Working with User Objects

As an administrator, you create and configure User objects. This explains the functions that are available to you to work with Users. Right-clicking an object opens a context-menu that displays those functions. You can also select multiple objects and right-click. In this case, the context-menu displays the options available to that particular combination of objects for bulk editing.

If you select many items in a large list and you want to check how many they are, click the Details button after bulk-selecting. The pane on the right hand side indicates it.

Assigning Users to User Groups

User Groups let you collect Users and assign them identical authorizations and privileges. Users can be assigned to as many User Groups as needed.

  1. In the Administration perspective go to User Groups and open the one that you want to assign the User to.

  2. On the Assigned Users page, click the Assign User button in the toolbar.

  3. On the Assign User dialog select the user and assign it to the group.

  4. Save your changes.

For more information, see Assigning Users to User Groups.

Duplicating Users

Duplicating User objects is particularly useful when you want to create new Users with the same or very similar authorizations and privileges as already existing ones.

  1. Select a User and do one of the following:

    • Right-click and select Duplicate  
    • Click Duplicate in the toolbar

  2. On the Duplicate User dialog, define a new Username by entering a new name and department.

  3. Click OK.

    The new User is now available on the Users list and has the same setup and rights assigned to the original User.

Important! In Client 0, this function is only available for Client 0 Users. It is no possible to duplicate Users from other Clients available in the Users list.

Renaming Users

This function allows you to edit the name of an existing User.

  1. Select a User and do one of the following:

    • Right-click and select Rename  
    • Click Rename in the toolbar

  2. On the Rename User dialog define a new Username by entering a new name and department.

  3. Click Rename.

Refresh the Users list to see the User listed with the new name.

(Client 0 only) Moving Users

When setting up a system, you can create your Users in Client 0 and then move them to their corresponding Clients. You can do so either individually or in bulk.

Important! This function is only available in Client 0 and for Client 0 Users. It is not possible to move Users from other Clients.

  1. Select one or more Users and do one of the following:

    • Right-click and select Move User  
    • Click Move User in the toolbar

    If you are moving a single User, the User is displayed in a dialog box. If you are moving multiple Users, the dialog only shows the number of Users that you are moving.

  2. Open the Client dropdown list and select the relevant Client.
  3. Click Move.

Activating or Deactivating Users

This function allows you to activate or deactivate one or more Users. This option is particularly useful if you want to temporarily set a User to inactive without having to delete it and redefining it at a later point.

You cannot deactivate your own User object. If you have the necessary privileges, you can deactivate other Users. This prevents that you unintentionally block yourself from being able to log in to the system.

  1. Select one or more Users and do one of the following:

    • Right-click and select Activate/Deactivate  
    • Click Activate or Deactivate in the toolbar

  2. Confirm your action if you are deactivating more than one User. The system displays the number of Users you are about to deactivate.

  3. Click Deactivate.

Note: In Client 0, you can select and activate and/or deactivate Users from different Clients at the same time.

Activating or Deactivating the LDAP Connection

If LDAP is configured for the Automation Engine, you can activate the LDAP connection for Users. This means that the User login will be authenticated by a directory service, such as the Microsoft Active Directory, rather than by the system.

  1. Select and right-click one or more Users.

  2. Select Activate/Deactivate LDAP Connection.

    Important! Make sure the Users selected have the same LDAP connection status, otherwise this option is not available.

  3. Confirm your action:

    • If you have selected more than one User, the dialog indicates the number of Users you have selected.
    • if you have selected only one, the dialog displays the name of the User selected.
  4. Click Activate/Deactivate.

Note: In Client 0, you can select and activate/deactivate the LDAP connection for Users from different Clients at the same time.

Tip: Alternatively, activate/deactivate this option in the User definition.

See also LDAP and LDAP Sync - Authenticating Login Data and Synchronizing Users.

Deleting Users

Important! The service user (used to establish communication between the CDA and AE systems) cannot be deleted.

This function lets you remove Users.

  1. Select one or more Users and do one of the following:
    • Right-click and select Delete
    • Click Delete in the toolbar
  2. Confirm your action:
    • If you have selected more than one User, the dialog indicates the number of Users you are about to delete.
    • if you have selected only one, the dialog displays the name of the User you are about to delete.
  3. Click Delete.

See also: