The Users List

A User object contains the configuration (the necessary personal data, password, rights and privileges, and so on) that an Automic Automation user needs to accomplish their tasks in the system. As an administrator, you define User objects and assign them to the Client(s) to which they should have access. Clients are the largest organizational units in an Automic Automation system. They define self-contained environments that you can configure to depict your business as best suits you. Multiple Clients share the same Automation Engine instance (Automic Automation's backend) on the same hardware, but do not access the same data.Clients are uniquely identified by a four-digit number between 0000 and 9999. When you log in, you must log into a specific Client.

When you first log in to the Automic Web Interface (AWI) in Client 0 and go to the Administration perspective, it opens to the list of Users. Initially, this list contains just one User, the default User whose credentials you have used to log in for the first time. This User has all the rights and privileges on the system. Its credentials are as follows:

• Name: UC

• Department: UC

• Password: UC

Important!

• Do not delete or rename this User. Without this User, you cannot administrate or operate the system.

• For security reasons, change the password for this User immediately after the installation.

As an administrator, you create Users in Client 0 and then move them to the Client(s) on which they should work. Then, you define their authorizations and privileges. From Client 0 you also edit, activate/deactivate, rename, delete and duplicate the Users defined in any Client in the system. You can select just one User or you can select multiple Users and perform these actions in bulk. For more information, see User Management: Defining and Managing the Authorization System.

The list of Users is slightly different in Client 0 and in Clients 0001 to 9999 (the production Clients). In Client 0, it contains all the Users that you have defined in all the Clients in the system. In production Clients, it contains the Users that are defined in that Client only. Also, moving Users is only possible in Client 0; the production Clients do not provide this function.

Administrator Users in Clients 0001 to 9999

You can define administrator Users in the production Clients by assigning them the necessary privileges and authorizations (add, modify, delete, rename, duplicate, disable Users, and so forth).

Tip: You may need to work with many objects, lists and monitors simultaneously. To make your work easier, you can open them in different browser windows and arrange them side by side on your screen. For more information about this and other useful functions, see Opening and Arranging Multiple Views.

The List of Users

The list displays the following columns by default:

• Username

  Name of the User formed by the name and the corresponding department separated by a slash: Name/Department

• Client (only in Client 0)

  Client in which the User is located

• Client Title (only in Client 0)

  The Client's title as defined in the Client object (optional)

• Last name

• First name

• Email1

The following columns are also available:

• Email2

• LDAP connection

  Indicates whether the User has specified the LDAP connection

• Time zone

  Time zone as specified in the User object

• Last Session

  Date and time of the User's last login

• Archive Key 1 and 2

  Archive keywords as defined in the User object

• Active

• Locked

You add users from this list.

1. You have two options:

   • Right-click anywhere on the list and select Add > Add Object.
   • Click the Add Object button on the toolbar

2. On the Create User dialog, specify the Username.

   The name of a User object consists of the name and the department separated by a slash. The combination of name and department cannot exceed 200 characters.

   This combination must be unique within the Client in which this User will reside.

3. Click OK. A new page opens where you can start with the User definition. For more information, see Users (USER).

You have various ways of searching for Users from the Users list:

• Using the global search

  The global search lets you find Users in the Client that you are currently logged into. This is true also if you are logged into Client 0.

  For more information, see Global Search.

• Using the Search User box in the toolbar

  This box lets you search for specific Users in the current list. Type the text or part of the text you are looking for. The Users list restricts the hits to the Users that meet your search criteria.

  Note: For this type of search you can use the Username, the First name, the Last name, and, in Client 0, the Client and Client Title.

• Using filters

  The filter function also lets you customize the content of the User list, but in this case using additional filter criteria. You can search for Active and/or Inactive Users as well as for Locked and/or Not locked Users. Client 0 also allows to filter the data of a certain Client.

  1. Click Filter to open the filter pane.
  2. Click Active to open this section and select Active or Inactive to see the corresponding Users.
  3. Click Locked to open this section and select Locked or Not Locked to see the corresponding Users.
  4. In Client 0, click Client to see the Clients available and select the relevant Client or Clients.
  5. At the bottom of the filter pane, click Filter to apply your filter criteria or Reset to go back to default (unchecked).

  Important! In Client 0, the Search User filter also searches for Users in Clients other than 0.

Tip: You can share filtered lists with other users. You can also bookmark the filtered list to be able to access it quickly next time. For more information, see Bookmarking and Sharing Links.

• Users (USER)

• User Groups (USRG)

• Assigning Users to User Groups when Defining User Groups

• Connections

• Main Page Tables