The User Maintenance function on the Security tab of the Admin Page is available for Portal Administrators to manage iSite Users.  Administrators can add new users, edit existing users, assign Security Groups to users and much more.  


Availability

Only users with the Portal Administrator or Manage Users permission will have access to this function.


Navigation

Admin > Security > User Maintenance


User Maintenance Functions

The following functions are available when performing User Maintenance



Properties of a User

A User has the following editable properties:


  • First Name
  • Last Name
  • Email Address (also used for Logon)
  • Alternate Email Address
  • Location
  • Phone Number
  • Mobile Number
  • Is Active
  • SSO Logon ID *
  • Force Logon to SSO-enabled URL *
  • Extended Properties (Custom Attributes defined for Users)
  • Security Group Membership
  • Task Membership ⋄
  • Task Group Membership ⋄
  • Timekeeping Settings ±


* These properties only available if Single Sign-On is enabled for the iSite License

⋄ These properties only available if the Financials or Task Management module is enabled for the iSite License

± These properties only available if the Timekeeping module is enabled for the iSite License


The Users List

The Users list displays the users that are configured and assigned to the iSite License.  The list will display the following information:


  • User Name
  • Email Address
  • Alternate Email Address
  • Phone Number
  • Cell Phone Number
  • Last Logon Date


How to Use the User List

  1. Click on the User Name in the list whose information you would like to edit.


Filtering the User List

  1. To narrow the list results, you can click on a Letter in the View section.  Clicking a letter will only display users whose Last Name begins with the selected Letter.  
  2. Click the All Users option to remove the filter.
  3. Letters that don't have any matching Last Names will be colored light gray.


Send an Email to a User

  1. To send an email to a User in the list, click on one of the links in the Email Address column.  This will open the email program on your computer and will fill-in the email address automatically.


Online Users

Users who currently have an active session in iSite will appear with a blinking icon and will display the phrase "This User is currently online" when hovering over the icon.


Inactive Users

Users whose account is currently inactive will appear with a icon and will display the phrase "This User is inactive" when hovering over the icon.


Deleting Users

Deleting a User is a permanent change and cannot be reversed.  In most cases, it may just suffice to deactivate the User rather than deleting the User.  This is especially true if the User has affected data in the system (either by creating or editing data).


If deactivating a User will not suffice, the following are two methods for deleting Users in iSite.


How to Delete a User

  1. Navigate to Admin > Security > User Maintenance.
  2. In the User List, select the record to be deleted by clicking the User Name.
  3. In the User Maintenance page, click the Delete this User... button in the toolbar.
  4. In the confirmation message pop-up, click the OK button to permanently delete the selected record or click the Cancel button to abort the deletion process.


The selected User will be permanently deleted from iSite.


How to Delete Multiple Users

  1. Navigate to Admin > Security > User Maintenance.
  2. In the User List, click the check box next to each record that you want to delete.
  3. Click the Delete Users... button in the toolbar.
  4. In the confirmation message pop-up, click the OK button to permanently delete the selected records or click the Cancel button to abort the deletion process.


The selected Users will be permanently deleted from iSite.

Page ID:8887-9010-2091