Prerequisites
You need to have Administrator privileges of Sys Admin or a Group Admin type.
Steps to create a user
- Click Administer tab and then click Setup menu. All the options of the Setup menu are displayed.
Select Users option. The Manage Users screen is displayed ( see Figure 13).
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Figure 13: Manage User page
Click the Create New button to create a new user. The Create User page is displayed.(see Figure 14)
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Figure 14: Create User Page
- Enter the User ID, Description, Name, Address, and other related information in their respective fields.
- To select the User Permissions, check the required checkboxes. The various permissions entitle a user to various rights, as outlined in the table below.
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Table 1: User PermissionsAnchor _Toc269246233 _Toc269246233 Permission
Description
Read
Read permission allows a user to view the Adeptia Suite activities and process flows. The Read checkbox is pre-selected and you cannot un-check it.
Write
Click to check the Write checkbox to grant the user the permission to create, edit, delete and Save As Adeptia Suite activities and process flows
Execute
Check the Execute checkbox to grant the user permission to execute a process flow.
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Info These user permissions are checked prior to object level permissions so as to allow a user to or restrict a user from performing any task.
- Select the type of user from the User Type drop-down list. Adeptia support following types of users:
Table 2: Business User View Levels
User Types
Description
Sys Admin
A Sys Admin user has permissions equivalent to the Administrator. It can create and delete users and groups as well as perform all the tasks of a group admin, business, or user developer. However, only Admin and Sys Admin users can update system properties, enable clustering, stop/pause the kernel, and restart scheduler.
Group Admin
Each group has one or more "admin", who is able to manage the users within that group. A Group Admin can create, edit, and delete users within its group. He can also change the permissions of users and perform all the tasks of a developer.
Business User
A Business user has restricted rights. A Business user can only execute process flow, complete Human Workflow task and monitor the logs.
Developer
A Developer can create object such as activities and process flows etc. It also has rights to execute the process flows and monitor the logs.
- If Business User is selected, then select the level of view from the Business User View Level drop-down list. There are two types of Business User View Levels, as outlined in the table below.
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Table 3: Business User View LevelsAnchor _Toc269246234 _Toc269246234 Level
Description
Normal
A Business User with Normal view can see Adeptia Suite report and logs. It can execute the process flow, complete the Human Workflow task, and monitor the logs.
Limited
A Business User with Limited view can only view Task Manager and execute the assigned task. A Business User with Limited View cannot execute process flows. It cannot see Adeptia Suite reports and logs.
- You can select colleague of the User from the Colleague drop-down list.
You can select Manager of the User from the Manager drop-down list.
Info Colleague or Manager can be any other user. These terms are used in Human Workflow. While assigning workflow task to any user, you can enable the option to defer the task to Manager or to Colleague if the task is becoming overdue. A Manager can monitor tasks assigned to its staff. Manager can defer a task to any other user, change the priority, Due date and Expiry Date of the task.
Using calendar you can select the days on which user will not be available. To select days, click the View link in the Calendar field (see Figure 15).
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Figure 15: Calendar
Click dates, user will not be available and then click Submit button.
Info While deferring a task of any user to this user, manager can view these dates from his own Home page.
In the Status drop-down list, select the status of the user. The status of a user can be either Activate or Deactivate. The default status is Activate.
Info If you select the Deactivate option then, the user is disabled and cannot login into the Adeptia Suite.
In Group drop-down list, select the group to which user is being added. You can add the user to multiple groups. Press and hold the <Ctrl> key and select multiple groups.
Info A user can be a member of more than one group. However, he can login and access objects associated with one group at a time. For example, a user is a member of two groups: Administrators and Executives. Both these groups vary in terms of objects. He can login as a member of either the Administrators or the Executives group at a time.
Select the Send Email Notification checkbox to automatically send an email to the new user confirming the user creation. It is checked by default. Additionally, if the user changes his password, an email is automatically sent to the user stating that the password has been changed. If you do not want to send these notification emails, disable this checkbox (see Figure 16).
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Figure 16: Certificate Status
Click the Save button. This displays a screen confirming that the user has been created successfully.
Info To learn how to manage digital certificates of users refer to section Managing Keystore of Users.
To learn how to use digital certificates to sign outgoing data and how to receive incoming data, which is digitally signed, please refer to the Digital Certificate Activity section.Anchor _Toc88539813 _Toc88539813 Anchor _Toc112820593 _Toc112820593 Anchor _Hlt113000141 _Hlt113000141 Anchor _Toc114635127 _Toc114635127 Anchor _Toc134848002 _Toc134848002 Anchor _Toc144314430 _Toc144314430 Anchor _Toc177977399 _Toc177977399 Anchor _Toc226191252 _Toc226191252 Anchor _Viewing_User_Properties _Viewing_User_Properties Anchor _Toc317761234 _Toc317761234