Users

Users are your stakeholders, involved in your business processes. They can be an Administrator, a Project Manager, a Solution Architect, a developer, or a tester, or they might be playing other roles that exist in your organization.

To create a user,

• Switch to the Users tab, and select Create new user.

• Enter the information necessary to create a user. Next, select a role for the user, assign a password policy, and select the status, as you see here.

Note: 1. When you enter a Login ID, the platform shows its availability. If it is already in use, enter a different ID. UIDs (Login IDs) help you easily identify users. 2. Ensure you provide a valid Email Id and Mobile number when creating a user. If the user forgets their password, you can share it with them via their email ID and mobile number.

Import Users

Use this option to create multiple user accounts at once. Select Import user(s) option and download the sample xls file. Enter the users’ information and upload it.

Manage Users

• View a user’s information by clicking.
• Edit a user’s information by clicking. Make necessary changes and update.
• Delete a user by clicking.
• Slice and dice the list of users to view as per your preferences.