Introduction:
The aim of this enhancement is to improve the user experience and streamline the process of adding new users to the system. It involves redesigning the existing user window to include additional features and functionalities while maintaining ease of use.
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As per new design User Management will contain four tabs:
1. Window: User Management.
Tab 1: User Information.
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Tab 3: Assess Organization.
Tab 4: BI User.
Step 1: User information (Tab 1)
In this Tab we have provided “Next” button which will help user to move from current tab to next tab as normally in Wizard functionality works.
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The User Information tab allows users to enter essential details such as first name and email address, both of which are mandatory fields. Additionally, User ID and LDAP Username fields will become read-only after user save the record.
List of existing fields used in User Information Tab:
(a) Organization will be auto populated based on user's role and access and user can change the organization to create the Organization specific records if having the access of multiple Organization.
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To send an email, the user first completes steps 1, 2, and 3. Upon completion, the user must click on the 'Activate User' button, which validates the inserted user record triggers an email to be sent to the provided email address, where the user can create their password.
Step 2: Link Role (Tab 2)
The tab Link Role is used to define the roles with user. A role is a set of permissions for actions available within the system.
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In the Link Role tab, Organization and User/Contact fields will be auto populated from the header, as shown in the above image. Each user can have one or several roles.
Alert message while selecting role for user:
Case 1: When user linked with one role (TestRole), but role does not have org access:
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Message: Mail sent to user's email address for reset password.
Step 3: Access Organization (Tab 3):
This Access Organization tab is used to give access to the organization by selecting the organization from the drop-down list.
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(a) Select the organization from the drop-down list. By default, a log-in organization will come based on your authorization.
Step 4: BI User (Optional) (Tab 4)
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In this tab, users can create a BI user by marking the "BI User" button as true.
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Here we have two scenarios in BI User (Optional) tab:
1. If BI related modules is not installed:
When the BI related module is not installed, then system will only display two buttons in the BI User tab: "Previous" and "Finish & Activate."
(i) The "Previous" button allows users to navigate to the previous tab. It enables users to review or edit previously entered information.
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(ii)Here we have provided ‘Finish & Activate’ button in ‘BI User (Optional)’ tab which will work same as ‘Activate User’ button mentioned in Header panel.
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This ‘Finish & Activate’/ ‘Activate User’ button plays a crucial role in facilitating the email verification process, enabling users to confirm their email addresses and activate their accounts by creating a new password for their account securely.
Note: Both ‘Finish & Activate’ / ‘Activate User’ button will become Read-only when Login User button is True for User.
2. If BI related module is installed:
When BI related module is installed then system will display all BI related fields where admin can create a BI user by marking the "BI User" button as true. BI Username and Yellowfin Role field is mandatory to fill out.
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Additionally, when the user sets the "BI User" button to true, the system will automatically populate the user's email ID in the BI Username field.
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After admin creates a user and fills in all mandatory fields, they must click on the ‘Finish and Activate’ or ‘Activate User’ button in header panel. Subsequently, an email will be sent to the user's specified email address, and the user will receive a confirmation message in the system's taskbar as shown in below image.
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2. Steps to Create a Password:
Once User click on ‘Finish & Activate User’/’Activate User’ button system will send a mail to user as show in below image:
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The system remembers your entries and selections if the user selects remember me button. And click on the LOGIN button.
3. User Substitute:
Previously, the User Substitute feature was accessed through the user management window, allowing administrators to assign a substitute for a user when they were unavailable.
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As shown in above image Login User tab(read-only) will only display list of users whose Login User button is true in User Management.
4. Window: Customer Master/Vendor Master/Employee Master.
Tab : Customer Master/Vendor Master/Employee Master -> Contact Details
Introducing a new button labeled "Make it Login User" to facilitate converting a contact user into a logged-in user.
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