Table of Contents. Find Users (Search) 2. Delegate Work Items 6. Reset Password 9. Unlock Account 12. Disable Account 15.

Transcription

1 Manage Users: Table of Contents Find Users (Search) 2 Delegate Work Items 6 Reset Password 9 Unlock Account 12 Disable Account 15 Enable Account 19 Change Service 22 Version 3.0 Page 1 of 29

2 Go to Complete Login. Response: System Access Manager (Welcome; User Functions) Click Manage Users. Response: System Access Manager (Welcome; Manager Functions)

3 Manage Users: Find Users Click Find User (quick find). Response: Find User Account Version 3.0 Page 3 of 29

4 Manage Users: Find Users Click/check the box. Search by User ID (employee/contractor number), First Name, or Last Name. Select the search type by using the dropdown arrow. Note: When using the search functions starts with or is enter the leading zeroes for the User ID (i.e ) When using the search function contain, no leading zeros is necessary. Click Search. Note: If the desired User Account does not appear in the List/Search Results, click New Search. Response: List/Search Results Version 3.0 Page 4 of 29

5 Manage Users: Find Users From the List/Search Results page you have the ability to do the following actions: Delegate o Access Admin (Request Contractor ID) o Approver o Reset Password o Run Reports o Service Admin Enable Disable Unlock Reset Password Change Service Note: Managers can only delegate to direct reports. Version 3.0 Page 5 of 29

6 Manage Users: Delegate Work Items Find user User ID. Click/check the box to the left of the applicable User ID. Click Delegate. Response: Delegation Management Version 3.0 Page 6 of 29

7 Manage Users: Delegate Work Items Click (highlight) a Current Delegation. Click the > (right arrow) to select the delegation. Wait for the screen to refresh. If desired select additional Delegations. Click Continue. Notes: Click the < (left arrow) to deselect a delegation. Click the >> (double right arrow) to select all delegations. Click the << (double left arrow) to deselect all delegations. Response: Delegation Confirmation Version 3.0 Page 7 of 29

8 Manage Users: Delegate Work Items Select Home tab to complete another search. Version 3.0 Page 8 of 29

9 Manage Users: Reset Password Find User Account. Click/check the box to the left of the applicable User ID. Click Reset Password. Response: Account Verification Version 3.0 Page 9 of 29

10 Manage Users: Reset Password Verify User Account. Click OK. Response: Reset Password Confirmation Version 3.0 Page 10 of 29

11 Manage Users: Reset Password Advise temporary password. Advise requirement to create a new password. Advise requirement to change password reset questions/answers. Click OK. Response: List Search Results Version 3.0 Page 11 of 29

12 Manage Users: Unlock Account Find User Account. Click/check the box to the left of the applicable User ID. Click Unlock. Response: Unlock Resource Accounts Note: Managers can unlock, but not lock user accounts. Version 3.0 Page 12 of 29

13 Manage Users: Unlock Account Verify User Account. Click OK. Response: Account Verification Version 3.0 Page 13 of 29

14 Manage Users: Unlock Account Click OK. Response: Unlock Resource Account Results Version 3.0 Page 14 of 29

15 Manage Users: Disable Account Click ok (bottom of page) Response: List/Search Results Version 3.0 Page 15 of 29

16 Manage Users: Disable Account Find User Account. Click/check the box to the left of the applicable User ID. Click Disable. Response: Account Verification Version 3.0 Page 16 of 29

17 Manage Users: Disable Account Verify User Account. Enter Comments explaining reason for disable. Click OK. Response: Disable Account Confirmation Version 3.0 Page 17 of 29

18 Manage Users: Disable Account Click OK. Response: List/Search Results Version 3.0 Page 18 of 29

19 Manage Users: Enable Account Find User Account. Click/check the box to the left of the applicable User ID. Click Enable. Response: Account Verification Version 3.0 Page 19 of 29

20 Manage Users: Enable Account Verify User Account. Click OK. Response: Enable Account Confirmation Version 3.0 Page 20 of 29

21 Manage Users: Enable Account Click OK. Response: List/Search Results Version 3.0 Page 21 of 29

22 Manage Users: Change Service Action Screen Click Manage Users tab. Response: System Access Manager (Find User) Version 3.0 Page 22 of 29

23 Manage Users: Change Service Action Screen Click Find Users (quick find). Response: Find User Account. Version 3.0 Page 23 of 29

24 Manage Users: Change Service Action Screen Click/check box next to User ID. To select a different search type, use the drop-down arrow. Other search options are; Last Name or First Name. To select a different search function, use the drop-down arrow. Other search functions are; contains, starts with, or is. Note: When using the search functions starts with or is you must use the leading zeroes preceding the userid (i.e ). Enter the appropriate search type in the open field box. Click search. Response: List/Search Results Version 3.0 Page 24 of 29

25 Manage Users: Change Service Action Screen Click/check box next to User ID. Click the Change Service button. Response: AMR Delegate Access Request Version 3.0 Page 25 of 29

26 Manage Users: Change Service Action Screen Click Next. Response: AMR Delegate Access Request Version 3.0 Page 26 of 29

27 Manage Users: Change Service Action Screen Highlight the application to change. Click Next. Response: AMR Delegate Access Request Version 3.0 Page 27 of 29

28 Manage Users: Change Service Action Screen Click the button to select the access request type you want to change. Click Save Response: AMR Delegate Access Request Confirmation Form Version 3.0 Page 28 of 29

29 Manage Users: Change Service Action Screen Click Continue Response: List/Search Results Version 3.0 Page 29 of 29