Managing Users - Revision history

IDT-1 at 10:17, 9 June 2022

2022-06-09T10:17:19Z

WikiSysop at 05:40, 12 May 2022

2022-05-12T05:40:59Z

WikiSysop at 05:40, 12 May 2022

2022-05-12T05:40:34Z

IDT-1 at 04:13, 17 February 2022

2022-02-17T04:13:15Z

IDT-1 at 04:12, 17 February 2022

2022-02-17T04:12:06Z

IDT-1 at 04:05, 17 February 2022

2022-02-17T04:05:42Z

IDT-1 at 11:59, 16 February 2022

2022-02-16T11:59:06Z

IDT-1 at 11:56, 16 February 2022

2022-02-16T11:56:41Z

IDT-1 at 11:55, 16 February 2022

2022-02-16T11:55:00Z

IDT-1 at 11:51, 16 February 2022

2022-02-16T11:51:44Z

@@ Line 327: / Line 327: @@
 *Using Legacy Upload
 <div class="image-green-border">[[File:Muser 20.PNG|600px|Muser 20.PNG]]</div> <div class="image-green-border">&nbsp;</div>
 == Managing Technical Admin Users ==
 <div class="image-green-border">Technical Administrators can be configured/added for performing required technical configurations in the System Configuration Portal.</div> <div class="image-green-border"><br/> When a new ICI admin user logs in, they should be able to setup other internal users as technical admin users of the System Configuration portal.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' Only the ICI Admin user should be able to setup other internal provisioned users as the Technical Admin user.</div> <div class="image-green-border"><br/> The ICI Admin can either create a new Security group, as required, or use an existing security group. Thereafter, the authorization of technical admin users will depend on Security Groups Privilege corresponding to the “Self Service” privilege entity, and on roles assigned to specific users.</div> <div class="image-green-border"><br/> The “Self Service” privilege can be configured in the backend and it will be visible to users under the Security Group Privilege tab. The "Manage" access option can be selected to grant access to the System Configuration Portal for technical admin users.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' The user who gets Technical Admin privileges can be any internal provisioned user on that instance (even a non admin user).</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">To set up the System Configurations for Technical Admin Users:</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">1.&nbsp; From ICI menu tiles, '''click '''“Admin” > “Security Groups”.<br/> 2.&nbsp;&nbsp;'''Click '''the “Privileges” tab, the “Privileges” tab opens with the list of all the privilege attributes, with options to see/select access type as “View”, “Manage” or “None”.<br/> 3.&nbsp; “Create” or “Edit” a Security Group.<br/> 4.&nbsp; Locate the privilege “Self Service”, '''click '''the “Manage” access type radio button. With this access, the “System Configurations” tile option under the “Configure” tile gets activated and visible to the user.<br/> 5.&nbsp;&nbsp;'''Click '''“Save” for a new security group or “Update” in case of editing a Security Group.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' The default access for “Self Service” will be set to “None”.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Technical User1.png|720px|Technical User1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Now, in order to access the “System Configurations” tile option for technical users:</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">6.&nbsp; Add, provision or edit User Details.<br/> 7.&nbsp; Add desired technical roles/s in the “Technical Roles” field to assign/authorize required technical roles/s to the user.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Technical User2.png|520px|Technical User2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">8.&nbsp; “Save” or “Update” the User Details.</div> <div class="image-green-border"><br/> The newly added user with Technical Role can now carry out System Configurations.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
-'''Related Topics: '''[[Agreement_Management|Agreement Management]] |&nbsp;[[Managing_Organization|Managing Organization]]&nbsp;| [[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]]&nbsp;
+'''Related Topics: '''[[Agreement_Management|Agreement Management]] |&nbsp;[[Managing_Organization|Managing Organization]]&nbsp;| [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Application_Settings|Application Settings]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]]&nbsp;

