User Guide PrimePortal – User Administration

Index General Add a local user Add a domain user Edit a user New password Delete a local user Delete a domain user Search User mode Group mode Module : User Administration

General Module : User Administration In the user administration tool the user administrator can: Add a new user (local or domain) Edit a user (change permission, send out new password etc.) Delete a user Define user access rights Search for a user Each portal has a user administration tool which is available for users with specific permission. Usually all the user administration is delegated to the CGI delivery team. Module : User Administration

Add a Local user Select New user Module : User Administration

Select Local user and press OK. Add a Local user Select Local user and press OK. Module : User Administration

Add a Local user Module : User Administration Fill out the mandatory fields First name, Last name, E-mail, User id and Groups E-mail will be sent to the user with login information. The user will login with acc\<user id>. In this case acc\Anna Smith. When you are happy with the settings for the new user select Save. Select which group/s the user should be a member of. That will determine the users permissions in the portal. In this case All Areas group is selected. Module : User Administration

Add a Domain user Select New user Module : User Administration

Add a Domain user Module : User Administration Select groupinfra (for a CGI user) OR groupsvcs (for a Remedy user) and press OK. In this case we have selected groupinfra. Module : User Administration

E-mail will be sent to the user with login information. Add a Domain user Enter the user id. First name, last name and email are filled in automatically. In case the user id does not exist, the above credentials don’t appear. E-mail will be sent to the user with login information. Select Search. Select which group/s the user should be a member of. That will determine the users permissions in the portal. In this case All Areas group is selected. Select Save. Module : User Administration

Edit a user Module : User Administration Depending on the type of user (local, groupinfra, groupsvcs) different user attributes are editable: Local user: all attributes except User id Groupinfra, groupsvcs: Only Description and Group(s) are editable due to that this user type is managed in a another AD (active directory). In this screenshot we see a local user. Find the user to edit via User administration start page. Perform the required changes and select Save. Module : User Administration

New password Module : User Administration Note! It is also possible for the user to order a new password via https://define.primeportal.com/support/Pages/PrimePortalForgotPassword.aspx Find the user via User administration start page. Note! It is only possible to send a new password for a local user. Select New Password. The new password will be sent in an e-mail to the registered E-mail address. Select Save. Module : User Administration

Find the user via the User administration start page. Delete a local user Find the user via the User administration start page. Select Delete. Module : User Administration

Find the user via the User administration start page. Delete a domain user Find the user via the User administration start page. Select Remove. Module : User Administration

Search Module : User Administration On the User administration start page you are able to search for users. Select display mode User mode: to search for a user or create a new user Group mode: to see a list of all groups and their members Module : User Administration

The search result is possible to export to .xls or .pdf format. Search – User mode The yellow icon shows that this is a domain user. The domain name will also be visible if you hover the icon. Select which type of users you want to include in the search (local users, groupinfra users or groupsvcs users) In this case the search was performed on Local users where the name included Ann and users permissions was also selected to be visible in a separate column. The search result is possible to export to .xls or .pdf format. Select Show members of if you want to include a column with the user’s permissions in the search result. Fill out parts of or full Name, User id and/or E-mail if you want to search for a specific user/s. When you are happy with the search criterias select Show users to perform the search. Module : User Administration

Search – Group mode Module : User Administration Select New user if you want to create a new user where the selected group is pre-selected. Select a group to see their members. The members are displayed in the bottom of the page. Members of the group Order displayed in a grid. It is possible to export all groups or members of a selected group in .xls or .pdf format. The display mode Group will show a list of all available groups. Module : User Administration

Questions? If you have any further questions feel free to contact us at: servicedesk@cgi.com Module : File Archive

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