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Return to User Administration.
An administrator can manage all the users, groups, their privileges, and ICM settings. The Admin tile in ICM contains the administrative features.
These settings affect the way ICM users view ICM features and their privileges.
ICM offers following administrative features:
Contents
Manage Organization Data[edit]
Video: User Administration
Organization Structure[edit]
Organization Groups[edit]
Search an Organization Group
Home > Administrator > Search an Organization Group
In ICM, you can search an organization groups for multiple reasons such as:.
- To know the details of the organization groups.
- To edit an organization groups.
You use multiple parameters to search an organization groups
Here is the process to search for an organization groups:
In ICM, you can use various options given below, including the dynamic search feature, to find the desired organization group.
Option 1:
1. On the User Administration page, click the Org Groups tile. The Org Group page displays the list of existing organization groups.
2. Search for a specific organization group by using any of the following options:
- Under Search For, click the Select Field list, and then select appropriate item. Search results relevant to the item are displayed with a number in the bracket. The number denotes the number of organization groups that meet the search criteria.
Click the box to select the specific item. A list of organization groups relevant to the item is displayed.
- To narrow your search further, type relevant keyword in the Custom Keyword box, and click Apply.
Option 2:
Alternatively, type the keywords in the box provided above the list of organization groups. A list of relevant organization groups is displayed.
Enhancing your search
You can further narrow your search by using any of the following methods:
| Search Term | Result |
| "..." | Type the search term in double quotation marks. It shows existing organization groups that include the exact search term. |
| *...* | Type the search term in star characters. It shows existing organization groups that include the exact search term. |
| *... | Prefix * to the search term. It shows existing organization groups that end with this term. |
| ...* | Suffix * to the search term. It shows existing organization groups that start with this term. |
Viewing the saved search terms
View your saved search terms with the following:
- In the More Searches box, select your saved search, and click Fav.jpeg to mark the search term as favorite.
- You can find your marked favorites below the tiles.
Create an Organization Group
Home > Administrator > Create an Organization Group
You can group various organization units and create an organization group. You can assign these organization groups to the users so that they can become a part of the group. The users in a particular organization group can have access to the information in various units based on their hierarchy.
To create an organization group:
1. On the User Administration page, click Org Groups to open the Org Group page.
2. On the Org Group page, click Create Org Group to open the Create Org Group page.
Video: Create Organization Group
3. In the Name box, type a name for the organization group that you want to create.
4. In the Description box, type the description for the organization group. Click Next to open Organization Units page.
5. In the Organization Units tab, Click 
next to Org Unit. The Select Organization Unit dialog box appears.
6. Select appropriate organization unit for which you want to create the organization group. Click Ok. The selected unit appears in the Organization Units tab.
7. Click Next to open Verify tab.
8. Verify the details you have entered, and then click Save. The organization group that you have just created appears on the Organization Group page.
User Management[edit]
Create a New User
Home > Administrator > Create a New User
With ICM, you can create new users for your organization.
Video: Create User
To create a new user:
1. On the User Administration page, click the Users tile to open the Users page.
2. On the Users page, click Create User tile to open the Create User page.
The page consists of two tabs:
- A] Details
- B] Team
Enter the information in each tab as follows and click Next to go to the next tab.
The Details tab is divided into following two areas containing the final information:
- a] Personal Details
- b] Work Details
Let us see how to enter information in each of these areas:
- a] Personal Details
| Field | Action |
|---|---|
| First Name | Type the first name of the user. |
| Last Name | Type the last name of the user. |
| Email Address | Type the e-mail address of the user. |
| Organization Unit | Click  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. |
| Is Administrator | Select Yes if you want to set the user as an administrator.
|
| Supervisor User | Click 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  . 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 ICM users are displayed. |
| Field | 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:
|
| Assign User Group | Click to assign user group. In the Assign User Groups dialog box, select user group. Click Add.
|
| Assign Security Group | Click 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 ICM is disabled.
Note: If you are an administrator, you can change the access expiry date to a future date allowing the user to access ICM till the newly specified date. |
The user receives email notifications of access expiry in the following events:
- One day before the access expiry date.
- After the user access expires.
- If admin changes the access expiry date.
The user receives email notifications in the event of access expiry as follows:
| Event | Subject Line |
|---|---|
| One day before the access expiry date | ICM Notification: Access of User [FullName] is expiring on [AccessExpiryDate]. |
| After the user access expires | ICM Notification: Access of User [FullName] is expired on [AccessExpiryDate]. |
| If admin changes the access expiry date | ICM Notification: Access expiry date of user [FullName] is modified as [AccessExpiryDate]. |
- b] 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.
The list of attributes in the Masterdata type must have the attribute named User with the data type as User.
Rest of the attributes vary as per the organizational requirements.
13. Click Next. The Team tab appears.
14. Click to add the approver for the user, and then click Add.
15. Click Create. The Users page appears that displays the user you have created.
Tutorials:
Create a User
Related Topics:
Edit an Existing User
Replace a User
Create a User Group
Provision for a User
Edit an Existing User
De-provision a User
Replace a User
Re-provision for a User
User Groups[edit]
Search a User Group
Create a User Group
View and Edit User Roles[edit]
View and Edit User Role Action Mapping[edit]
View and Edit User Role Action Mapping
Security Groups[edit]
Search a Security Group
Create a Security Group
Edit a Security Group
Edit Application Settings[edit]
Notification Settings[edit]
Create Notification Categories
Edit Notification Categories
Create a Subscription
Edit a Subscription
Currencies[edit]
Search a Currency
Create a Currency
Edit a Currency
Reasons[edit]
Search a Reason
Create a Reason
Edit a Reason
