Users - Global Admin

View, filter, and export a list of users

View users

You can view the following user details:

• Username
• First Name
• Last Name
• Display Name
• Email ID
• Manager Name
• Licenses
• Apps

Filter users

You can filter users according to the following:

• Username
• First Name
• Last Name
• Display Name
• Email ID
• Manager Name

Click the  icon next to the preceding column names in the User table, on the Users page. You will be prompted to select detailed, filtering criteria in the pop-up dialog box. After making your selection, click Filter on the dialog box. The filtered results will be updated on the User table.

Export users

You can export the list of:

• All users by clicking the Export All button.
• Select users by selecting the check boxes corresponding to those users and then clicking the Export Selected button which appears after you have selected one or more users.

Add users

Quick add a user

Using this option, you can enter important details of a user manually to add a single user.

To Quick Add a user:

1. Click on the User menu, click Manage, and then click Quick Add. This will open the top panel and user information will be requested. Username, First Name, Last Name, Display Name, and Email ID.
2. Provide these details or select user using lookup option (available next to Username textbox).
3. Click the Save button.
4. Once the user is added, you will receive a success message.

Add a new user

You can enter user details manually to add a single user. This option also enables you to assign licenses and add users to apps and to app groups.

To add a new user individually:

1. Click on the Users menu, click Manage, and then click Add New User. The Add New User page appears.
2. Click Lookup User to automatically populate user information such as Name, Department, and Job Title. Or, enter the following information:
   • Username
   • First Name
   • Last Name
   • Display Name
   • Salutation
   • Email ID
   • Manager username
   Note:

    Lookup User picks up users according to the authorizations and allowances of SAML providers such as Auth0, OKTA, and Azure.

3. Select the following:
   • Department - Options include departments added on the Departments page. If a department name is not available in the options, go to the Users > Department tab and add department names.
   • Job Title - Options include the job titles added on the Job Titles page. If a job title is not available in the options, go to the Users > Title tab and add job titles.
   • Suffix
   • Developer Proficiency Level - For further information, see the Developer Proficiency Level section at Manage Preferences.
4. Click Next. The License page appears.
5. On the License page, select the license.
6. Now click Next. The Role and Group appears.
7. On the Role and Group page, open the drop-down list for the app to view app groups. Then select the groups to which you want to add the user. The number of groups to which the user is added is updated in the Apps window.
8. Click Submit. A message appears on the screen notifying you that the user has been created successfully.

When you upgrade Evolve, the local storage/session storage of the website does not get updated automatically. In order to get the new limits for the below mentioned fields, you need to clear out the application data(for Evolve) and re-login for new validations to work.

Increasing of character limit for below fields for Add user:

Import users

You can import users from Microsoft Excel or from Active Directory.

Import users from Microsoft Excel

You can import single or bulk users using Microsoft Excel.

To Import users from Excel:

1. Click on the Users menu, click Manage, and then click Import from Excel. The Import from Excel pop-up appears.
2. Click Download to download the template file.
3. Fill the template with information.
4. Click Attach Files, and select the file to which user information has been added.
5. Click Upload to upload the populated Excel sheet. A page appears confirming the number of successful uploads. If any user information not been uploaded, a detailed, tabulated list of those users appears specifying the errors for each user.

Import users from Active Directory (AD)

Use this option when you want to add bulk users from Active Directory (AD).

To Import users from AD:

1. Click on the Users menu, click Manage, and then click Import from AD. The Select People pop-up window appears. You can search users or AD groups from this window.
2. Enter Username or First Name or Login Name or Email of the user you want to search. OR Enter the AD group name you want to search.
3. Hit Enter or click to search the users.
4. Select the users by clicking the checkbox next to each Username. The selected users are then listed below in the Selected Users.
5. Click Select All selected users appear in a table in the Import from AD wizard.
6. Click Next. The License page appears.
7. On the License page, select the license.
8. Now click Next. The Role and Group appears.
9. On the Role and Group page, open the drop-down list for the app to view app groups, and then select the groups to which you want to add the user. The number of groups to which the user is added is updated in the Apps pane.
10. Click Next to see detailed information for all users being added.
11. Click Submit on the summary screen. A message appears notifying you that the user has been created successfully. If there is an error, the error details will also be displayed on the summary page.

Edit users

To edit user information:

1. Go to the Users page, click Manage, and select a user.
2. Click Edit to change user information. On the Update User page, make your changes, and then click Next.
3. Click Submit to save your changes. A message appears on the screen notifying you that the user information has been updated successfully.

Delete users

To delete a user:

1. Go to the Users page, click Manage, and select a user.
2. Click Delete to delete a user. A pop-up dialog box appears prompting you to confirm the deletion.
3. Click Yes. A message appears on the screen notifying you that the user has been deleted successfully.

 Users will not be deleted in the following cases: 

• The user has current or future task assignments.
• The user is referenced in a Solution or WebService.
• The user is part of an administrative group such as a Global Administrator, Reports Admin, Visitor, QueryDDA, and/or System Runner group.
• The user is part of an active or future out of office delegation.
• The user has a license or licenses to assign to other users.

Upon deleting a user, all scheduled recurring jobs for that user are permanently deleted.

Assign licenses and add to app groups

User licenses and user permissions on the apps can be controlled from the Users page. On the Users page, there are columns which include the Licenses and Apps. The Licenses or Apps for which the user has permissions are displayed as a number on this page. This number is a link, and clicking this link opens the Licenses pane or the App groups pane. From these panes, you can assign or revoke licenses and add a user to any app group.

For more information, refer to Manage Groups, Permissions, and Global Roles.

Refresh Users page

This option allows you to refresh the Users page. Use this when you have multiple admins and one admin user wants to see the changes made to this page by other admins.