24 User management

24.4 Maintaining users

24.4.1 Editing user information and authorizations

When the role of a user in the company changes, it may be necessary to assign that user new roles and possibly revoke some other roles. This can be done through user search: System Admin Users Search Users Search [edit] which brings you to the same screen as presented in Figure 24.2 on page 24.2.

Similarly, there may be reasons to change the user information, such as a last name (e.g. upon marriage).

Note that if you reset a password, the new password is valid for one day unless changed. The preferred business process is for the individual with permissions to reset the password, give the new password to the user, they then log in and immediately change it.

24.4.2 Changing user preferences

Each user can change his preferences and password through the Preferences top level menu. See Figure 24.3 on page 24.3.

Refer to caption
Figure 24.3: User preferences screen

24.4.3 Deleting users

From the “User search” result screen, users can be “deleted” from the company: they have their access to the current company revoked.

Note that the user is only revoked access to the current company; the login remains a valid login for the database cluster. Administrators wanting to remove user accounts at the database level need to take additional action.