@@ Line 327: / Line 327: @@
 *Using Legacy Upload
 <div class="image-green-border">[[File:Muser 20.PNG|600px|Muser 20.PNG]]</div> <div class="image-green-border">&nbsp;</div>
-== Managing Technical Admin User ==
-<div class="image-green-border">Technical Administrators can be configured/added for performing required technical configurations in the System Configuration Portal.</div> <div class="image-green-border"><br/> When a new ICI admin user logs in, they should be able to setup other internal users as technical admin users of the System Configuration portal.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' Only the ICI Admin user should be able to setup other internal provisioned users as the Technical Admin user.</div> <div class="image-green-border"><br/> The ICI Admin can either create a new Security group, as required, or use an existing security group. Thereafter, the authorization of technical admin users will depend on Security Groups Privilege corresponding to the “Self Service” privilege entity, and on roles assigned to specific users.</div> <div class="image-green-border"><br/> The “Self Service” privilege can be configured in the backend and it will be visible to users under the Security Group Privilege tab. The "Manage" access option can be selected to grant access to the System Configuration Portal for technical admin users.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' The user who gets Technical Admin privileges can be any internal provisioned user on that instance (even a non admin user).</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">To set up the System Configurations for Technical Admin Users:</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">1.&nbsp; From ICI menu tiles, '''click '''“Admin” > “Security Groups”.<br/> 2.&nbsp;&nbsp;'''Click '''the “Privileges” tab, the “Privileges” tab opens with the list of all the privilege attributes, with options to see/select access type as “View”, “Manage” or “None”.<br/> 3.&nbsp; “Create” or “Edit” a Security Group.<br/> 4.&nbsp; Locate the privilege “Self Service”, '''click '''the “Manage” access type radio button. With this access, the “System Configurations” tile option under the “Configure” tile gets activated and visible to the user.<br/> 5.&nbsp;&nbsp;'''Click '''“Save” for a new security group or “Update” in case of editing a Security Group.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' The default access for “Self Service” will be set to “None”.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Technical User1.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Now, in order to access the “System Configurations” tile option for technical users:</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">6.&nbsp; Add, provision or edit User Details.<br/> 7.&nbsp; Add desired technical roles/s in the “Technical Roles” field to assign/authorize required technical roles/s to the user.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Technical User2.png|520px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">8.&nbsp; “Save” or “Update” the User Details.</div> <div class="image-green-border"><br/> The newly added user with Technical Role can now carry out System Configurations.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+== Managing Technical Admin Users ==
 '''Related Topics: '''[[Agreement_Management|Agreement Management]] |&nbsp;[[Managing_Organization|Managing Organization]]&nbsp;| [[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]]&nbsp;

@@ Line 183: / Line 183: @@
 .&nbsp;'''Click''' the Add button after adding a note. The User Details page opens displaying the record for the user&nbsp; with the status as Provisioned.
 <div class="image-green-border">&nbsp;</div>
 == Replacing a User ==
@@ Line 227: / Line 226: @@
 <div class="image-green-border">5.&nbsp;'''Click&nbsp;'''OK.&nbsp;</div>
 . 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>
-−
 == Deprovisioning a User&nbsp; ==
@@ Line 328: / Line 326: @@
 *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">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:Muser 20.PNG|600px|Muser 20.PNG]]</div> <div class="image-green-border">&nbsp;</div>
-&nbsp; &nbsp; &nbsp; '''Related Topics: '''[[Agreement_Management|Agreement Management]] |&nbsp;[[Managing_Organization|Managing Organization]]&nbsp;| [[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]]&nbsp;
+== Managing Technical Admin User ==

@@ Line 183: / Line 183: @@
 .&nbsp;'''Click''' the Add button after adding a note. The User Details page opens displaying the record for the user&nbsp; with the status as Provisioned.
 <div class="image-green-border">&nbsp;</div>
 == Replacing a User ==
@@ Line 214: / Line 215: @@
 *Contract Requester
 *External User
 .&nbsp;'''Click '''the Replace User button next to the record for the user that you want to deprovision. For example, Alon Carlton.&nbsp;You can search a user on the Replace User window.
@@ Line 224: / Line 227: @@
 <div class="image-green-border">5.&nbsp;'''Click&nbsp;'''OK.&nbsp;</div>
 . 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>
 == Deprovisioning a User&nbsp; ==

@@ Line 21: / Line 21: @@
 *Override the default preference settings as per individual preferences
+&nbsp;
 == Create a New User&nbsp; ==
@@ Line 225: / Line 225: @@
 . 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>
 == Deprovisioning a User&nbsp; ==
@@ Line 244: / Line 243: @@
 .&nbsp;'''Click '''the Deprovision button. The user is now deprovisioned.
+&nbsp;
-−
 == Set preferences for user using Bulk actions&nbsp; ==
 == Adding a Secondary Owner&nbsp; ==

