User Management

A Super Administrator or Organization Admin can add other users in an organization.

For user management, perform the following steps:

  1. On the main menu bar, click on RBAC menu.
  2. Click User Management. The User Management page appears.
    Figure 1. User Management
    A screenshot of a computer Description automatically generated
  3. It lists the available users in a tabular view and allows users to create a new user, edit the existing user, and unblock any locked user.

Add Single User

A Super Administrator or Organization Admin can add a new user in an organization by performing the following steps:

  1. On the User Management screen, click plus sign. The Add User page appears.
    Figure 2. Add New User
  2. You must provide the details for the following fields on the Add New User page.
    1. Specify the email address to send or receive notifications in the Email field.
    2. Specify the username.
    3. Select the organization to which the user belongs in the Parent Organization.

    Further fields get auto populated based on the authentication type of selected organization.

    In the case of selecting the organization with Form Based Authentication, the user password will be auto generated in the Password field.

    Note:
    This password field remains invisible in the case of organization with SAML and LDAP based authentication.
    Figure 3. Select Organization
  3. Select other organizations to which the user needs to be mapped in Secondary Organization.
  4. Select the Time Zone to which the user belongs.
  5. Select an Active check box to activate the user immediately after creation.
  6. Select IsAPIUser check box to enable the user to access certain services of iAutomate only through APIs and not the Web User Interface.
    Figure 4. Add New User (Cont.)
    A screenshot of a computer Description automatically generated
  7. Select the Mail Notification Preference based on which if valid SMTP details are configured then the corresponding emails will be sent to the user.
    Note:
    The bulk upload option is only visible to organization admin.
  8. Click Submit.
  9. A confirmation dialog box appears.
    Figure 5. Add New User (Cont.)
    A white background with black lines Description automatically generated

    The new user is added and appears in a list of users.

Bulk Upload of User

Users can view upload the user data and its profile data by filling the template and uploading.

Note:
The bulk upload option is only visible to organization admin.

To bulk upload user data, perform the following steps:

  1. On the User Management page, click on new user.
    Figure 6. Edit User
  2. To upload bulk user data, select the ‘Bulk Upload’ option.
    Figure 7. Edit User (Cont.)
  3. Download the template and fill out the data of users that need to be bulk uploaded.
  4. Click on upload.
  5. A confirmation dialog box appears.
    Figure 8. Edit User (Cont.)
    A screenshot of a computer Description automatically generated
Note:
If the file being uploaded contains some user emails that already exist, then it partially uploads user data which are not already there.

Edit User

Users can view an existing user, review the available information, and edit the user details.

To edit the existing user, perform the following steps:

  1. On the User Management page, click next to the user, the user wants to edit.
    Figure 9. Edit User
  2. Edit the details as required and click Update to save changes.
    Figure 10. Edit User (Cont.)
  3. A confirmation dialog box appears on the screen.
    Figure 11. Edit User (Cont.)