---
title: "User Management"
slug: "user-management"
updated: 2024-07-22T09:36:12Z
published: 2024-07-22T09:36:12Z
canonical: "help.symphonysummitai.com/user-management"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# User Management

## User Management

A new option called **Users** is included under **Application Settings**. This feature empowers administrators to efficiently add, update, and view users within the application, streamlining user management processes and enhancing overall productivity.

### Benefits

- **Streamlined User Management**: Centralizes user updates, saving time and effort.
- **Enhanced Control**: Offers a single view for better monitoring and security.
- **Improved Collaboration**: Ensures accurate user info, boosting teamwork and security.

### Feature Description

The **Users** option is accessible through the **Application Settings** menu. Here’s a closer look at what you can do with this feature:

1. **Add Users**: Administrators can easily add new users to the service automation application. By navigating to the User Options section, you can input the necessary general user details such as Name, Employee ID, Mobile Phone, Email ID etc, and required authentication details.
2. **Update Users**: Existing user details can be updated seamlessly. Whether it's a change in general or authentication details, administrators can ensure that user data is always up to date. This helps in maintaining a proper user database and prevents any access issues that might arise due to outdated information.
3. **View Users**: All configured users can be viewed on a comprehensive list page. This list page includes detailed information on each user, such as their creation and update records.

### Navigation - Users option

1. Navigate to **Orchestration > Users > Orchestration**.
2. Click the **Settings** icon next to the user profile name at the top right corner.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-FZIEI4KC.png)
3. On the **Application Settings** page, click **Users** from the left menu list.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-M0EEO2F1.png)

Figure: Users option

#### Add Users

To add new users to the Service Automation application, perform the following steps:

1. On the **Users** List page, click the **New User +** icon to create a new user record.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-E2LR96B4.png)

Figure: Users list page - New User icon
2. On the **New User** page, provide the required details in the **General** and **Authentication** tabs as shown below.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-TP48VLAL.png)

Figure: New User page - General tab

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-TNHUI4TF.png)

Figure: New User page - Authentication tab
3. Upon entering all the mandatory data, click **Save** to save the user details. The created user will be displayed on the **Users** List page.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-K44X1YO1.png)

Figure: Users List page - New user details

#### Update Users

To update/edit existing user details, perform the following steps:

1. On the **Users** List page, click the required **User ID** hyperlink to access **Edit User** page.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-SCH57BMY.png)

Figure: Edit User page

> [!NOTE]
> Example
> 
> Let’s edit the **Email ID** of user **Henry Dunphy**. The previous email was “henry.dunphy@acme.com”, which is now updated as “henry.dc@acme.com”.
2. Make the required update/edits on the **Edit User** page and click **Save**. The updated data will be captured and displayed on the **Users** List page.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-KYGYQMXE.png)

Figure: Users list - Updated user details

#### View Users

To view the configured user details, perform the following steps:

1. Navigate to **Users > Users** List page to view the consolidated list page with user records.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-IJ4ZJ2O5.png)

Figure: Users List page

Check out all the user details on this consolidated list page.

- **User ID**: Displays the unique user ID assigned to each user.
- **User Name**: Displays the first, middle, and last name of the user.
- **Email ID**: Displays the email ID of the user.
- **Active**: Specifies the status of the user in True/False conditions.
- **Created By**: Displays the Admin profile/persona who created the user.
- **Last Updated By**: Specifies the profile details of the person who last updated/modified the user details.
- **Last Updated Date**: Specifies the date and time during which the last modification/updates were made.

#### Modes

The User Management feature offers two types of deployments: Integrated Mode and Standalone Mode.

1. **Integrated Mode**

In Integrated Mode, User Management works in conjunction with other applications.

- **User Import Restrictions**: When users are imported from an external application into the Service Automation User Management system, certain actions are restricted.
- **No Add/Edit Permissions**: You cannot add new users or edit existing user details through User Management in this mode. All user management actions must be performed in the original application from which the users were imported.

1. **Standalone Mode**

In Standalone Mode, User Management operates independently.

- **Full Control Over Users**: Administrators can create, add, and update user details directly within the User Management system.
- **Flexibility**: This mode provides complete flexibility to manage user information without dependency on external applications.