be a part of. | ||
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| + | 8. '''Click''' Add. The selected user appears in the Org Groups tab. | ||
| + | |||
| + | 9. '''Click''' Update. The user information gets updated. | ||
| + | |||
| + | == Provisioning a User == | ||
| + | |||
| + | Provision a user feature is used to enable an existing user to login to the system. The provisioned user can perform tasks as per the privileges assigned by the administrator.<br/> With ICI, you can provision users from the available list of users that are present in active directory. | ||
| + | |||
| + | To provision users: | ||
| + | |||
| + | 1. '''Click '''the User Administration tile. | ||
<div class="image-green-border">2. '''Click '''the Users tile. The User Administration page opens. Alternatively, go to the User Groups tile to select a user group. </div> <div class="image-green-border"> </div> <div class="image-green-border">3. '''Click '''the Provision Users tile. The Users page opens and a list of users are displayed. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Muser 3.png|600px|Muser 3.png]]</div> | <div class="image-green-border">2. '''Click '''the Users tile. The User Administration page opens. Alternatively, go to the User Groups tile to select a user group. </div> <div class="image-green-border"> </div> <div class="image-green-border">3. '''Click '''the Provision Users tile. The Users page opens and a list of users are displayed. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Muser 3.png|600px|Muser 3.png]]</div> | ||
4. '''Select '''a user from the Active Directory Users list and move to the Selected Users list by clicking the right arrow. For example, src buyer 01 | 4. '''Select '''a user from the Active Directory Users list and move to the Selected Users list by clicking the right arrow. For example, src buyer 01 | ||
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<div class="image-green-border">[[File:Muser 6.png|800px|Muser 6.png]]</div> | <div class="image-green-border">[[File:Muser 6.png|800px|Muser 6.png]]</div> | ||
8. '''Click''' OK to go back to the Provision User page. The value (/Icertis/autoproducts) for the user AE User13 is now visible in the Organization Unit field. | 8. '''Click''' OK to go back to the Provision User page. The value (/Icertis/autoproducts) for the user AE User13 is now visible in the Organization Unit field. | ||
| − | <div class="image-green-border">9. '''Toggle '''the Is Administrator button on the Personal Details tab to Yes if you want to add the user as an Administrator.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Muser 7.png|800px|Muser 7.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">10. '''Click '''Next. The Preferences tab opens. The details are pre-populated based on the Type of User selected on the Details tab.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Muser 8.png|800px|Muser 8.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">11. '''Set '''or edit the details for User Settings and Locale Settings. For example, Language as English (United States). </div> <div class="image-green-border">ICI supports localization to better connect with global customers by translating values in local languages using its Translations Editor tool. The ICI UI will display localized values in the selected language across ICI for: *Alias Master *Status and Business Status *Type of paper *Signature Type and Signature Sequence *Choice and Multi-choice attributes *Contract Type Description *Default text in the search field *Notification Category and Events *Reason Codes *Association entities assembled as a file, table or saved search as a table in a single as well as bilingual template. The localization covers data types such as Masterdata Lookup (String Attributes), Choice/Multi-choice, Date and Time format, Percentage, Number, Boolean and Currency attributes format in Icertis Experience for Word. Additional localization support is now provided for attribute groups and extension attributes on ICI Web.<br/> The UI elements will be displayed in English if there are no local values available in preferred language for that specific element in the ICI system.<br/> When the localization is not defined, the attribute values for association entities will be displayed in a language depending on specified business criteria. Refer to the [[Localizing_ICI|Localization support across ICI for]] more details on the business scenarios.<br/> The details are pre-populated based on the Type of User selected on the Details tab.</div> <div class="image-green-border">12. '''Click''' Next. The Work Details tab opens. You can view or enter the official details of the user such as Department Name, Department Head, Department Code, and so on.</div> | + | <div class="image-green-border">9. '''Toggle '''the Is Administrator button on the Personal Details tab to Yes if you want to add the user as an Administrator.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Muser 7.png|800px|Muser 7.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">10. '''Click '''Next. The Preferences tab opens. The details are pre-populated based on the Type of User selected on the Details tab.