The Users list is an automatically generated by the system list used to keep all detailed information about employee account and login settings required for authentication. It provides to register data about SimpleOne users activity in your system.
The system automatically generates a User record, when the SimpleOne administrators add a new Employee to the list.
A system caller
System callers are user records manually created that don't have related employee records and are used as system bots. For system records created by these users, a Caller field is replaced by the System Caller and is filled with the system bot record.
| Info |
|---|
See Administrator Actions to learn more about managing the Users list. |
Create a system user
Within the Users list, SimpleOne administrators can create, edit, and delete records.
| Tip |
|---|
Role required: admin. |
To create a new user, follow the steps below:
- Navigate to User Administration → Users.
- Click New and fill in the form fields.
- Click Save to apply the changes.
The User form description
Field | Description |
|---|---|
| User ID | A unique user login identifier. |
| Display Name | A name displayed in the system. |
| First Name | User's full first name. |
| Last Name | User's last name. |
| Password hash | Assign user's login password with further opportunity to change it if needed. |
| A user's email address. | |
| Active | Set this checkbox on to make the user active. The active state allows users to work with all the features of the SimpleOne system |
| Ldap server | Specify the LDAP server used for storing the users accounts. |
| Locked out | Set this checkbox active to assign this user as a non-interactive user. |
| Created by | A field containing the reference to the user created the current record. |
| Updated by | A field containing the reference to the user updated the current record. |
| Photo | Use this field to assign a photo to the user's record. Click the clip icon |
| Timezone | Specify the user's timezone selecting it from the list. |
| Employee | An employee record related to the user. Leave this field empty if you want to create a system caller. |
| Primary Group | Assign user's group clicking on the magnifier icon and selecting one from the list appeared. |
| Password needs reset | Set this checkbox active if the password needs to be changed by the user on the first login. |
| Related lists | |
| User Group | All the groups that a user is assigned to. |
| User Role | All user's roles that are specified by the administrator. |
| Employee | The tab contains related employee records from the Employee list. |
| Attachment | This tab contains files attached to the record. |
Specify a user role
A role granted to a user determines the level of access to the SimpleOne system features. Generally, a user inherits a role from the group assigned. Learn more about specifying a group role.
You can also assign a role to a user directly.
| Tip |
|---|
Role required: admin or security_admin (in case you want to grant the security_admin rights to a user). |
To assign a role to a user, follow the steps below:
- Open the user's record form.
- In the Role related list, click Edit.
- In the heap select form, select the roles from the list of available ones.
Click Save to apply the changes and leave the form.
| Table of Contents | ||||
|---|---|---|---|---|
|