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Work with users

This topic describes how to work with users using Admin Center.

Add a user

If you need to create many user accounts, you can import users. To add a single new user:

  1. Click Add user from a partner or customer landing page, or click ADD on the Users view.
  2. Use the dialog that appears to specify the user settings. Make sure you specify the settings for each tab (Profile, Privileges, etc.).

    User names cannot include any of the text below.

    • .asax
    • .ascx
    • .master
    • .skin
    • .browser
    • .sitemap
    • .config
    • .cs
    • .csproj
    • .vb
    • .vbproj
    • .webinfo
    • .licx
    • .resx
    • .resources
    • .mdb
    • .vjsproj
    • .java
    • .jsl
    • .ldb
    • .dsdgm
    • .ssdgm
    • .lsad
    • .ssmap
    • .cd
    • .dsprototype
    • .lsaprototype
    • .sdm
    • .sdmDocument
    • .mdf
    • .ldf
    • .ad
    • .dd
    • .ldd
    • .sd
    • .adprototype
    • .lddprototype
    • .exclude
    • .refresh
    • .compiled
    • .msgx
    • .vsdisco
    • .rules
  3. Click SAVE & CLOSE.

If the parent partner or customer account is active, the new user receives an email notification with login information. If you are setting up a new account, all users receive login information when the parent account is activated.

When a customer administrator logs in to for the first time after creating a customer, the terms of service are displayed. A customer administrator can agree to the terms on behalf of all users in the organization. The terms of service must be accepted in order to use Tungsten AP Essentials.

Edit a user

To edit an existing user:

  1. Click a user name in the Users view.
  2. Use the dialog that appears edit the user settings. Make sure you specify the settings on each tab (Profile, Privileges, etc.).
  3. Click SAVE & CLOSE.

Delete a user

To delete an existing user:

  1. Make sure the user you want to delete does not belong to a workflow.
  2. Navigate to the Users view, and click DELETE on the row of the user that you want to delete from the system.

    A dialog that asks if you are sure you want to delete the user.

  3. Click Yes. The user is deleted from the system.