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Muser 8.png|800px|Muser 8.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">11. '''Set '''or edit the details for User Settings and Locale Settings. For example, Language as English (United States). </div> <div class="image-green-border"> </div> <div class="image-green-border">ICI supports localization to better connect with global customers by translating values in local languages using its Translations Editor tool.</div> <div class="image-green-border"> </div> <div class="image-green-border">The ICI UI will display localized values in the selected language across ICI for: *Alias Master *Status and Business Status *Type of paper *Signature Type and Signature Sequence *Choice and Multi-choice attributes *Contract Type Description *Default text in the search field *Notification Category and Events *Reason Codes *Association entities assembled as a file, table or saved search as a table in a single as well as bilingual template. </div> <div class="image-green-border"> </div> <div class="image-green-border">The localization covers data types such as Masterdata Lookup (String Attributes), Choice/Multi-choice, Date and Time format, Percentage, Number, Boolean and Currency attributes format in Icertis Experience for Word. Additional localization support is now provided for attribute groups and extension attributes on ICI Web.</div> <div class="image-green-border"><br/> The UI elements will be displayed in English if there are no local values available in preferred language for that specific element in the ICI system.</div> <div class="image-green-border"><br/> When the localization is not defined, the attribute values for association entities will be displayed in a language depending on specified business criteria. Refer to the [[Localizing_ICI|Localization support across ICI for]] more details on the business scenarios.</div> <div class="image-green-border"><br/> The details are pre-populated based on the Type of User selected on the Details tab.</div> <div class="image-green-border"> </div> <div class="image-green-border">12. '''Click''' Next. The Work Details tab opens. You can view or enter the official details of the user such as Department Name, Department Head, Department Code, and so on.</div> |
| − | 13.'''Click''' Save. The User src buyer01 saved in ICI successfully message is displayed. 14. '''Click''' OK. The Users page opens. You can now view the record for the user on the Users Index page. | + | 13.'''Click''' Save. The User src buyer01 saved in ICI successfully message is displayed. |
| + | |||
| + | 14. '''Click''' OK. The Users page opens. You can now view the record for the user on the Users Index page. | ||
<div class="image-green-border">[[File:Muser 9.png|700x100px|Muser 9.png]]</div> | <div class="image-green-border">[[File:Muser 9.png|700x100px|Muser 9.png]]</div> | ||
15. '''Click''' View Record on the Users Index page to view the details or verify the team of the user src buyer 01. | 15. '''Click''' View Record on the Users Index page to view the details or verify the team of the user src buyer 01. | ||
<div class="image-green-border">[[File:Muser 10.png|650px|Muser 10.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> | <div class="image-green-border">[[File:Muser 10.png|650px|Muser 10.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> | ||
| − | 16. '''Select''' the Send for Approval button to get an approval for the user . The User Detail page opens. 17. '''Click''' the Provision button to provision user in ICI. The Add Note window opens. 18. '''Click''' the Add button after adding a note. The User Details page opens displaying the record for the user with the status as Provisioned. | + | 16. '''Select''' the Send for Approval button to get an approval for the user . The User Detail page opens. |
| + | |||
| + | 17. '''Click''' the Provision button to provision user in ICI. The Add Note window opens. | ||
| + | |||
| + | 18. '''Click''' the Add button after adding a note. The User Details page opens displaying the record for the user with the status as Provisioned. | ||
<div class="image-green-border"> </div> | <div class="image-green-border"> </div> | ||
| − | == Replacing a User == ICI has a provision to replace User A with User B for a specific role. This may be necessary in several scenarios, such as User A was incorrectly assigned initially, an account may be delinquent for an extended period of time, or the owner is busy. All tasks and actions that would otherwise have gone to User A (per his/her role), will now go to User B instead. Though User A is replaced by User B, they both will receive the notifications for the replacement happening. For example, John has the roles of primary owner and approver. If he is replaced by Mary for the primary owner role, all tasks/actions for that role will be sent to Mary going forward. John will not receive any notifications at all. However, he will continue to have all the privileges of an approver and get all notifications for that role. The replacement of the user can be reversed anytime when required. The replace user functionality is available in Agreements and Amendments, Requests and Associated Documents only. However, the replacement can happen in any state, as long as the Replace User icon is available. The replacement can be done by any user with the following roles having the replace user privilege: *Primary owner *Contract admin *Secondary owner *Contributor *Observer *Business owner These roles cannot replace user: *Approver *Deviation Approver *Internal Signatory *External Signatory *Reviewer *External Reviewer *Contract Requester *External User 1. '''Click '''the Replace User button next to the record for the user that you want to deprovision. For example, Alon Carlton. You can search a user on the Replace User window. | + | == Replacing a User == |
