Creating and managing users

A user is any person to whom you give permission to access BMC Remedy AR System. Users can be members of multiple groups or no group at all. Users in BMC Remedy AR System range from an administrator (who maintains the entire system) to employees (who submit requests or view data).

BMC Remedy AR System includes one predefined user. You can use the User form in a browser to rename this user and create additional users. For information about defining users for BMC Remedy AR System, see Adding-and-modifying-user-information.

Users are assigned to groups according to their need to access information. For example, you might create a group called Employee Services Staff whose members are permitted to view and change only certain fields in an Employee Information form. You might have another group called Employee Services Managers whose members are permitted to view and change all fields in the Employee Information form, including salary information. You can also configure a hierarchical relationship between groups to allow the parent group to inherit the permissions of the child group. For more information about creating groups, see Creating-and-managing-groups.

Use the following procedures to create, modify, or delete BMC Remedy AR System users and to enable users to change their information. You can apply the three Fixed licenses included with BMC Remedy AR System to new users.

• • To create users
  • To modify user information
  • To delete users
  • To enable users to change user record information

To create users

1. Log in to a browser.
   If you are the first administrator to log in, you must log in as an administrator and leave the Password field empty. (BMC Remedy AR System user names are case-sensitive.)
   During initial installation, the Demo user is installed as Administrator without a required password. To keep BMC Remedy AR System secure, add a password for this user as soon as possible.
2. From the AR System Administration Console, click System > Application > Users / Groups / Roles > User.
   The User form opens in Search mode.
3. Choose Actions > New to switch to New mode.
4. Enter information in the appropriate fields, as described in the User form fields table.
5. Save your changes.

To modify user information

1. From the AR System Administration Console, click System > Application > Users / Groups / Roles > User.
   The User form opens in Search mode.
2. Click Search to retrieve a list of defined users.
3. Select the appropriate user from the list.
4. Modify information in the appropriate fields.

5. Save your changes.

   Warning

   If you modify the Administrator's Fixed license or Administrator group membership before you create another Administrator user, you lose administrator privileges.

To delete users

1. From the AR System Administration Console, click System > Application > Users / Groups / Roles > User.
   The User form opens in Search mode.
2. Click Search to retrieve a list of defined users.
3. Select the appropriate user from the list.
4. Choose Actions > Delete.
   A confirmation box appears to verify that you want to delete the selected users.

5. Click OK.

   Warning

   If you delete the Administrator before you create another Administrator user, you lose administrator privileges.

To enable users to change user record information

1. Open the User form in BMC Remedy Developer Studio.
2. Make the User form's Assigned To field visible. (By default, the field is hidden.)
   1. Double-click the Assigned To field to open the field Properties dialog box.
   2. In the Display tab, clear the Hidden check box.
3. Give the Assignee group Change permission for the Password, Default Notify Mechanisms, or Email Address fields.
4. Give public "visible" permissions.
   See Field-permissions.
5. Save your changes, and close BMC Remedy Developer Studio.
6. In a web client, open the AR System Administration Console, and click System > Application > Users / Groups / Roles > User.
   The User form opens in Search mode. The Assigned To field is visible in the User form.
7. Retrieve a list of defined users.
8. Select the appropriate user from the list.
9. Copy the Login name to the Assigned To field to make the user the Assignee.
   By using the Assignee group, you enable the user to modify the user's password, default notification mechanism, or email address.
   You can also make the user the Submitter by entering the same name in the Login name field and in the Creator field.
10. Save your changes.