Users

System Administrators

System Administrators: Add New User

To add system administrator:

1. Click Users Menu.
   
2. Click System Users sub-menu.
   
3. Click Add New User button as shown below. 
   

Figure 6a: Adding System Administrators

4. User details screen appears as below. 
   

Figure 6b: System Administrator’s Details Screen

5. Enter System Administrators details.
   
6. User will be forced to change the password after the first logon.
   
7. Click Create to add System Administrator. 
   

Figure 6c: Enter a System Administrator’s Details

8. User created successfully message appears.  
   

Figure 6d: System Administrator Added Successfully message

Table 7: Add New User: User Details Field/Button Description

System Administrators: Search

To search system administrator:

1. Click Users menu. Click System Users sub-menu.
   
2. Enter search string in the Search Users box.
   
3. Click Search.  
   

Figure 6e: Searching System Administrator

System Administrators: Advanced Search

To search system administrator,

1. Click Users menu. Click System Users sub-menu.
   
2. Click Advanced Search. Use advanced search options to find the specific system administrator. Click Search.  
   

Figure 6f: Searching System Administrator

3. Select a column from the drop down list on which you want to put a filter criteria. 
   

Figure 6g: Select Column for filtration

4. Select a Comparator. 
   

Figure 6h: Select Comparator

5. Provide a value to compare the value of Username.  Click Add Filter. 
   

Figure 6i: Select Value for comparison

6. You can now see the filter condition applied a shown below (Username like sys).
   

Figure 6j: Searching System Administrator

7. You can add more advanced search filter criteria by filter conditions as described in the step above. Choose the column and the comparator for filter value. Repeat this for more columns and continue Adding Filters.
   
8. Advanced search options for System users are explained below. They are available for tenant name, username, first name, last name, created date and last updated date. The drop down values for these search options are explained below.
   

Table 8: Advanced Search Options by Name

Table 9: Advanced Search Options by Date

System Administrators: Edit 

To edit the system administrator’s details:

1. Click Users menu. Click System Users sub-menu.
   
2. View the System Users list. You may filter the list using Search or Advanced Search criteria.
   
3. Click Username link corresponding to the System Administrator you wish to edit. Please note that the default Sysadmin user is not editable.
   

Figure 6k: Editing a System Administrator’s Details

4. An Edit User pop-up appears. 
   

Figure 6l: Editing a System Administrator’s Details

5. Edit the details. Field descriptions are same as for Add User (Refer Table3).  
   
6. You may edit all fields except the username.
   
7. Click Save to save the edited details. 
   

Figure 6m: Saving an Edited System Administrator’s Details

8. User updated successfully message displays.  
   

Figure 6n: System Administrator updated successfully

System Administrators: Delete

A System Administrator cannot be deleted.

Tenant Users

Tenant Users: Add new User

To add a new tenant:

1. Click Users menu. Click Tenants Users sub-menu.
   
2. Click Add New.
   

Figure 7a: Adding New Tenant User

3. The User Details page appears as shown below. The User type created is Native User. 
   

Figure 7b: Enter Tenant User Details window

4. Enter User details as shown below. Enter Users Details (First Name, Last Name, Email Id, Username, and password) 
   

Figure 7c: Tenant User Details Entered

5. Choose a role from the drop down list as shown below.  
   

Figure 7d: Role Selection for Tenant User

6. In this case Tenant Admin role is selected as seen below. Click Create.  
   

Figure 7e: Tenant User Click Create

7. User created successfully message is displayed.  
   

Figure 7f: Tenant User Created Successfully

8. A newly created user has State- UNVERIFIED.
   
9. Now login with the newly created user. 
   

Figure 7g: Login with new Tenant User

10. When the user logs in for the first time the user is forced to Change Password. Provide old and new passwords. Click Change. The user is taken to the login screen.  
    

Figure 7h: Change New Tenant User Password

11. When the user logs in for the first time the state changes to ACTIVE. The following snapshot shows the user state has now changed to ACTIVE.
    

Figure 7i: New Tenant User State

12. User States are discussed in a following section - Tenant Users: State.
    

A description of the fields in the User Details page is provided in the table below.