@@ Line 243: / Line 243: @@
 <div class="image-green-border">[[File:Muser 14.png|600px|Muser 14.png]]</div>
 .&nbsp;'''Click '''the Deprovision button. The user is now deprovisioned.
 == Set preferences for user using Bulk actions&nbsp; ==
-<div class="image-green-border">&nbsp;</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.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''To set default preference while creating users:'''</div> <div class="image-green-border">&nbsp;</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">&nbsp;</div> <div class="image-green-border">[[File:Muser 15.png|700px|Muser 15.png]]</div> <div class="image-green-border">&nbsp;</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">&nbsp;</div> <div class="image-green-border">3. '''Click '''Generate Workbook.</div> <div class="image-green-border">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div> <div class="image-green-border">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</div> <div class="image-green-border">&nbsp; &nbsp; &nbsp; &nbsp; [[File:Muser 16.png|600px|Muser 16.png]]<br/> &nbsp;<br/> &nbsp;&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The Add Batch page opens with the generated Excel workbook. For example, UserInformation_20201216171853.xlsx.&nbsp;</div> <div class="image-green-border">&nbsp; &nbsp;&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</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">&nbsp; &nbsp; &nbsp;</div> <div class="image-green-border">&nbsp; &nbsp; .&nbsp; [[File:7.15 573339 6.png|600px|7.15 573339 6.png]]</div> <div class="image-green-border">&nbsp; &nbsp; &nbsp; &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5. '''Enter''' or Select the details from the drop-down to set the preferences.&nbsp;<br/> &nbsp; &nbsp; &nbsp;When no preferences values are selected, the default preferences are set for that user.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">6. '''Complete '''the user import action&nbsp;by following Upload the workbook and Add Batch Bulk Actions workflow steps.&nbsp;<br/> &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</div> <div class="image-green-border">The users will be added to the ICI with the pre-set default Preferences.<br/>  <br/> '''&nbsp;&nbsp;To set default preference while updating existing users:'''</div> <div class="image-green-border">&nbsp;</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.&nbsp;</div> <div class="image-green-border">[[File:Muser 17.png|720px|Muser 17.png]]</div> <div class="image-green-border">&nbsp;</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">&nbsp;</div> <div class="image-green-border">4. '''Click '''Generate Workbook</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><br/> . [[File:Muser 18.png|600px|Muser 18.png]]<br/> &nbsp;<br/> The Add Batch page opens with the generated Excel workbook. For example, UserInformation_20210111111315.xlsx.</div> <div class="image-green-border">&nbsp;</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">&nbsp;</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">&nbsp;</div> <div class="image-green-border">6. '''Edit''' the details as required to set the preferences for users.</div> <div class="image-green-border">&nbsp;</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">&nbsp;</div> <div class="image-green-border">7. '''Complete '''the Update User action by following Upload the workbook and Add Batch Bulk Actions workflow steps.&nbsp;<br/> The users will be updated in the ICI with the set Preferences as default.</div>
+<div class="image-green-border">&nbsp;</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.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''To set default preference while creating users:'''</div> <div class="image-green-border">&nbsp;</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">&nbsp;</div> <div class="image-green-border">[[File:Muser 15.png|700px|Muser 15.png]]</div> <div class="image-green-border">&nbsp;</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">&nbsp;</div> <div class="image-green-border">3. '''Click '''Generate Workbook.</div> <div class="image-green-border">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div> <div class="image-green-border">&nbsp; &nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div> <div class="image-green-border">&nbsp; &nbsp; &nbsp; &nbsp; [[File:Muser 16.png|600px|Muser 16.png]]<br/> &nbsp;<br/> &nbsp;&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The Add Batch page opens with the generated Excel workbook. For example, UserInformation_20201216171853.xlsx.&nbsp;</div> <div class="image-green-border">&nbsp; &nbsp;&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</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">&nbsp; &nbsp; &nbsp;</div> <div class="image-green-border">&nbsp; &nbsp; .&nbsp; [[File:7.15 573339 6.png|600px|7.15 573339 6.png]]</div> <div class="image-green-border">&nbsp; &nbsp; &nbsp; &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5. '''Enter''' or Select the details from the drop-down to set the preferences.&nbsp;<br/> &nbsp; &nbsp; &nbsp;When no preferences values are selected, the default preferences are set for that user.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">6. '''Complete '''the user import action&nbsp;by following Upload the workbook and Add Batch Bulk Actions workflow steps.&nbsp;<br/> &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</div> <div class="image-green-border">The users will be added to the ICI with the pre-set default Preferences.<br/>  <br/> '''&nbsp;&nbsp;To set default preference while updating existing users:'''</div> <div class="image-green-border">&nbsp;</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.&nbsp;</div> <div class="image-green-border">[[File:Muser 17.png|720px|Muser 17.png]]</div> <div class="image-green-border">&nbsp;</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">&nbsp;</div> <div class="image-green-border">4. '''Click '''Generate Workbook</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><br/> . [[File:Muser 18.png|600px|Muser 18.png]]<br/> &nbsp;<br/> The Add Batch page opens with the generated Excel workbook. For example, UserInformation_20210111111315.xlsx.</div> <div class="image-green-border">&nbsp;</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">&nbsp;</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">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">6. '''Edit''' the details as required to set the preferences for users.</div> <div class="image-green-border">&nbsp;</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">&nbsp;</div> <div class="image-green-border">7. '''Complete '''the Update User action by following Upload the workbook and Add Batch Bulk Actions workflow steps.&nbsp;<br/> The users will be updated in the ICI with the set Preferences as default.</div>
 == Adding a Secondary Owner&nbsp; ==