Administering users and groups

This topic provides instructions for managing users and groups.

• • To create a new user
  • To assign applications to users
  • To create groups
  • To create team

To create a new user

1. Select Users > Users, then click Add New User.

2. Enter details in the following fields:

   Name	Description
   Resource or System User	Select either of the check boxes. If you select Resource, the user has a limited role and you need to fill up a lesser number of fields. If you select System User, the user has a larger role to play.
   First Name (compulsory)	Enter the first name of the of resource or system user here.
   Last Name (compulsory)	Enter the last name of the resource or user here.
   Email (compulsory)	Enter the email of the resource or system user here.
   Login & Password (compulsory fields)	These two fields appear only if you select the System User check box.
   Confirm Password (compulsory)	This is a field that appears if you select the System User check box. You need to renter the password.
   Contact number (optional)	Enter the resource's or the system user's contact number.
   Permanent or Contractor (optional)	Permanent or contractor refers to the employee status, if employee is permanent or a contractor.

3. Under the Assign BRPM Default Role panel, there are four check boxes. You may select only one. The check boxes are explained and you need to select according to the role that you are giving to the person concerned.

4. Click Save. 

   Warning

   Note

   If the user is set as site administrator, then the user appears as resource manager while creating the Group.

To assign applications to users

After creating a user, you can assign applications to that user

1. In the Users page, click the edit link.
2. In the Edit Applications panel, assign applications to a particular user by entering specifics in the fields. You may change previous selections that you have made here.
3. Click Update user.

To create groups

1. Click Users > Groups.
2. Click Create Group.
3. Type in the Name.
4. (optional) Enter an email address.
5. Select the check boxes for Resource Managers.
6. Select the check boxes for Current Members.
7. Click Create.

To create team

1. Click Users > Teams.
2. Click Create Team.
3. Type in a team name in the Team Name field.
4. Select the check boxes for the applications which you want to allocate to this team from the Applications field.
5. If you want to add users from the  users list, select the radio button for Add users from user list or select the check boxes for Add users from groups from either of the Add user to team.
6. Select the check boxes for users from the Users or select the check boxes for groups from the Groups field.
7. Click  and your selection appears on the right.
8. Click Create Team.