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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 in the Users table, 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.
to
learn more about managingthe
Userslist.
Create a system user
Within the Users list, SimpleOne administrators can create, edit, and delete records.
Tip |
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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 or Save and Exit to apply the changes.
The User form description
Field | Mandatory | Description |
---|---|---|
Login |
Y | A unique user login identifier. |
First Name |
Y | User's |
first name. | ||
Last Name | Y | User's last name. |
Password |
N | Assign user's login password with further opportunity to change it if needed. See the Resetting a Password article to learn about the process from the end-user point of view. See the Password resetting configuration article to set up the process you need. | |
Y | A user's email address. This attribute value should be unique within the system. | |
Active | N | 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 | N | Specify the LDAP server used for storing the users accounts. |
Locked |
Out | N | Set this checkbox active to assign this user as a non-interactive user. |
Photo | N |
Use this field to assign a photo to the user's record. Click the clip icon | ||
Timezone | Y | Specify |
a preferable timezone selecting it from the list. |
| ||||
Language | N | Specify a preferable language from the list.
| ||
Date Format | N | Specify a preferable date format for this user.
| ||
Primary Group | N |
Assign user's group clicking on the magnifier icon and selecting one from the list appeared. | ||
Password needs reset | N | Set this checkbox active if the password needs to be changed by the user on the first login. |
Related |
---|
Lists | ||
---|---|---|
User Group | N | All the groups that a user is assigned to. |
User Role | N | All user's roles that are specified by the administrator. |
Employee | N | The tab contains related employee records from the Employee list. |
Configure username properties
You can use the simple.username.pattern property to define a pattern for username validation.
- Navigate to System Properties → All Properties.
- Find the simple.username.pattern property using the list search boxes and open it.
- In the Value field, specify all necessary symbols that will be available for creating usernames.
- Click Save or Save and Exit
The simple.login.username.sensitivity.enabled
property allows or forbids creating similar usernames with case-sensitivity.
To configure these properties, please follow the steps below:
- Navigate to System Properties → All Properties.
- Find the simple.login.username.sensitivity.enabled property using the list search boxes and open it.
- In the Value field, set true to allow creating similar usernames or false to forbid it.
- Click Save or Save and Exit
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 |
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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 heapselect form, select the roles from the list of available ones.
Click Save or Save to and Exit to apply the changes and leave the form.
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