Creating And Managing User Accounts – uPerform On-Premise Manuals

NOTE:

A default administrator user account is created automatically on the Server and is reserved for use by ANCILE.

Each user account must have a unique username and a unique email address. Only system administrators can create user accounts manually or by synchronizing via a directory server or file source. For more information on synchronization, refer to Creating and Managing Users Via User Information Source.

Users can edit their own user accounts, but only system administrators can delete a user account. When a user account is deleted, the user status is changed to 'inactive,' and is no longer available from the address book. The user is removed from all discussions, roles, and groups, and the user's subscriptions and notifications are deleted.

User accounts can be assigned to one or more system or project roles. If a user is not assigned to a project role, they will not see the project and its contents when logged in unless an administrator has enabled anonymous access for that project. Refer to Managing Roles for more information on the available roles.

User accounts can also be assigned to groups to restrict content access to a group of users specified by the administrator. Refer to Creating and Managing Groups for more information.

Adding, Editing and Deleting a User Account

Click Administration on the left menu.
Click Users, Roles, and Groups in the Administration area.
Click Users in the Users, Roles, and Groups area.

Perform any of the following actions:

If You Want To

Then

Find, edit or delete a user account

Enter any part of the user's name into the search field.
Click Find.
NOTE: You can also click All Users to search all users in the Server.

NOTE: If you imported users via a user information source, you can search for any attribute that has been mapped into the software. For more information, refer to Creating And Managing Users Via User Information Source.
Select the user from the list.
Go to the next step.

Add a user

Click Add New User on the left menu.
Go to step 6.

Perform one of the following actions:

If You Want To

Then

Edit user information

NOTE: Users synchronized via a file source can change passwords. Users synchronized via a directory server cannot change passwords. For more information, refer to Creating and Managing Users Via User Information Source.

Click the drop-down arrow to the right of the action button.
Click Edit User on the left menu of the Server workspace.
Go to the next step.

Edit the user ID

This option is available only for manually created users.

Click Edit User ID on the left menu of the Server workspace.
Edit the User ID.
Go to step 7.

Delete a user account

Click the drop-down arrow to the right of the action button.
Click Delete on the left menu of the Server workspace.
At the prompt, click OK.

Complete/edit the following required fields:

Field	Description
User ID	Enter the user's account identification. NOTE: Ligatures (æ), spaces, #, +, /, :, <, and > are not supported.
First Name	Enter the user's first name. NOTE: Ligatures (æ) are not supported.
Last Name	Enter the user's last name. NOTE: Ligatures (æ) are not supported.
Password	Enter the user's password. You should choose a password that is a combination of alphabetic and numeric characters and one that is not a word found in a standard dictionary. Your password cannot be blank, and it cannot contain double-byte characters..
Password Confirmation	Re-enter the new password to confirm your entry.
Time Zone	Select the user's time zone from the drop-down list.
Language	Select the desired interface language from the drop-down list. For an end user account, this will also set the user's language for use in content filtering of website documents based on language.
Email Address	Enter the user's email address.

Click Save.

NOTE:

When the user account is created, the user is automatically assigned to the All Users group membership and cannot be removed.

NOTE:

A manually-created user will receive an email from the administrator. This email contains the user's ID and password. To customize the email notification, refer to Working with Phrases in the companion manual Administration.

NOTE:

If users want to change their information, refer to Editing Your Account Information.

Assigning a User to a Project Role

NOTE:

The minimal role you should assign to a user interacting with the Server from the Editor is Author. This ensures the user will have access to Server functionality associated with creating content.

Click Projects on the upper left.
Select the project to which the user will be added.
Click Edit Properties on the left menu.
In the Project Roles area, click Edit below the role to which the user will be assigned.

Perform one of the following options:

If You Want To	Then
Assign project roles manually	Click Users. Click All Users. Perform a search or click on the first letter of the last name of the desired user. Select the user name. Click Add Selected. Go to the next step.
Assign a group of users to the end user role	Click Groups. Click the checkbox next to the group(s) you want to assign to the project role. Go to the next step.

Click OK.
Click Save.

Recovering a User Account

Click Administration on the left menu.
Click Users, Roles, and Groups in the Administration area.
Click Users in the Users, Roles and Groups area.
Click Deleted Users on the left menu.
Select the name of the deleted user.
Click Recover User on the left menu.

NOTE:

Recovered users are not added back into roles nor are they resubscribed to discussions or notifications.

Responding to a Request for a User Account

An anonymous user can request an account. This request sends a message to the Help Desk on the Server. The administrator can act on this request to create an account. To expedite the processing of these account requests, the administrator should subscribe to the Help Desk folder.

Click Administration on the left menu.
Click Users, Roles, and Groups in the Administration area.
Click Help Desk in the Users, Roles, and Groups area.
Click Create Account below the name of the requestor to go to the Create User window.

NOTE:

For detailed instructions on creating a user account, refer to Adding, Editing and Deleting a User Account.
Review the user account information.
Click Save.

Unlocking a User Account

NOTE:

A user can be locked out of an account when an invalid number of logon attempts occur. Users can still access the Editor in disconnected mode, but will only have anonymous access to the Server until the account has been unlocked.

Click Administration on the left menu.
Click Users, Roles, and Groups in the Administration area.
Click Help Desk in the Users, Roles, and Groups area.
Click Unlock Account under Request Unlock Account for the user.