Users
User list
User screen
Menu banner
Filters
* A filter can be applied to a part of a field.
User lists
User form
* These fields can be synchronized with Active Directory. These fields are not required by the application; however, it is possible to use them through workflow macros.
Deleting and archiving users
A user will be archived and not deleted if:
The user is associated to a participant as a user.
The user is the creator or modifier of a process.
The user is associated to a request or an action.
A user cannot receive an inactive, deleted, or archived status if:
The user is the only person assigned as a coordinator to a List of persons.
The user is the only person in a group assigned to a List of persons type participant.
The user is the only person in a List of persons type participant.
Replacing users
You can replace a user with another one (the user that replaces another user must belong to the same directory and to the same groups). All roles in process definitions will be reassigned to the new user.
Ongoing (open) requests will be reassigned to the new user; closed (historical) actions will maintain the correct participant who performed the action.
This function is useful when a someone leaves their position in the organization and their ongoing tasks and roles must be reassigned.
Unlocking a user account
If a user exceeds the maximum number of connection attempts set in the Configuration Panel, their account will be locked and must be unlocked by an administrator. To do this, open the user’s profile and click the Unlock user button.
Activity report
The user activity report can be generated by selecting the Activity report link in the user’s profile page.
The generated report summarizes all the activities for the selected user, such as:
Request use
Request type
In progress
Closed
Total
Action activity
Action type
In progress
Closed
Total
Delegations from someone
Process
Participant
Global
Delegated user
Begin
End
Delegations to someone
Process
Participant
Global
User
Begin
End
Participants that the user belongs to
Process
Participant
Global
Role
Directory
Groups
User
Coordinator
Folder manager
Folder
Participant
Directory
Groups
User
Global list managers
Participant
Directory
Groups
User
Last updated