| + | |||
| + | ICI has a provision to replace User A with User B for a specific role. | ||
| + | |||
| + | This may be necessary in several scenarios, such as User A was incorrectly assigned initially, an account may be delinquent for an extended period of time, or the owner is busy. | ||
| + | |||
| + | All tasks and actions that would otherwise have gone to User A (per his/her role), will now go to User B instead. Though User A is replaced by User B, they both will receive the notifications for the replacement happening. | ||
| + | |||
| + | For example, John has the roles of primary owner and approver. If he is replaced by Mary for the primary owner role, all tasks/actions for that role will be sent to Mary going forward. John will not receive any notifications at all. However, he will continue to have all the privileges of an approver and get all notifications for that role. | ||
| + | |||
| + | The replacement of the user can be reversed anytime when required. The replace user functionality is available in Agreements and Amendments, Requests and Associated Documents only. However, the replacement can happen in any state, as long as the Replace User icon is available. | ||
| + | |||
| + | The replacement can be done by any user with the following roles having the replace user privilege: | ||
| + | |||
| + | *Primary owner | ||
| + | *Contract admin | ||
| + | *Secondary owner | ||
| + | *Contributor | ||
| + | *Observer | ||
| + | *Business owner | ||
| + | |||
| + | These roles cannot replace user: | ||
| + | |||
| + | *Approver | ||
| + | *Deviation Approver | ||
| + | *Internal Signatory | ||
| + | *External Signatory | ||
| + | *Reviewer | ||
| + | *External Reviewer | ||
| + | *Contract Requester | ||
| + | *External User | ||
| + | |||
| + | 1. '''Click '''the Replace User button next to the record for the user that you want to deprovision. For example, Alon Carlton. You can search a user on the Replace User window. | ||
<div class="image-green-border">[[File:Muser 11.png|720px|Muser 11.png]]</div> | <div class="image-green-border">[[File:Muser 11.png|720px|Muser 11.png]]</div> | ||
| − | 2. '''Select''' an Action(s). For example, Agreement Team, Template Team, and so on. 3. '''Select''' the user that you want to replace. For example, Alan Carlton. 4. '''Click '''the Replace User button. A popup Information Message is displayed indicating that the User replace request is submitted and check back after you receive a notification email. | + | 2. '''Select''' an Action(s). For example, Agreement Team, Template Team, and so on. |
| + | |||
| + | 3. '''Select''' the user that you want to replace. For example, Alan Carlton. | ||
| + | |||
| + | 4. '''Click '''the Replace User button. A popup Information Message is displayed indicating that the User replace request is submitted and check back after you receive a notification email. | ||
<div class="image-green-border">5. '''Click '''OK. </div> | <div class="image-green-border">5. '''Click '''OK. </div> | ||
6. When you receive the notification email, the user will be replaced. | 6. When you receive the notification email, the user will be replaced. | ||
<div class="image-green-border">[[File:Muser 12.png|600px|Muser 12.png]]</div> | <div class="image-green-border">[[File:Muser 12.png|600px|Muser 12.png]]</div> | ||
| − | == Deprovisioning a User == It is imperative to replace the user in ICI before deprovisioning. To deprovision a user: 1. '''Click '''View Record on the Users Index page to select a provisioned user or verify the team of the user AE User 8. 2. '''Click''' the Deprovision button. A popup Information Message opens indicating that it is necessary to initiate the Replace User activity to replace the de-provisioned user in ICI. | + | == Deprovisioning a User == |
| + | |||
| + | It is imperative to replace the user in ICI before deprovisioning. | ||
| + | |||
| + | To deprovision a user: | ||
| + | |||
| + | 1. '''Click '''View Record on the Users Index page to select a provisioned user or verify the team of the user AE User 8. | ||
| + | |||
| + | 2. '''Click''' the Deprovision button. A popup Information Message opens indicating that it is necessary to initiate the Replace User activity to replace the de-provisioned user in ICI. | ||
<div class="image-green-border">[[File:Muser 13.png|600px|Muser 13.png]]</div> | <div class="image-green-border">[[File:Muser 13.png|600px|Muser 13.png]]</div> | ||
