Participant Management

The Participant Management view consists of:

Section Associating Users with an Organization describes how users can be associated with organizations and departments by dragging and dropping them from the All Users table to the Participant Tree.

 


Figure: Participant Management View

User Statistics

The User section provides a statistic about how many users are present and how many of those are valid users.

All Users Table

The All Users pane displays the User List that contains entries for all users.

The following screenshot displays the all users list in the Participant Management view:


Figure: All Users List

Icons are provided in the toolbar to invoke the User Dialog to create new users, invalidate users and copy users. The toolbar actions are applied to user(s) selected in the table. To select one or more user(s) in the table, click directly on the according row(s). Take care not to click on the user name directly as this results in opening the Modify User dialog. For details on selecting rows in tables, refer to section Table Row Selection of chapter Stardust Portal Components.

Column Selection and Reordering

You have the option to select the columns to be displayed in the table and reorder them. Click the Select Columns icon to open the Select Columns dialog, which is described in detail in the section Column Selection and Reordering of the chapter Stardust Portal Components.

Select Columns
Figure: Select Columns Dialog

Exporting Table Content

The data in the table may be exported to an Excel or CSV file. To export to a file, click to export to Excel or to export to a CSV file.

Please refer to the section Exporting Table Content of the chapter Stardust Portal Components for detailed information.

Sorting

The table may be sorted by any sortable column by clicking the sort icon in the column header. The table data can be toggled between ascending and descending order when the sort icon is clicked.

Please refer to the section Sorting of the chapter Stardust Portal Components for detailed information.

Pagination

The paginator controls are displayed based on the value provided in the Configuration panel of the portal. For example, if you have provided specification as one record per page and if there are three records, then the paginator controls are displayed. Please refer to the section Paginator Table of the Portal Configuration chapter.


Figure: Paginator Controls

Filtering Data Entries

You have the option to filter the data in the following columns:

Note that the filter for the Name column searches for the first name, last name or account Id of the user matching a given String value.

Select the filter icon to open the filter dialog, as described in section Filtering of the chapter Stardust Portal Components.

All User Toolbar Actions

Creating a new User

To create a new user, select the Create User icon above the user management table.

Create a New User
Figure: Create a New User.

A dialog pops up with entry fields for the user details.

When you enter first name and last name the Display As drop-down displays three formats for the user names to be displayed throughout the portal. The Display As drop-down list contains values entered in First Name , Last Name and Account fields in the following format:

You can choose any one from the drop-down list.


Figure: Display As


Figure: Enter Basic User Data.

Enter the user data like ID, name and password. Select the realm from a list of existing realms. The fields marked with an asterisk are mandatory. In the QA Probability field, the administrator can enter a user level probability, which overrides the default probability value for quality assurance on interactive activities. For details on quality assurance probability, refer to chapter Quality Assurance of the Stardust Concepts section. Quality Assurance of the Concepts section.

Modifying a User

You can modify the properties of a user by clicking on its name entry in the user management table.

Modify User Data
Figure: Click Name to Modify User Data

A dialog pops up with the registers Basic, Organization and Roles and User Groups tabs, where you can fill in the user information accordingly.


Figure: Modify the User Data.

Copying the User Details

Administrator can create users and assign organization and roles to the user using the copy user icon. It allows administrator to create a new user and grant authorization based on an existing user.

To copy the user, select any one user whose details you want to copy. As soon as you select the user, the Copy User icon gets enabled. Note that the Copy User icon gets enabled only when one user is selected.


Figure: Copy User Details

Click the Copy User icon and provide Basic details of the user. The Organization, Roles and User Group details of the existing user get populated. Click Apply. The new user is created with the same organization, roles and user groups details of the existing user.

Invalidating Users

The invalidate icon icon above the table is enabled in case one or more users are selected in the table.

Click the Invalidate User icon to start the invalidate operation.


Figure: Invalidate a User.

Invalidating users having delegated activities

In case activities and default case activities are delegated to the user(s) to be invalidated, a dialog opens to ask whether these activities should be delegated to the default participant performer.


Figure: Confirmation Dialog Box

If selecting No, the activities remain in the user worklist. In case of default case activities, though you click Yes or No, the default case activities go to Stranded Activity View. To review and delegate these activities to another participant, use the Stranded Activities View of the Business Control Center perspective.


Figure: Stranded Activities Alert Dialog Box

Success Notification

A dialog opens to notify if the invalidation of the user was successful.