Table 10: “Add New User”: User Details

Tenant Users: Search

To search tenant users:

1. Click Users menu and Tenant Users sub-menu. A list of all tenants appears in tabular format as seen in the figure below. The column descriptions are provided in table below. 
   
2. Enter a search string in the Search Users field to filter the records. 
   

Figure 7j: Tenant Users

Table 11: Tenant List Column Description

Tenant User: Advanced Search

The following steps demonstrated Advanced Search,

1. Click Users menu and Tenant Users sub-menu.
   
2. Click Advanced Search. 
   
3. Search for the specific tenant user using advanced search filter options. Click Search. Field descriptions for advanced search filter options are provided below. 
   

Figure 7k: Advanced Search on Tenant User

4. Select a column on which you wish to place filter criteria as shown below.
   

Figure 7l: Select Column for filter condition

5. Select a Comparator from the drop down list.  
   

Figure 7m: Select Comparator

6. Provide a value to compare the column (in this case Username) with.
   

Figure 7n: Select value for comparison

7. The filter criterion is added as shown below.  
   

Figure 7o: Filter Condition added

8. You may add more filter criteria. You may also clear filters.
   

Advanced search filter options for Tenant users are explained below. They are available for Username, first name, last name, created date and last updated date.

Table 12: Advanced Search Options by Name

Table 13: Advanced Search Options by Date

Tenant Users: State

In this section we discuss User States.

1. User State Possible Values
   

The possible values for User Account State are as follows, 

1. Unverified
   

As soon as a user account is created it goes into UNVERIFIED state. When user try to login for the first time dormancy check will be applied and if account happens to be dormant, then account state changes to DISABLED otherwise ACTIVE. 

2. Active
   

User performs normally when in this state.

3. Locked
   

A user may be locked on crossing the max Number of Attempts for unsuccessful login set in the SettingsSysadmin Policy/Tenant Policy menu. The schedules configured by the locked user may continue to run.

4. Dormant
   

If an account has had no activity for a long period of time, then the account is marked as dormant. A dormant account is automatically disabled. The Dormancy Period (In months) is set in the SettingsSysadmin Policy menu.

5. Disabled
   

A user can be manually disabled. If a user is disabled, their schedules get automatically disabled. A display message to show this warning is shown in the confirmation box for disabling user.

6. Deleted
   

A User Account is in DELETED state when an Administrator deletes the account. The User is soft deleted (Disabled in background). This state is not displayed on the UI.

7. Enabled
   

A user can go to enabled state from disabled, dormant or locked state; but user is yet to login. Once the user logs in the state changes from Enabled to Active.

2. User States Inter relationships
   

The inter relationship between User States is depicted in the diagram below,

Figure 7p: User State interrelationship

3. User State – Login behavior
   

Additionally, to complement the User State inter relationship diagram above, the following diagram shows the Login behavior of Users with in States. The diagram depicts the different user states. 

10. If user is in Active State upon login it goes to the AutomationEdge UI Landing page.
    
11. If user is in Enabled or Unverified state upon login it is marked as Active and goes to AutomationEdge UI Landing page.
    
12. If user is in Locked, Disabled, Dormant or Deleted state upon login a generic failure message is displayed.
    

Figure 7q: User Login Activity

4. User States – Visual Depiction
   

2. AE Tenant Users menu is seen in the snapshot below with different users in LOCKED, ACTIVE, DISABLED, ENABLED states.
   
3. To change the State of any user click on the State link in the State column below and perform further actions. The steps to change State are discussed in the next section.
   

Figure 7r: Depiction of several User States

Unlock User

Locked, Dormant or Disabled tenant users can be Enabled.  

Tenant Administrator Users can be unlocked by the System Administrator user. Tenant Users can be unlocked by System Administrators or Tenant Administrators.

Following are the steps to unlock a tenant user.

1. Navigate to UsersTenant Users menu.
   
2. In the state column click the LOCKED/DORMANT/DISABLED link corresponding to the tenant user you wish to enable. In this case we will enable tenant1user.
   

