Print this page
In this topic
A user can have one of the following user categories in a portal:
●System administrator: Full administrator rights to all features and cases across one or more portals in a system. There must be at least one system administrator.
●Portal administrator: Certain administrator rights to one portal in a system.
●Portal user: Can access a portal, where they can view and perform work in assigned cases.
After a user is assigned a portal category, they can be assigned one of the following case user categories for each case in a portal:
●Administrator: Certain administrator rights in the case. This category is also known as a "case administrator."
●Group leader: Certain case administrator rights in the case, as assigned by an administrator.
●Group member: Access to a case and certain features.
For more information about access levels, see Portal security table.
Administrators with security rights can add and manage users and their case assignments in User Administration. However, before performing tasks such as adding and managing users, the system administrator must configure the settings for the account. Account settings is also where the system administrator sets the password policies.
System administrators can also incorporate Active Directory, which is a tool used to group and store user accounts and case groups. Authenticating the application with Active Directory minimizes the need to manage users outside of the application.
System administrators and portal administrators can view any action performed on a user by querying database tables. For more information about querying database tables, contact Technical Support.
Step 1: Configure account settings.
Step 2: Configure optional Active Directory settings.
Step 3: Add, assign, and manage Users.
Only users with administrator rights can access the User Administration feature.
Use the following procedure to access the User Administration page.
●On the Portal Home page, under Portal Management, click User Administration.