Managing Users¶
This article introduces how OU administrators manage users in the Admin Console of Application Portal.
Creating a User¶
Select User from the left navigation pane of the Admin Console.
Select Add User and enter the email address on the popup window.
If a user account with the same email address already exists in the system, select the user and select OK.
If the user account does not exist, select Create a user account and perform one of the following actions:
Select Domain Account, select a domain and Submit.
Select Internal Account, edit the username if necessary and Submit.
Note
Domain Account can log in to Application Portal only if the OU enables SSO function. For more information on SSO function, contact the system administrator.
The username of an internal account cannot be changed.
After creating the user account, the user will receive a notification email containing a link to set the account password.
Importing Users in Batch¶
Select User from the left navigation pane of the Admin Console.
Select Batch Import to open the Batch Import page.
Select Download template to download the template and edit the information of users to import by following the instructions in the template file.
Upload the edited template file and view the import results. If the import fails, select Download failed records, modify the file then upload it again.
Exporting Users in Batch¶
Select User from the left navigation pane of the Admin Console.
Select Batch Export to export all users and user information in the current OU.
Updating User Information¶
Application Portal provides 2 types of user information:
The information shared by all OUs. For example, the username, email or password of OU users.
The information only existing in a specified OU. For example the full name, phone number, or valid period of OU users.
Edit user information by the following steps:
Select User from the left navigation pane of the Admin Console.
Select the Manage
of the target user from the user list.In the User Details page, select Edit and enter the following information on the popup window.
Field
Description
Full Name
Enter the full name of the user
Phone
Enter the phone number of the user
Valid From
Specify the start time when the user have access to the OU. If not specified, the user get access to the OU after the account being created.
Valid Through
Specify the last day when the user have access to the OU. If not specified, the user can have access to the OU forever.
Select Submit
Resetting Passwords¶
Select User from the left navigation pane of the Admin Console.
Select the Manage
of the target user from the user list.In the User Details page, select Reset Password.
Select OK on the popup window.
After finishing the steps above, the user will receive an email on resetting the password.
Managing User Permissions¶
Assigning Roles to a User¶
Assign roles to a user by the following steps, so that the user can have access to application menus, application operations, and organization structure information:
Select User from the left navigation pane of the Admin Console.
Select the Manage
of the target user from the user list.In the User Details page, select Assign Role and select one or more roles on the popup window.
Select OK.
You can select the Remove Role 
of an assigned role from the Assigned Roles list to remove the role from the user. After a role is removed, the user will no longer have the permissions of the role.
Assigning Organization Structure Nodes to a User¶
Organization structure is the major method to manage the asset permissions of users. Assign organization structure nodes to a user by the following steps, so that the user can view the information on the assets associated with the nodes in related applications:
Select User from the left navigation pane of the Admin Console.
Select the Manage
of the target user from the user list.In the User Details page, select Assign Organization Structure and select one or more organization structure nodes on the popup window.
Select OK.
You can select the Remove from Enterprise / Organization of an assigned organization structure from the Assigned organization structure list to remove the node from the user. After an organization structure is removed, the user will no longer have the access permission of the assets associated with the node.
Assigning User Groups to a User¶
User Group is the supplementary method to manage the asset permissions of users, which can be used in the following typical scenarios:
To assign asset permissions to some users in an organization structure node.
To assign asset permissions to users from multiple organization structures.
Assign user groups to a user by the following steps, so that the user can have the asset permission associated with the user groups:
Select User from the left navigation pane of the Admin Console.
Select the Manage
of the target user from the user list.In the User Details page, select Assign User Group and select one or more user groups on the popup window.
Select OK.
You can select the Remove from User Group of an assigned user group from the Assigned User Groups list to remove the user group from the user. After a user group is removed, the user will no longer have the access permission of the assets associated with the user group.
Removing a User¶
When you remove an OU from the OU, all data related to the user will be deleted, and the user can no longer access to the OU on Application Portal. Remove a user from the current OU by the following steps:
Select User from the left navigation pane of the Admin Console.
Select the Remove from Enterprise / Organization
of the user from the user list.Select OK.