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System Administration / ARCHIBUS Administrator - Users and Security

Entering Users

Users are those people with rights to sign in to ARCHIBUS.  Users can be outside contractors, craftspersons, internal employees, and so forth. Create a User record for any person who should be able to access the ARCHIBUS system.

Note that personnel information for employees, such as room location, division, and salary, is stored in its own table, the Employees table.

1. In the Process Navigator, select the System Administration / ARCHIBUS Administrator - Users and Security / Add or Edit Users task.
   
2. The Edit Users form appears. Click the Add New button.
3. Enter a unique User Name value that is not already part of the ARCHIBUS Users table.
4. Select the role for the user by mousing over the Role Name field, clicking the Select Values button, and selecting the role from the list. The role determines the processes, tasks, and data to which a particular user has access. For information, see Working with Roles (in System Management Help).
5. If possible, enter an Email Address value for the user. This field value is necessary for email notifications. Many ARCHIBUS applications can be configured to automatically send email messages about the status of an item. Be sure to complete this field if you wan the ARCHIBUS applications to send email messages to this user. If this user is also a craftsperson, employee, or vendor, make sure that the same email address exists in the Craftspersons, Employees, and Vendors tables.
6. Select a Locale for the user. This controls the country, language, date format, and currency that you use with ARCHIBUS.

   Note: If you have enabled the ARCHIBUS Enhanced Global Feature Set, the user's Locale determines the Country and Currency assigned to this user. The User Display Unit of Measure (Metric or Imperial) field entered in the User's Profile is shown when entering users. This fields determines how area fields are shown in reports.

7. If you are using the ARCHIBUS Enhanced Global Feature Set, select the User Display Unit of Measure for the user. This fields determines how area fields are shown in reports.
   • Select Default to have area fields display in Feet2 if the user's locale is en_US, and for all other locales display in Meters2.
   • Select Metric to have area fields display in Meters2.
   • Select Imperial to have area fields display in Feet2.

8. Note the Number of Failed Login Retries Attempted field. This is the number of times the user tried to login and failed. The system administrator can unlock a locked user account by first clicking the "Reset" button, and then clicking Save. On successful login, the Login page sets this value to zero.

9. Complete other fields as necessary.
10. Click the Save button to save your changes. This user's data is saved to the ARCHIBUS Users table.
11. If you have made changes to the user's role, select the Flush Cached User Accounts and Roles button, located in the upper right corner. See Flush Cached User Accounts and Roles

See Also

• Users, Employees, and Emails
• After adding new users, make sure to assign the users to the processes specific to their roles. For information, see Assigning Processes to Roles or Users.
• You can synchronize your User data with your Employee data; see Synchronizing Users and Employees.