Figure 7s: Unlock Tenant User

3. A Select Action pop-up appears. 
   

Figure 7t: Confirm New Password Screen

4. Locked users can be unlocked or disabled as seen in the drop down list.
   

Figure 7u: Select operation on locked user

5. Since Unlock is the purpose of this section Unlock User is selected as seen below.
   

Figure 7v: Select Action Unlock User

6. An Unlock User pop-up appears. 
   
7. Provide the new Password and Confirm Password as seen below.  
   

Figure 7w: Provide and confirm New Password

8. User ENABLED successfully message appears. As you can see in the snapshot below the icon next to tenant1admin shows that it is unlocked.
   

 Figure 7x: User Account unlocked message

9. You may now login with tenant1admin with the newly set password. 
   

Figure 7y: Login with new Tenant User

10. The first time you login, it forces you to change the password as shown below. 
    

Figure 7z: Change New Password on first Login

11. Once you change password user state is changed to Enabled. Login with the new password. 
    

Figure 7aa: Login Screen 

12. Upon login user state changes to Active.
    
13. Once again navigate to the Tenant Users menu of System Administrator. 
    
14. You can now see that tenant1user is Active.
    

Figure 7ab: tenant1user State is Active

15. We saw how a Locked user goes to Enabled state and then Active State after login. This completes the process of unlocking a user account.
    

Disable/Delete User

System Administrators can manually Disable/Delete Active Tenant Administrators as well as Tenant Users. Tenant Administrator Users can be Disabled/Deleted by the System Administrator user. Tenant Users can be Disabled/Deleted by System Administrators or Tenant Administrators.

Following are the steps to Disable/Delete a tenant user.

1. Navigate to UsersTenant Users menu.
   
2. In the state column click the ACTIVE link corresponding to the tenant user you wish to Disable/Delete. In this case we will Disable/Delete tenant1user.
   

Figure 7ac: Disable/Delete Tenant User

3. A Disable User pop-up appears. You may click Disable button to disable the user.
   

Figure 7ad: Disable User

4. In addition if Delete this user checkbox is enabled, you need to provide a period in months when the user will be deleted. This is a soft delete. Once account is deleted it cannot be restored. Deleted state is not displayed on UI. 
   

Figure 7ae: Delete User

5. In this case we will leave Delete this user unchecked. 
   

Figure 7af: Disable-Delete User

6. User account Disabled successfully message appears. As you can see in the snapshot below the icon next to tenant1admin shows that user state is Disabled.
   
7. Figure 7ag: User Account Disabled message
   

8. Once again navigate to the Tenant Users menu of System Administrator. 
   
9. You can now see that tenant1user is Disabled.
   

Figure 7ah: tenant1user State Disabled

10. This completes the process of disabling a user account.
    
11. Let us go to the second scenario where we shall check the Delete this user checkbox. 
    
12. If Delete this user checkbox is enabled, you need to provide a period in months when the user will be deleted (soft delete). Click Disable. 
    

Figure 7ai: Provide and confirm New Password

13. A message appears showing user disabled successfully.   
    

Figure 7aj: User State

14. This completes the process of Disable/Delete user. 
    

Tenant Users: Edit

To edit the tenant user details:

1. Click Users menu and Tenants Users sub-menu
   
2. View the list of tenants.
   
3. Click the Edit icon () corresponding to the tenant user you wish to edit.   
   

Figure 7ak: Editing Tenant User’s Details

4. If you want the user to change the password after the first login, check the Force Change Password checkbox.
   
5. Click Save to save the edited details. 
   

Figure 7al: Saving a Tenant User’s Details

6. User updated successfully message displays.
   

Figure 7am: User updated successfully message 

Tenant Users: Delete

To delete a Tenant User:

1. Click Users menu and Tenant Users sub-menu.
   
2. Click the Delete icon ( ) corresponding to the tenant user you wish to delete.  
   

Figure 7am: Deleting a Tenant User

3. Click Delete.
   

Figure 7ao: Confirming Deletion

4. User deleted successfully message displays. 
   

Figure 7ap: User Deleted