Creating a User

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).

Figure 13: Manage User page

Click the Create New button to create a new user. The Create User page is displayed.(see Figure 14)

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.

Table 1: User Permissions

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.

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.

Table 3: Business User View Levels

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.

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).

Figure 15: Calendar

Click dates, user will not be available and then click Submit button.

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.

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.

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).

Figure 16: Certificate Status

Click the Save button. This displays a screen confirming that the user has been created successfully.

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.