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| | ==User Management == | | ==User Management == |
| − | <div class="mw-collapsible mw-collapsed">
| + | [[Create a New User]] <br/> |
| − | <div style="width:200px;float:left;" class="mw-collapsible-title">
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| − | '''Create a New User''' <br/>
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| − | </div>
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| − | <div class="mw-collapsible-content">
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| − | <font face=" Segoe UI ">
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| − | [[ICM_Help|Home]] > [[Administrator]] > Create a New User | + | |
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| − | With ICM, you can create new users for your organization.
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| − | <div style="float:right;background: #A9A9A9; width:24%; border:1px solid #000000;" align="center" >
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| − | <p> '''Video: Create User''' </p>
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| − | {{#iDisplay:https://icertis.kpoint.com/kapsule/gcc-c7347177-986b-4e1e-8eb9-3234e3d7bc7d/xc/63N7A/v2/embedded?autoplay=true?iframe=true|200|120}}
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| − | </div>
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| − | <br/>
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| − | '''To create a new user:''' <br/>
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| − | 1. On the ''' User Administration''' page, click the '''Users''' tile to open the '''Users''' page. <br/>
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| − | [[File: Usr tile.jpg]] <br/>
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| − | 2. On the '''Users''' page, click '''Create User''' tile to open the '''Create User''' page. <br/>
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| − | [[File: crt user.jpg]] <br/>
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| − | The page consists of two tabs:
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| − | : A] Details <br/>
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| − | : B] Team <br/>
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| − | Enter the information in each tab as follows and click '''Next''' to go to the next tab. <br/>
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| − | The '''Details''' tab is divided into following two areas containing the final information: <br/>
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| − | : a] '''Personal Details''' <br/>
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| − | : b] '''Work Details''' <br/>
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| − | Let us see how to enter information in each of these areas: <br/>
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| − | : a] '''Personal Details''' <br/>
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| − | {| class="wikitable"
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| − | |- style="vertical-align:top;"
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| − | !style="height:10px; width:200px; text-align:left;" | '''Field'''
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| − | !style="height:10px; width:300px; text-align:left;" | '''Action'''
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| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | First Name
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| − | |style="height:10px; width:600px; text-align:left;" | Type the first name of the user.
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| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" |'''Last Name'''
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| − | |style="height:10px; width:600px; text-align:left;" | Type the last name of the user.
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| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" |'''Email Address'''
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| − | |style="height:10px; width:600px; text-align:left;" | Type the e-mail address of the user.
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| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | '''Organization Unit'''
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| − | |style="height:10px; width:600px; text-align:left;" | Click [[File: org.jpg]] and select the organization unit of the user.
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| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | '''Type of user'''
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| − | |style="height:10px; width:600px; text-align:left;" | 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. <br/>
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| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | '''Is Administrator'''
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| − | |style="height:10px; width:600px; text-align:left;" | Select '''Yes''' if you want to set the user as an administrator.
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| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | '''Supervisor User'''
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| − | |style="height:10px; width:600px; text-align:left;" | Click [[File: Add icon.jpeg]] 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 [[File: Search button.png]]. Use the scroll arrows [[File:Scroll arrow.jpg]] to scroll through users.<br/>
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| − | |}
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| − | {| class="wikitable" |-style="horizontal:align-top;"
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| − | |'''Note''': The '''Select User''' dialog box displays the supervisors that are in the selected organization unit. Only active ICM users are displayed. <br/>
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| − | |}
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| − | {| class="wikitable"
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| − | |- style="vertical-align:top;"
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| − | !style="height:10px; width:200px; text-align:left;" | '''Field'''
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| − | !style="height:10px; width:300px; text-align:left;" | '''Action'''
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| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | '''Hierarchy Level'''
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| − | |style="height:10px; width:600px; text-align:left;" | 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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| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" |'''Is Authorized Signatory'''
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| − | |style="height:10px; width:600px; text-align:left;" | Select '''Yes''' if you want the user to be authorized signatory for agreement. The user appears as internal or external signatory as follows:
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| − | *'''Internal Signatory''': If the user type is Internal. <br/>
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| − | *'''External Signatory''': If the user type is external. <br/>
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| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" |'''Assign User Group'''
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| − | |style="height:10px; width:600px; text-align:left;" | Click [[File: Add icon.jpeg]] to assign user group. In the '''Assign User Groups''' dialog box, select user group. Click '''Add'''.
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| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | '''Assign Security Group'''
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| − | |style="height:10px; width:600px; text-align:left;" | Click [[File: Add icon.jpeg]] to assign security group. In the '''Assign Security Groups''' dialog box, click to select security group, and then click '''Add'''.
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| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | '''Access Expiry Date'''
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| − | |style="height:10px; width:600px; text-align:left;" | Select the expiry date for the user. After this date the user access to ICM is disabled.
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| − | '''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. <br/>
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| − | |}
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| − | The user receives email notifications of access expiry in the following events:
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| − | * One day before the access expiry date.
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| − | * After the user access expires.
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| − | * If admin changes the access expiry date.
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| − | The user receives email notifications in the event of access expiry as follows:
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| − | {| class="wikitable"
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| − | |- style="vertical-align:top;"
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| − | !style="height:10px; width:200px; text-align:left;" | '''Event'''
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| − | !style="height:10px; width:500px; text-align:left;" | '''Subject Line'''
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| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | One day before the access expiry date
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| − | |style="height:10px; width:500px; text-align:left;" | ICM Notification: Access of User [FullName] is expiring on [AccessExpiryDate].
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| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | After the user access expires
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| − | |style="height:10px; width:500px; text-align:left;" | ICM Notification: Access of User [FullName] is expired on [AccessExpiryDate].
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| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | If admin changes the access expiry date
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| − | |style="height:10px; width:500px; text-align:left;" | ICM Notification: Access expiry date of user [FullName] is modified as [AccessExpiryDate].
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| − | |}
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| − | : b] '''Work Details''' <br/>
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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/>
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| − | Rest of the attributes vary as per the organizational requirements. <br/>
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| − | 13. Click '''Next'''. The '''Team''' tab appears. <br/>
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| − | 14. Click to add the approver for the user, and then click '''Add'''.<br/>
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| − | 15. Click '''Create'''. The '''Users''' page appears that displays the user you have created. <br/>
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| − | Tutorials:<br/>
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| − | [[media:Create a User Tutorial.pdf|Create a User ]]
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| − | Related Topics:<br/>
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| − | [[Edit an Existing User ]]<br/>
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| − | [[Replace a User ]]<br/>
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| − | [[Create a User Group ]]<br/>
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| − | </font>
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| − | <link-page pagebefore="Create_An_Organization_Group|Create an Organization Group" pageafter="Provision_for_a_User | Provision for a User" />
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| | [[Provision for a User]] <br/> | | [[Provision for a User]] <br/> |
| | [[Edit an Existing User]] <br/> | | [[Edit an Existing User]] <br/> |
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:
