Using the Users Tab
The Users tab allows you to work with user names, account status, and passwords.
Depending on the configuration of your Security Realm, the use of this tab might be restricted to associating users or creating and updating user information. As for most pages in the Workforce Optimization Solution, the features on this page are privilege-protected.
Employees are listed in the left pane of the Users tab. You must select the employees you want to view in this pane.
To view information, click one or more employees to highlight them, then click View.
• Use the Ctrl or Shift key to select groups of employees, or click Select
All to highlight all the employees.
• Click Select None to deselect all the employees.
• Type a name in the Find box and click Go to locate a specific employee. You can filter the Name list by selecting a filter from the View menu at the top of pane. Select Create Filter or Edit Filters to create a new filter or change an existing one, respectively, as described in Using the Users Tab. The Users pane lists employees’ Names and Usernames, and displays a blank field for Password. It might also display an alert for each employee you select.
Note: The Password column is only shown if the system is configured
to use a Modifiable Security Realm.
The Alerts column is used to display user related information associated with the employee. It is typically used when errors are encountered when you are updating user information.
To modify an employee’s user name, account status, or password:
Step Action
1 Click the Users tab of the People module.
2 Select an employee in the left pane (in the Name column).
3 In the User Name field, assign a username or edit the existing username of the employee. Without a username, the employee cannot be assigned a role. To set or change the employee’s password, enter the desired password in the Password field.
The Account Status column describes the user account status. You can modify the account status of a user by choosing an account status from available options through the status selector. The account status selector menu displays the available account status options based on the current user’s account status.
The following table describes all possible user account statuses. The last two account statuses (Locked Account – Failed Login and Locked Account – Inactivity) are used to automatically lock user accounts when an account locking policy is active. For this reason the two account statuses are not available as options in the account status selector. The account locking policy can be managed (configured) through the General tab of the Administration section of the System module. See Account Locking Policy for more information.
Status Description
Active The user account is active.
Force Password Reset Forces the user to change password next time
the user logs in. The new password should be in accordance with the active password policy (General tab). See Password Policy for more information.
Force Password Reset with ID
Forces users to change their password the next time they log in, but they need to identify themselves before the password can be reset. The new password should be in accordance with the active password policy (General tab).
Locked Account – by Admin
The user account has been locked by an administrator and can only be unlocked by an administrator.
Locked Account – Failed Login
The user account has been locked
automatically because of failed login attempts. This feature can be turned on and off using the General tab of the Administration section of the System module. Once an account is locked this way, it can be unlocked automatically (depending on the settings in the General tab) or can be unlocked by an administrator.
Locked Account – Inactivity
The user account has been locked
automatically because of the fact that the user has not used the system for more than the number of days specified using the General tab of the Administration section of the
Using the Users Tab 101
Status Description
on or off (configured) using the General tab. Once an account has been locked this way, only an administrator can unlock the account.
4 Specify or change the account status by choosing an account status through the status selector.
5 Click Save. The employee’s username, account status, and password are updated.
—End—
To view or edit the usernames, account statuses, and passwords for one or more employees:
Step Action
1 In the left pane, highlight the employee(s) to view. Use Ctrl to select groups of employees.
2 Click View. The usernames of the selected employees are displayed.
3 Type the employees’ usernames and passwords, and select the account status as desired.
4 Click Save to save your changes.
When you click Save, the system tries to save all modified user information for the selected employees.
It keeps track of the ones that it had problems with, and displays a message on the page indicating the problem.
In addition, as mentioned above, one or more alert messages are shown in the Alerts column. The alerts are displayed next to the records of employees for whom there was a problem. These alerts contain additional information on the problem encountered.
5 Click the buttons at the bottom of the page to move to other employees.