| − | 3. '''Click''' OK. The Add Note window opens. You can add a note to indicate the reason for deprovisioning the user or the user group. 4. '''Select''' a Reason Code from the drop-down list. 5. '''Click''' Add to add the note. The Users page opens. | + | 3. '''Click''' OK. The Add Note window opens. You can add a note to indicate the reason for deprovisioning the user or the user group. |
| + | |||
| + | 4. '''Select''' a Reason Code from the drop-down list. | ||
| + | |||
| + | 5. '''Click''' Add to add the note. The Users page opens. | ||
<div class="image-green-border">[[File:Muser 14.png|600px|Muser 14.png]]</div> | <div class="image-green-border">[[File:Muser 14.png|600px|Muser 14.png]]</div> | ||
6. '''Click '''the Deprovision button. The user is now deprovisioned. | 6. '''Click '''the Deprovision button. The user is now deprovisioned. | ||
| − | <div class="image-green-border"> </div> <div class="image-green-border"> | + | <div class="image-green-border"> </div> |
| − | == Adding a Secondary Owner == === Adding a Secondary Owner using the ICI User Interface === The Secondary Owner can be a user or a user group. The user group can either be Administrator group or a combination of an Administrator and Non-Administrator user. To add a Secondary Owner using the ICI UI: 1. '''Click''' View Record on the Users Index page to select a provisioned user or verify the team of the user AE User 8. | + | == Set preferences for user using Bulk actions == |
| + | <div class="image-green-border"> </div> <div class="image-green-border">Administrators can set the default preferences for users in bulk through User Provisioning and Import Users from Active Directory while creating users and through Update User action while updating existing users in Bulk Actions. </div> <div class="image-green-border"> </div> <div class="image-green-border">'''To set default preference while creating users:'''</div> <div class="image-green-border"> </div> <div class="image-green-border">1. '''Click '''Bulk Actions > Create New on the Home page. The Details tab of the Create page for Bulk Action Management opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Muser 15.png|700px|Muser 15.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Select''' the Bulk Upload Action. For example, Import Users from Active Directory.</div> <div class="image-green-border"> </div> <div class="image-green-border">3. '''Click '''Generate Workbook.</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> [[File:Muser 16.png|600px|Muser 16.png]]<br/> <br/> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">The Add Batch page opens with the generated Excel workbook. For example, UserInformation_20201216171853.xlsx. </div> <div class="image-green-border"> </div> <div class="image-green-border">4. '''Open''' the workbook. The workbook will contain all user attributes along with all the Preferences setting attributes</div> <div class="image-green-border"> </div> <div class="image-green-border"> . [[File:7.15 573339 6.png|600px|7.15 573339 6.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">5. '''Enter''' or Select the details from the drop-down to set the preferences. <br/> When no preferences values are selected, the default preferences are set for that user.</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">6. '''Complete '''the user import action by following Upload the workbook and Add Batch Bulk Actions workflow steps. <br/> </div> <div class="image-green-border">The users will be added to the ICI with the pre-set default Preferences.<br/> <br/> ''' To set default preference while updating existing users:'''</div> <div class="image-green-border"> </div> <div class="image-green-border">1. '''Click''' Bulk Actions > Update Existing on the Home page. The Details tab of the Update page for Bulk Action Management opens. </div> <div class="image-green-border">[[File:Muser 17.png|720px|Muser 17.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Select '''the Bulk Upload Action. For example, Update User.</div> <div class="image-green-border"><br/> 3. '''Select '''the Saved Search. For example, typeofuser. Administrators needs to create a saved search for the set of users they want to update.</div> <div class="image-green-border"> </div> <div class="image-green-border">4. '''Click '''Generate Workbook</div> <div class="image-green-border"> </div> <div class="image-green-border"><br/> . [[File:Muser 18.png|600px|Muser 18.png]]<br/> <br/> The Add Batch page opens with the generated Excel workbook. For example, UserInformation_20210111111315.xlsx.</div> <div class="image-green-border"> </div> <div class="image-green-border">5. '''Open '''the workbook. The workbook will contain all user attributes along with all the Preferences setting attributes pre-populated with respective existing values.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:7.15 573339 10.png|720px|7.15 573339 10.png]][[File:7.15 573339 11.png|720px|7.15 573339 11.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">6. '''Edit''' the details as required to set the preferences for users.</div> <div class="image-green-border"> </div> <div class="image-green-border">When no preferences values are selected, the default preferences will be set for that user.</div> <div class="image-green-border"> </div> <div class="image-green-border">7. '''Complete '''the Update User action by following Upload the workbook and Add Batch Bulk Actions workflow steps. <br/> The users will be updated in the ICI with the set Preferences as default.</div> | ||
