Managing User Accounts

You can view and manage all user accounts from the System Configuration module via an administrative login.

You can perform the following actions:

• View existing user accounts
• Modify a user account: change account settings such as User Name, User Role and change the time zone/country.
• Disable an account to temporarily block usage.
• Delete user account

Common Tasks

1. View existing user accounts
2. Change permissions for a user
3. Disable a user
4. Delete a user

1. View existing user accounts

To view all user accounts created in the database follow these steps via a user login having administrative privileges:

- Point to the Tools menu and select 'System Configuration'.
- In the System Configuration Navigator, expand 'User Management' and click on the 'Users' data view.
- The right-hand pane will display list of all user accounts configured in the database.
- Click on a user account to view its details.

2. Change permissions for a user

To change permissions for a user in the database follow these steps via a user login having administrative privileges:

- Point to the Tools menu and select 'System Configuration'.
- In the System Configuration Navigator, expand 'User Management' and click on the 'Users' data view.
- The right-hand pane will display list of all user accounts configured in the database.
- Click on the user account for which to change permissions. The user account detail page will come up.
- Scroll down to the permissions section and make changes in the relevant categories of permissions i.e. Candidates, Business Relationships, Productivity, etc.

-To deny a permission for the user, check the checkbox beside a permission. You would see that the green dot has changed to red. You can similarly move through each tab and deny accessibility to a user for specific product features.

- Click on the 'Save' button to save your changes.

3. Edit User details

To edit details for a user in the database follow these steps via a User login having administrative privileges:

- Point to the Tools menu and select 'System Configuration'.
- In the System Configuration Navigator, expand 'User Management' and click on the 'Users' data view.
- The right-hand pane will display list of all user accounts configured in the database.
- Click on the user account for which to edit details. The user account detail page will come up.
- The editable fields here are User Name and User Role. You cannot change the Profile Type of the user. All User Roles under the previously set Profile Type are displayed which can be changed for the user.

- If you change the User Role of a user, then permissions specific to that role would become applicable for this user. 
- Click on the 'Save' button to save your changes.

4. Disable a user

Follow these steps via a user login having administrative privileges:

- Point to the Tools menu and select 'System Configuration'.
- In the System Configuration Navigator, expand 'user Management' and click on the 'Users' data view.
- The right-hand pane will display list of all user accounts configured in the database.
- Click on the user account to disable.
- In the detail page, from the 'Status' drop-down, select 'Disabled'.
- Click on the 'Save' button.

5. Delete a user

Follow these steps via a user login having administrative privileges:

- Point to the Tools menu and select 'System Configuration'.
- In the System Configuration Navigator, expand 'user Management' and click on the 'Users' data view.
- The right-hand pane will display list of all user accounts configured in the database.
- Tick the checkbox next to a user account to delete, point to the 'Edit' menu and select the 'Delete' option. Click on OK to confirm.