Collapse All Expand All

The Users page allows administrators to create new users, edit existing users and deactivate users in Elements.

From System Management, select Users. A list of users configured in the system is displayed.

Information on this page is displayed in the following columns:

Column	Description
Username	Displays the user's username.
Name	Displays the full name of the user.
Logged In	Displaysif the user is currently logged in to Elements.
Active	Displaysif the user is currently an active user.
Last Request	Displays the last date and time the user logged into Elements.

Listed below are the user attributes and the actions that can be taken while managing users in Elements.

• User Attributes
  • General
    • User Information
    • Password
    • Permission
    • Access
  • Collection
    • Worklists
    • Follow-ups
    • Security Profile
  • Credentials
• Creating a User
• Editing a User
• Resetting a Password
• Deactivating a User

User Attributes

All users are comprised of the same attributes, separated into tabs.

General

General attributes contain the basic information pertaining to the user and are defined on the General tab. This tab has four sections - User Information, Password, Permission and Access.

User Information

This section contains fields to define the user's information and basic settings.

Enter information using the fields defined below.

Field	Description
Username	Enter a unique username for the new user. Any alphanumeric string with a maximum of ten characters can be used. All letters are saved in upper case.
First Name	Enter the user's first name. This field is required.
Last Name	Enter the user's last name. This field is required.
Email	Enter the user's email address. A notification is sent to this address once the user has been created.
Start Date	Using the calendar icon, select the first date the user has access to Elements. This defaults to the current date, giving the user immediate access to the system. This field is optional.
End Date	Using the calendar icon, select the expiration date of the username. This field is blank by default. This field is optional. An End Date can be defined for temporary employees or auditors.
Authentication Method	Select System from the drop-down if the user should manually log in to Elements with a username and password. Select Windows from the drop-down if the user should log in to Elements through Windows Authentication.
Windows ID	If Windows is the selected Authentication Method, enter the user's Windows ID. This field is disabled if the Authentication Method is System.
Logged In	Displays a checkmark if the user is currently logged in to Elements. This field cannot be edited.
Active	Select this checkbox to activate the user in Elements.

Password

This section contains fields to define the user's password.

Enter password information using the fields defined below.

Field	Description
Last Change Date	This field displays the date the user's password was last changed. This field is blank for new users.
Next Change Date	Using the calendar icon, select the date the user is required to change their password. This defaults to the current date. A new user is required to change their password upon their first log in to the system.
Locked	Displays a checkmark if a user exceeds their maximum number of login attempts and cannot access Elements. Uncheck this box to unlock the user.

Permission

This section contains fields to define what the user is able to do in Elements.

Enter permission information using the fields defined below.

Field	Description
Users	Select this checkbox for the user to have the ability to create/edit other users.
Activate	Select this checkbox for the user to have the ability to activate other Elements such as Asset Recovery or Insurance.
IP Filtering	Select this checkbox for the user to have access to IP Filtering functionality. Please see the IP Filtering topic of this guide for more information.

Access

This section contains fields to define the Element(s) to which the user has access.

Collection

Collection attributes define the worklists to which the user has access as well as their follow-up warnings and the security profile to which they belong. This tab has three sections - Worklists, Follow-ups and Security Profile.

Worklists

In the Worklists section, select the box to the left of each worklist name in the Available Worklists list and use the arrow buttons to move them to the Assigned Worklists list. Worklists in the Assigned list appear on the home dashboard for the user and make up the user's list of work.

Follow-ups

If desired, in the Follow-ups section, define the following attributes:

Field	Description
Warn users when follow-up's days in the future is in excess of	Define the number of days beyond the current date that a warning message is triggered to alert a user that the follow-up date is too far in advance. The user receives the warning, but is still able to save the date.
Restrict users from setting follow-up's days in the future of excess of	Define the number of days beyond the current date that a warning message is triggered to alert a user that the follow-up date is too far in advance. The user receives the warning and is not able to save the date.

Security Profile

In the Security Profile section, select the Security Profile from the drop-down to which the user belongs.

Credentials

Credential attributes define third party credentials for the user.

For more information on the Credentials tab, please see the Additional User Credentials topic of this guide.

Creating a User

• To create a new user, click . The User Maintenance window appears.
• Enter the attributes on each of the tabs then click  or  to save the new user. Click  to disregard the new user.

Editing a User

• To edit a user, double-click the user or click to highlight the user within the grid on the Users page and click . The User Maintenance window appears.
• Modify any attributes on the tabs, except for the User ID. This value cannot be changed.

If the user being edited is currently logged in, the changes take effect the next time the user logs in to Elements.

• Click or  to save the changes. Click  to disregard the changes.

Resetting a Password

• To reset a user's password, double-click the user or click to highlight the user within the grid on the Users page and click . The User Maintenance window appears.
• Click . The user's password is reset to "password" and the Next Password Change Date is set to the current date. The user is required to change their password the next time they log in.

Deactivating a User

Existing users cannot be deleted but they can be deactivated. Deactivating a user prevents them from being able to log into Elements. It also keeps their user information in Elements and allows administrators to easily see which users have access to Elements.

• To deactivate a user, double-click the user or click to highlight the user within the grid on the Users page and click . The User Maintenance window appears.
• Deselect the Active checkbox in the User Information section of the General tab. Upon deselection of the Active checkbox, the current date is automatically populated in the End Date field.

A date can be manually entered into the End Date field without deselecting the Active checkbox. Manually entering a date in the future automatically deactivates the user on that date.

• Click or  to save the changes. Click  to disregard the changes.
• Once deactivated, the user's name still appears in the Users page but the Active checkbox is deselected to indicate the user is no longer active in Elements.

• To reactivate a deactivated user, double-click the user or click to highlight the user within the grid on the Users page and click . The User Maintenance window appears.
• Select the Active checkbox in the User Information section of the General tab. The date is removed from the End Date field.
• Click or  to save the changes. Click  to disregard the changes. On the Users page, the Active checkbox is selected to indicate the user is active in Elements.