| + | == Adding a Secondary Owner == | ||
| + | |||
| + | === Adding a Secondary Owner using the ICI User Interface === | ||
| + | |||
| + | The Secondary Owner can be a user or a user group. The user group can either be Administrator group or a combination of an Administrator and Non-Administrator user. | ||
| + | |||
| + | To add a Secondary Owner using the ICI UI: | ||
| + | |||
| + | 1. '''Click''' View Record on the Users Index page to select a provisioned user or verify the team of the user AE User 8. | ||
<div class="image-green-border">[[File:Muser 19.png|600px|Muser 19.png]]</div> | <div class="image-green-border">[[File:Muser 19.png|600px|Muser 19.png]]</div> | ||
| − | 2. '''Click '''the Add icon next to Team. A window opens to select a role for the searched user. 3. '''Enter''' the details of the user in the Search User field. For example, AE User 8 4. '''Click''' the Select Role arrow and a drop-down with a list of roles is displayed. 5. '''Select''' Secondary Owner from the drop-down. | + | 2. '''Click '''the Add icon next to Team. A window opens to select a role for the searched user. |
| + | |||
| + | 3. '''Enter''' the details of the user in the Search User field. For example, AE User 8 | ||
| + | |||
| + | 4. '''Click''' the Select Role arrow and a drop-down with a list of roles is displayed. | ||
| + | |||
| + | 5. '''Select''' Secondary Owner from the drop-down. | ||
<div class="image-green-border">[[File:Muser 20.PNG|600px|Muser 20.PNG]]</div> | <div class="image-green-border">[[File:Muser 20.PNG|600px|Muser 20.PNG]]</div> | ||
6. '''Click''' Add to add the selected user as a Secondary Owner to the Team. The User AE User13 will now be displayed as a Secondary Owner on the User Index and the User Details pages. | 6. '''Click''' Add to add the selected user as a Secondary Owner to the Team. The User AE User13 will now be displayed as a Secondary Owner on the User Index and the User Details pages. | ||
| − | <div class="image-green-border"> </div> | + | |
| − | = | + | |
| − | <div class="note-box">'''Note''': The Secondary Owner displays the users that are Administrators and user groups that have at least 1 user as an Administrator. You can also add multiple users by using the multi-choice option.</div> | + | |
| + | == Adding a Secondary Owner using Excel Add-in == | ||
| + | <div class="image-green-border"> </div> <div class="image-green-border">You can also use Excel Add-in to add users or user groups as Secondary Owners using the configuration displayed in the user Team.</div> <div class="image-green-border"> </div> <div class="image-green-border">To verify that the Secondary Owner has got the privileges to update the user details:</div> <div class="image-green-border"> </div> <div class="image-green-border">1. '''Select''' the Entity on the ribbon.</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Select''' the Action for which you want to populate the Excel Workbook.</div> <div class="image-green-border"> </div> <div class="image-green-border">3. '''Click''' Populate Workbook on the Excel Add-in. This opens a popup indicating that it will populate the Workbook for the selected action.</div> <div class="image-green-border"> </div> <div class="image-green-border">4. '''Click''' Yes. The Workbook will be populated with the user information such as Name, Last Name, Email Id, External UPN, Organization Unit, Secondary Owner and so on.</div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': The Secondary Owner displays the users that are Administrators and user groups that have at least 1 user as an Administrator. You can also add multiple users by using the multi-choice option.</div> | ||
| | ||
<div class="image-green-border">[[File:Add ScondaryOwner using Excel-Add-in-7.8.png|720px|RTENOTITLE]]</div> | <div class="image-green-border">[[File:Add ScondaryOwner using Excel-Add-in-7.8.png|720px|RTENOTITLE]]</div> | ||
| − | 5. '''Click''' Validate to validate the user information. The Validation Successful message is displayed. 6. '''Click''' OK. The Progress Status popup is displayed showing the progress of the user creation process. 7. The User Created Successfully message is displayed on creation of the user. 8. '''Click''' OK. 9. Go to the Users page on ICI. The user provisioned using Excel Add-in is displayed in the grid with a status Created. 10. '''Click''' the View Record button for the user. The User Detail page opens. 11. Go to the Team tab. The user provisioned using Excel Add-in is displayed as a Secondary Owner. == Adding a Secondary Owner using Legacy Upload == 1. '''Click''' the User Administration tile on the Dashboard. 2. '''Click''' the Admin Task tile. The Admin Task page opens. 3. '''Select '''theLegacy Upload task from the list. The Legacy Upload page opens. 