Users
- 24 Jul 2024
- 3 Minutes to read
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Users
- Updated on 24 Jul 2024
- 3 Minutes to read
- Print
- PDF
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User Management
An 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:
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.
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 This helps in maintaining a proper user database and prevents any access issues that might arise due to outdated information.
Note
Adding and updating user details depends on the deployment mode, whether integrated or standalone. For more information on these modes and the actions allowed, refer to Modes.
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
To view the main Service Automation application page, perform the following steps:
Navigate to Admin > Advanced > Automation > Orchestration.
OR
Navigate to Orchestration > User >Orchestration.
Click the left hamburger icon to access all the options from the MENU.
Figure: Service Automation - Landing page with menu options
View Users
Click the Settings icon next to the user profile name at the top right corner.
On the Application Settings page, click Users from the left menu list.
Figure: Users option
Add Users
To add new users to the Service Automation application, perform the following steps:
On the Users List page, click the New User + icon to create a new user record.
Figure: Users list page - New User icon
On the New User page, provide the required details in the General and Authentication tabs as shown below.
Figure: New User page - General tab
Figure: New User page - Authentication tab
Upon entering all the mandatory data, click Save to save the user details. The created user will be displayed on the Users List page.
Figure: Users List page - New user details
Update Users
To update/edit existing user details, perform the following steps:
On the Users List page, click the required User ID hyperlink to access Edit User page.
Figure: Edit User page
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”.
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.
Figure: Users list - Updated user details
View Users
To view the configured user details, perform the following steps:
Navigate to Users > Users List page to view the consolidated list page with user records.
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.
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.
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.
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