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Create a User

The User Profile stores the pertinent details and properties for the User. Use the User Manager in CSM Administrator to create a User Profile for each CSM User.

Tip: To save time, import Users already stored in a Service Directory (ex: Microsoft Active Directory).

Good to Know:

To create a User Profile:

  1. Open the User Manager (CSM Administrator>Security>Edit Users).

    The manager opens, listing the existing Users.

  2. Click the Create New button Create New Button.

    A <New> User is added to the list.

  3. Click the User tab.

    User Profile New

  4. Define login credentials for the User (either Cherwell Authentication or Windows/LDAP Authentication):
    1. Login ID: Type a Cherwell login ID for the User (ex: first initial + last name). The login is limited to 60 characters and must be unique. <New> changes to the login ID as you type.
    2. Security group: Select a Security Group for the User. For more information, see About Security Groups.
    3. Password: Type a Cherwell password for the User. Type it again to confirm it.
    4. (Optional) Windows authentication:
      • Window login ID: Uses Windows credentials for login (instead of Cherwell credentials). Type the User's Window's Login ID. For more information, see Use Windows Credentials.

        Note: To use this feature, Windows must be a supported login mode (CSM Administrator>Security>Edit security settings>check the Windows check box).

      • Requires Active Directory group membership: Check this box if you want to further validate the Windows login by authenticating it against Active Directory (AD).

        Note: To use this feature, AD must be configured and LDAP must be a supported login mode (CSM Administrator>Security>Edit Security Settings>check the LDAP check box).

  5. Provide personal User Information (User Info area):

    Note: The User Information fields are configurable and are stored in the "User Info" Business Object (called "User Info" in the Starter database) Info Business Object.

    1. Full name: Type the User's full name (ex: Andrew Simms).
    2. Set Image: Click the Image button to open the Image Manager. Then, select an image to represent the User in the UI. You can select an existing image or import a new image.
    3. Department: Select the User's department from the drop-down list.

      Note: If configured, record ownership rights (View, Add, Edit, Delete rights) can be extended to managers, departments, and Teams/Workgroups, so carefully consider the implications of these relationships.

    4. Office: Type the User's physical address.
    5. Email: Type the User's e-mail address.
    6. Cell phone: Type the User's cell phone number.
    7. Fax number: Type the User's fax number.
    8. Manager: Click the Selector button to open the User Selector window. Then, select a User to be the manager. Browse, search, or create a new User, if needed.

      Note: If configured, record ownership rights (View, Add, Edit, Delete rights) can be extended to managers, departments, and Teams/Workgroups, so carefully consider the implications of these relationships.

    9. Manager E-mail: Autopopulates with the selected manager's e-mail address (if defined in the manager's User Profile).
    10. Availability: Type a brief description of the User's availability.
    11. Time-off: Define vacation time by clicking the Start and End calendars.
  6. Define account locking, password reset, and reserved license options (Account details area):
    1. Account locked: Check this box to lock the User account.

      Note: Accounts can also be locked using the View Logged-in Users window (CSM Administrator>Security>view currently logged-in users).

    2. Password never expires: Check this box to forgo password expiration. This overrides any system setting to reset the password.

      Note: If this is checked, the "User must reset password at next login" and "Password reset date" settings are hidden.

    3. User cannot change password: Check this box to restrict a User from changing his password. If a password reset is required by the system, the system administrator must reset the password.
    4. Has reserved license: Check this box to reserve one of your company's concurrent licenses for this User.

      Tip: Use the Licensing window to manage all reserved licenses.

    5. User must reset password at next login: Check this box to prompt the Customer to change her password the next time she logs in. This check box will clear itself after the Customer changes her password.

      Note: This restarts any administrator-scheduled password reset.

      Tip: This is an immediate reset. Use this setting if the User forgot his password.

    6. Password Reset Date: Check this box to prompt a User to change his password on a specific date. Then, click the Date Picker button Date Picker Button to select a reset date.
  7. Add the User to one or more existing Teams. If the Team does not yet exist, you need to create the Team:
    1. Click the Teams tab.
    2. Click the Add button.

      The Add User to Team window opens.

    3. Click one or more Teams.

      Tip: Press CTRL to select noncontiguous Teams. Press SHIFT to select contiguous Teams.

    4. Click OK.

    The User is added to the Team(s).

    1. To select a default Team, select the Team, and then click the Default Team button.
  8. Click the Save button Save Button.

In This Section

Use Windows Credentials

See Also

About Users

User Manager

Create User and Customer Profiles using Microsoft Active Directory®