Creating and Editing User Accounts

You can create, edit and invalidate user accounts in the Participant Management view of the Administration Perspective.


Figure: Participant Management View

Getting an Overview over all Users

User Statistics

The Users section on top of the view provides a statistic about how many users are present and how many of those are valid users.

Viewing all Users

The All Users table contains entries for all users.


Figure: All Users List

The following user data is displayed:

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.

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, where you can fill in the user information accordingly.


Figure: Modify the User Data.

Copying 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 details of the existing user get populated. Click Apply. The new user is created with the same organization, roles and user groups association 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. For details refer to chapter Monitoring Stranded Activities for details on this view.


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.