Create

Screen access

In the menu, select "User Management", then "User".

Then click on the "Create" tab. The User Create View will be displayed.

In this screen, the following information is mandatory:

First name : First name of the user being created
Last name : Last name of the user being created
Email address : Email address of the user being created
Telephone number : Telephone number of the user being created
User type : User Type of the user being created
- At Support and Entity OU levels, only the user types "Admin" and "Operation" are available
- At Customer OU level, only the user types "Admin" and "Business" are available
  
  As soon as a User Type is selected the system will provide a list of
                                              available User Groups that match this criteria, in the "Grant Selection"
                                              sub-section.
                                              These User Groups are grouped by service. At the beginning of each line, you
                                              will find a check box, checking it will make the User belong to this group.
                                              You can also expand the User group to display:
  1. The Functional Roles that are part of this User Group, in column n°1
  2. (as soon as you highligth a Functional Role) the Resource Groups linked to the highlighted Functional Role, in column n°2
  3. (as soon as you highligth a Resource Group) the Resources that are part of the highlighted Resource Group, in column n°3
User properties : user properties of the user being created (if a Property can be modified, at the User Creation level, the Administrator can change the default property value via a drop down). At the user creation, a set of user properties is defined based on the setup done at the OU level. These default user properties can be updated by an Administrator of the Support and Entity OU's). Summary of available user properties:

When all mandatory fields have been filled, click on the "Submit" button to complete the creation of the user. The 4-eyes review will then have to be performed, during this step the credentials information (user password and certificate storage location) of the user being created will have to be provide (see "Create password & certificates" sub-section). Please note that the P12 password is the password that protect the certificate file (also called "P12"). The Approval View can be reached either via the Task Portlet or via the User Query View, by all Administrators (except the Current Administrator) granted with the required Functional Role (see the "Required Functional Role" for more details).

Only an Admin user granted with the Functional Role "User Admin" can create/modify a User. An Operation user cannot create a user.

User Grant

It is not possible to grant a particular user with a Functional Role or Resource Group. The grant can only be performed on a User Group. (See "User Group > Create" section for more details).