User Administration

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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:

Manage Organization Data

Video: User Administration

Video

Organization Structure

Add an Organization Unit

Organization Groups

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.

<< Add an Organization Unit

Create an Organization Group >>

Create an Organization Group

User Management

Create a New User

Home > Administrator > Create a New User

With ICM, you can create new users for your organization.

Video: Create User

Video

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: Internal Signatory: If the user type is Internal. External Signatory: If the user type is external.
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

<< Create an Organization Group

Provision for a User >>

Provision for a User
Edit an Existing User
De-provision a User
Replace a User
Re-provision for a User