-
Choose Admin > User Management > Users.
-
To add a new user: Click the New User button on the toolbar. To edit an existing user: Click a link in the Name field, and click the Edit button on the toolbar.
-
In the Basic Information section, define these fields.
Note: If you are editing the predefined Admin user, you can edit the login name and password only. You cannot edit the predefined Exchange Admin user.
First Name: Enter the user’s first name.
Middle Name: (Optional) Enter the user’s middle name.
Last Name: Enter the user’s last name.
Account Status; By default, all new accounts are defined as “active.” If you clear this check box, you disable this user account without deleting the user. The user can no longer access APX and APX add-on products. This feature allows you to keep a database record of all active and inactive users, or temporarily inactivate users when they are on leave or vacation.
Windows-integrated: Select this check box to indicate that the user is a member of the Windows-integrated domain. This option is mandatory for setup the schedule for the Salentica Advent Data loader
Login Name: Enter a user name or ID for the new user (Example: jsmith). If the user is part of a Windows-integrated domain, include the domain name (Example: MADomain\jsmith). Windows and APX users must be identical username and same password.
Email Address: This field associates the user with a specific Microsoft Exchange user account and its private folders, and enables APX to track and synchronize items with Outlook.
-
If the user is not a Windows-integrated user, enter the user's email address.
-
If the user is a Windows-integrated user, you do not need to complete this field: APX attempts to retrieve and enter the user’s e-mail address when you save the user's information. If APX cannot retrieve the user's address, you see a message warning you about the missing address. If you entered the Login Name correctly, you can manually enter the email address, if one exists. If you entered the Login Name incorrectly, correct it and re-save the record so APX can try to retrieve the address again.
IMPORTANT: The email address you save in this field functions as the single sign-on account for the Advent Direct Community. Ensure it is unique.
New Password: If the user is not a Windows-integrated user, enter a password for the user. (This field is available only if you clear the Windows-integrated check box.) To see the rules for creating a password, click the Password Rules link.
Reenter Password: Reenter the password for verification.
Password Modification Date: APX automatically enters a date in this field, which you cannot modify.
Last Login Date: APX automatically enters a date in this field, which you cannot modify.
4. In the Role section, define these fields.
Default Role for User Groups: Select the default role that APX assigns to the user when you add this user to a user group. You can change the user’s role within a user group at any time.
Role on User's Own Private Data: Select a role to determine the type of access the user has to the user's own private data. (Data is considered "private" if the Owner By field is defined with a user rather than a user group.)
Can Access Other Users' Private Data: Select this check box to give the user the right to access other users' private data. (Data is considered "private" if the Owner By field is defined with a user rather than a user group.) Then, select a role to determine the type of access the user has to that private data. The default role is the role you selected as the user's "Default Role for User Groups." IMPORTANT: Provide access to private data to trusted users only.
User is a Member of all User Groups: Select this check box to automatically add this user to all the user groups that currently exist, and any new user groups that you create. You cannot remove this user from any individual group if you select this option.
5. Click the "Add This User to Groups" button in the User Group Membership section.
IMPORTANT: If you selected "User is a Member of all User Groups", this button does not appear on the page.
6. Select the group(s) to which this user belongs, and change the role in the group if necessary. The default role is the role you defined in the Primary Role field.
TIP: You can also add users to a user group by editing the user group.
7. Click the Select button.
