Managing users

Users are the base-level entity in BMC Release Process Management. Users access the system by logging on. The administrator creates users.

Each user can have different roles for different applications. For example, in Application_1, the user has the Deployer role, while in Application_2, the same user has the Coordinator role.

By default, a user has his default role assigned to all available environments. For the default application and environment, all users are assigned with the Deployer role.

Users can also be part of teams and groups.

To create a user

1. Navigate to System > Users.
2. Click Add New User at the right side of your screen

3. Enter new user details using the following guidelines as appropriate:
   
   

   Option	Information to enter
   Resource or System User	Select Resource to assign a limited role to the user with fewer details. Select System User to assign a larger role to the user.
   First Name (required)	Enter the first name of the of resource or system user.
   Last Name (required)	Enter the last name of the resource or system user.
   Email (required)	Enter the email address of the resource or system user.
   Login and Password (required for System User)	These fields appear only if you select System User. Enter the name with which the user must log on and enter a corresponding password.
   Confirm Password (required for System User)	This field appears only if you select System User. Reenter the password.
   Contact number	Enter the telephone number for the resource or system user.
   Permanent or Contractor	Select the employee status of the user. It  that can be used for reporting purposes.
   Max Allocation	Enter the estimated time allocated to a user for completing assigned tasks. This information is only for reporting purposes and does not affect any functions.
   Location	Select the location in which the user is operating. Note: To be able to select an item from this list, you must have already specified the locations in Environment > Metadata > Locations.
   Global Access	Select this check box to provide global access to all the applications and environments for this user. This can be useful in providing access to a user who does not need administrator privileges but might need a global access for operational purposes.
   Time Zone	Select the time zone in which the user is operating.
   Site Administrator	Select this check box to provide administrator privileges to the user, which include rights to view and operate all the tabs available in the product, access all applications and environments, modify any settings or user account passwords. Note: If the user is set as a site administrator, the user appears as a resource manager while creating a group.
   Root User	Select this check box to provide root user privileges to the user, which include all rights available to an administrator. Additionally, you can access the product in an external authentication mode, on an Lightweight Directory Access Protocol (LDAP) or Central Authentication Service (CAS) server.

4. In the Assign BRPM Default Role pane, select a role for the user.
   

   Default roles available

   
   For more information about the permissions available for the roles, see the spreadsheet available as an attachment to Administering users, roles, and access permissions.

5. Click Create User.

To edit a user

1. Navigate to System > Users.
2. In the Actions column, click Edit next to that user that you want to modify.
3. Make your changes and click Update User.

To make users inactive

1. Open the System > Users page.

2. Under the Actions column, click Make Inactive next to the appropriate user.

   Note

   If you make a user inactive, then that user is not available for selection while creating a request, step, or plan.

To assign roles to users by application or environment

1. Navigate to System > Users and click the user that you want to edit.

2. In the Edit Applications pane, select the applications that you want to assign to the user.

3. (Optional) In the Edit Role by Application and Environment pane, select different user roles for the environments associated with the applications.

   Note

   When you assign a specific role for the application environment to a user, you have the additional Not Visible role available. Users with the Not Visible role assigned to the environment, receive the environment-specific data only in the reports view and have no access to the detailed information about the environment.

    

    

4. Click Update User to save your changes.