Confirm Invalidation
Figure: Confirm Invalidate Operation.

Invalidation fails in the following cases:

Please note that the invalidate operation cannot be performed on the default administration user.

Show/Hide Invalidated User

You can hide the invalidated users. Once you invalidate the user, click on Hide Invalidated User icon to hide the invalidated users. To view the invalidated user, click again on the same icon. For Show Invalidated Users the icon is displayed as inactive.

Viewing Participant Tree

The Participant Management view displays the default tree hierarchy as it is created in the modeling phase. The user who has administrator rights can view the organizational structure.

Participant Tree
Figure: Participant Tree

Note:
With each organization a default department is provided to which the user can also be assigned.

Symbols used for Scoped and Unscoped Organizations

Red color square Participant Tree at the top indicates scoped organization. Whereas blue color square Participant Tree indicates the unscoped organization.

Participant Tree Toolbar

The Participant Tree toolbar consists of two options:

By default, these options are disabled. The options become enabled when you click them. Clicking on these options again turns them to Hide Models and Remove Highlighting, respectively.

Show Models

Show Models

In case you want to group participants below model node, click on the Show Models icon. The name of the model and top level organizations and roles get displayed. You can expand further to view the complete workflow of the model. In case you want to hide model, click the Hide Models icon again.


Figure: Participant Tree - Show Models

Highlight Users

Highlight User

In case you want to find the users easily in the participant tree, click the Highlight Users icon. Then select the users you want to see in the participant tree. The selected users get displayed in different colors in the participant tree. In case you want to remove the highlighting, click the Remove Highlighting icon. Also note that when you perform the refresh operation on the page, the highlighting is not retained.


Figure: Participant Tree - Highlight Users

Participant Tree Node Menus

In the participant tree, you can create, modify and delete departments.

You can also create and assign users for the following:

Section Creating the User from Un-scoped Organization describes as an example the creation of a user for an un-scoped organization.

Creating a Department

To create a department:

  1. Right-click on the scoped organization and click Create Department


    Figure: Create Department Menu

  2. Enter Department ID in ID text box. Make sure that the Department ID is unique
  3. Enter Department name in the Name text box


    Figure: Create department dialog box

  4. Click Apply
  5. Click Update icon to see the newly created department. The newly created departments are now displayed in the tree:


    Figure: Participant Tree Node - Created Department

Modifying a Department

To modify a department:

  1. Right-click on the newly created department
  2. Select Modify from the menu


    Figure: Modify Department Menu

  3. Change the name or description


    Figure: Modify department dialog box

  4. Click Apply

Deleting a Department

Note that to delete a department all activities should be completed under that department. If activities are not complete then you cannot delete the department.

To delete a department:

  1. Right-click on the department
  2. Select Delete from the menu


    Figure: Delete department menu

  3. Click Yes in the Confirm Delete Operation dialog box

Creating the User from Un-scoped Organization

To create the user from an un-scoped organization:

  1. Right-click on the un-scoped organization and click the Create User option. The Create User dialog box gets displayed.


    Figure: Un-scoped Organization - Create User

In similar manner, you can create user for implicitly scoped organization, departments, roles and user groups. However note the following:

Associating Users with an Organization

You can associate the user with:

To associate the user with the organization:

  1. Click the dotted lines displayed adjacent to each user in the Name column of the all users list

    user drag
    Figure: Drag User

  2. Drag the mouse on the organization or the role with which you want to associate the user as shown in the following screenshot:


    Figure: Drop User

    The tree node gets expanded after the successful association. The following screenshot displays the user associated with the role:


    Figure: User Association with Role

Removing the User Association with the Organization

To remove the user association:

  1. Right-click on the user you want to remove from the organization


    Figure: Remove User Association with Role

  2. Select Remove from the menu. The associated user gets removed from the participant tree.

Please refer to the section Modifying a User and Invalidating Users to modify or invalidate the user associated with the organization.

Cardinality

If cardinality is set for a role during modeling, there is maximum of users who can be assigned to this role. In case you try to assign a user to a role, which cardinality is already reached, the user can't be assigned and the following message is displayed:

Cannot assign more users to participant. Cardinality <cardinality> exceeded.

Please refer to the chapter Modeling the Organizational Structure of the Stardust Online Documentation - Modeling Guide section Cardinality of the chapter Modeling the Organizational Structure for information on how to set the cardinality for roles.