Users belong to one or more groups in the office and perform case management tasks. The main responsibility of the user is to process the folders and forward them to other users who are a part of the workflow process. You can split tasks among users by assigning different permissions to each user, so that one person will be responsible for one task.
While creating a user, you will enter some descriptive information. You can edit a user at any time. If a user is associated with a task, you cannot delete them.
You can associate a user with a group while creating/editing the user or while creating/editing the group.
Navigate to Settings > Setup > Users > Search, to view all the current users
You can manage your organization’s users in this section of the application through the menu bar items, which are described in detail in the following sections.
Search for Users
The Search for User feature helps you find an existing user based on information about them. To find a user, simply use the filters or use the wild card character "*" and click the Search button.
You will get a list of users related to your search criteria. The asterisk symbol "*" represents missing information. For example, if you enter the "A*" in the first name field, all the users whose first name begins with A will be populated.
Go to Settings > Setup > Users. The User Information Search screen displays.
Enter any relevant information into the fields as search criteria or use the default search criteria and click Search.
Create a New User Using Forms Authentication
You need to create users to enable them to work with eCASE. You can create as many users as you need. It is recommended that you enter as many user details as possible, since these will be useful when performing a user search. See Searching Users for more information. You can edit the user at any time, but you cannot delete a user, if they has any open assignments. You can create a new user in single sign-on authentication and with forms authentication.
Go to Settings > Setup > Users. The User Search screen displays.
The Search for Users screen appears. Click the New button on the menu bar. The New Users screen appears as the following if it is a Single Sign On Authentication.
Enter the new user information.
At the bottom of this page, you can configure the System Notification settings for the new user:
Click Save.
Editing a User
This option is used to edit user's information. In addition to editing the user information, you can reset the user's login status. You can also make a user inactive, provided there are no cases assigned. You cannot edit a user's ID if there is no case associated. You cannot edit Admin's ID. Users can be edited for single sign on and for forms authentication.
Click the Settings > Setup > Users.
The Search for Users screen displays. Enter the search criteria or use the default search criteria and click Search.
Select a user whose details you wish to edit and click Edit. You can edit the following information of the user:
At the bottom of this page, you can configure the System Notification settings for the selected user:
Change User Login
You can change user login when there is a change in user login Id in Active Directory or for any other reason. Select a user and click Edit to begin editing the selected user's profile. Use the menu option Change User Login to change the user login ID.
It displays a dialog, where you can specify new login ID and click the Change User LoginId menu option to apply the change.
Reset Password
You can reset a user’s password by selecting a user, and clicking Edit to begin editing the selected user’s profile. In the menu bar, click the Reset Password option to change the user’s password.
Enter in a password in the New Password and Confirm New Password fields, and click Save to finish resetting the password.
Deleting a User
You can delete users if they are not associated with any group or task.
Go to Settings > Setup > Users. The User Information screen displays.
Enter the search criteria and click Search on the menu.
Select a user and then click Delete from the menu bar.
At the prompt, click OK. The selected user will be deleted.
Alternatively, you also have the option to delete a user when editing a user. The Delete button will appear on the menu bar in the Edit screen, and clicking it will delete the currently selected user.
Viewing, Adding, and Removing Users in a User Group
eCASE allows a user to be associated with more than one group. The user is added to a specific group when it is created, and that group will be the user's default group. In this screen, you can select the user and view the group(s) to which he/she belongs. You can associate/disassociate the user from a group.
Steps to View Users in a User Group:
Go to Settings > Setup > Users.
Then Search for Users screen appears. Enter the search criteria or use the default search criteria and click Search.
Select the user item and then select the View Groups option from the menu.
The View Groups screen displays as shown below:
Steps to Add or Remove Users from a User Group:
Go to Settings > Setup > Users
Enter search criteria, or use the default criteria and click Search
Select a user and click View Groupsto open the groups associated with the selected user.
Click Add Group to open the Select Group screen.
Select a group from the drop-down menu and click Add Group to add the user.
To remove the user from a group, select the group and click Remove. Users cannot be removed from their default group.
Activate/Inactivate Users
Users can be activated or inactivated through the Users setting. Inactive users cannot access the eCASE platform in any way; they cannot login to the platform or access any eCASE components.
To activate/inactivate a user:
Go to Settings > Setup > Users
Enter search criteria, or use the default criteria and click Search
Select a user, and click Activate/Inactivate. Clicking Activate/Inactivateon an active user will inactivate the user, while clicking Activate/Inactivate on an inactive user will activate the user.
Enter comments, and click Save
Users can also be Activated/Inactivated within the edit screen for a selected user. When editing the user profile of an active user, the menu bar will display the Inactivate option. When editing the user profile of an inactive user, the menu bar will display the Activateoption.
Configuring User Applications
Whenever an application is created through the App Wizard, users can be selected to be granted access to the application. If you would like to give additional users access to the application, you can do so through the User Applications option within the Users settings.
To grant users access to an application:
Go to Settings > Setup > Users
Enter search criteria, or use the default criteria and click Search
Select a user, and click User Applications to open a window that displays the applications that the user can currently access
Select an application from the Application drop-down list, and click Add to grant the selected user access to that application
To revoke access to a specific application, click the next to the application to remove it from being accessed by the selected user.
Alternatively, the User Applications menu bar option can also be accessed when editing a user profile. Clicking the User Applications screen from within the edit window will allow you to configure the applications accessible by the currently selected user.