4. To provision a user using the legacy upload option, the following files are required: *A Mapping file : The users that are going to be provisioned using the data file are entered in the mapping file. It contains information such as the Contract Type Name, User Information such asEmail ID (Primary Key), and so on. It also contains the path from where the data file will pick up information. *A Data file – Includes user information such as Name, Last name, Email ID (of the user that will be provisioned using Legacy Upload, and so on. Let's consider an example, 1. Create a batch with automationuser5 as the user, and Admin as a user group. 2. Create a batch file and upload the mapping file fist. 3. Upload the data file. The batch file is scheduled. It will be Executed when the batch is run from ICI. 4. Go to Legacy Upload and see how to upload the document. == User entity supporting the Secondary Owner role == The Secondary Owner has now been extended to User Entity for a user or user groups. This makes it easier for the Administrator to make the required changes for a user or user groups, instead of having to login multiple times to do so. You need to configure actions for User Information entity and Secondary Owner via Role Action Mapping on the user interface. The Secondary Owner can be added to the User Entity: *Through a configuration key *From the ICI user interface *Using Excel Add- in *Using Legacy Upload | + | 5. '''Click''' Validate to validate the user information. The Validation Successful message is displayed. |
| − | <div class="image-green-border">[[File:Muser 20.PNG|600px|Muser 20.PNG]]</div> | + | |
| + | 6. '''Click''' OK. The Progress Status popup is displayed showing the progress of the user creation process. | ||
| + | |||
| + | 7. The User Created Successfully message is displayed on creation of the user. | ||
| + | |||
| + | 8. '''Click''' OK. | ||
| + | |||
| + | 9. Go to the Users page on ICI. The user provisioned using Excel Add-in is displayed in the grid with a status Created. | ||
| + | |||
| + | 10. '''Click''' the View Record button for the user. The User Detail page opens. | ||
| + | |||
| + | 11. Go to the Team tab. The user provisioned using Excel Add-in is displayed as a Secondary Owner. | ||
| + | |||
| + | == Adding a Secondary Owner using Legacy Upload == | ||
| + | |||
| + | 1. '''Click''' the User Administration tile on the Dashboard. | ||
| + | |||
| + | 2. '''Click''' the Admin Task tile. The Admin Task page opens. | ||
| + | |||
| + | 3. '''Select '''theLegacy Upload task from the list. The Legacy Upload page opens. | ||
| + | |||
| + | 4. To provision a user using the legacy upload option, the following files are required: | ||
| + | |||
| + | *A Mapping file : The users that are going to be provisioned using the data file are entered in the mapping file. It contains information such as the Contract Type Name, User Information such asEmail ID (Primary Key), and so on. It also contains the path from where the data file will pick up information. | ||
| + | *A Data file – Includes user information such as Name, Last name, Email ID (of the user that will be provisioned using Legacy Upload, and so on. | ||
| + | |||
| + | Let's consider an example, | ||
| + | |||
| + | 1. Create a batch with automationuser5 as the user, and Admin as a user group. | ||
| + | |||
| + | 2. Create a batch file and upload the mapping file fist. | ||
| + | |||
| + | 3. Upload the data file. The batch file is scheduled. It will be Executed when the batch is run from ICI. | ||
| + | |||
| + | 4. Go to Legacy Upload and see how to upload the document. | ||
| + | |||
| + | == User entity supporting the Secondary Owner role == | ||
| + | |||
| + | The Secondary Owner has now been extended to User Entity for a user or user groups. This makes it easier for the Administrator to make the required changes for a user or user groups, instead of having to login multiple times to do so. | ||
| + | |||
| + | You need to configure actions for User Information entity and Secondary Owner via Role Action Mapping on the user interface. | ||
| + | |||
| + | The Secondary Owner can be added to the User Entity: | ||
| + | |||
| + | *Through a configuration key | ||
| + | *From the ICI user interface | ||
| + | *Using Excel Add- in | ||
| + | *Using Legacy Upload | ||
| + | <div class="image-green-border">[[File:Muser 20.PNG|600px|Muser 20.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> | ||
'''Related Topics: '''[[Agreement_Management|Agreement Management]] | [[Managing_Organization|Managing Organization]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Application_Settings|Application Settings]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]] | '''Related Topics: '''[[Agreement_Management|Agreement Management]] | [[Managing_Organization|Managing Organization]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Application_Settings|Application Settings]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]] | ||
Revision as of 10:03, 16 February 2022
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
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
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:
|
