User Management
The Users icon in the sidebar is only available if you have been assigned Account Manager permissions.
It enables you to view a list of users with Platform accounts and create or edit individual users.
| Name | Value | Description |
|---|---|---|
| User Roles | Account Manager | Users with the account manager role are able to administer users within the Platform. Additionally, they are assigned System Admin permissions in Wands |
| Products | Wands for Oracle | Users can be assigned multiple insightsoftware products and licenses |
| Status | Pending, Active, Deactivated | When a user is first added to the Platform their account status is Pending. Once the user has logged on, their status changes to active |
| Last login | Date and time | The timestamp of when the user last logged onto the Platform |
Create Users
To create a new user select the Users icon on the sidebar and click the Create User button. Enter values for First Name, Last Name and Email address of the new user.
When creating a user you can:
Grant the user Account Manager permissions
Assign the user Designer, Power User or Viewer licenses
Optionally send a registration email to the new user once created
Users can also be created by importing a CSV file (exported from Oracle) with the required user information. Click on the Import Users button at the top right corner of the User Management page.
Search Users
To search for a user, go to the Search area at top of the Users list and type characters that refer to the user you are looking for. As you type, the Users list starts to narrow down automatically showing matching criteria.
Edit Users
In the Users screen, select the user record by clicking the row with the user name. In addition to being able to update the users details, roles and license assignments the more options icon provides access to additional user actions including deactivating and removing the user.