Enhance User Creation

Tab 1: User Information. 

Tab 2: Link Role. 

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. 

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. 

(b) User ID (unique) will be auto generated (based on entered name), or user can manually enter it. 

(c) First Name must be entered, as it is mandatory. 

(d) The following fields are optional: Greeting, Supervisor. 

(e) Flag and country code have been introduced for the Phone Number & Mobile Number fields.  

(f) User can also attach the picture of the User by using the image field as shown in below screenshot: 

(g) Email Address field is mandatory, requiring users to add a unique email ID for each user. 

(h) Next button: Help user to move to next tab. 

(i) Login User (switch button): 

(i) Read only in new mode.  

(ii) Editable after user is created successfully. 

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. 

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.  

Message: Assigned Role: "Role A" don't have organization access. Please go to role screen to enable the organization access. 

Message: Assigned Role: "Role A, Role B, Role C” don't have organization access. Please go to the role screen to enable the organization access. 

For example, total roles are five. 

Message: Mail sent to user's email address for reset password but 2 Role: "Role A, Role B" out of assigned 5 roles don't have organization access. 

Message: Mail sent to user's email address for reset password. 

This Access Organization tab is used to give access to the organization by selecting the organization from the drop-down list. 

System shows all the organization in the drop-down list which are created under the login Tenant. Select the organization and save the record. 

(a) Select the organization from the drop-down list. By default, a log-in organization will come based on your authorization. 

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. 

(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. 

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. 

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. 

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. 

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. 

Once User click on ‘Finish & Activate User’/’Activate User’ button system will send a mail to user as show in below image: 

To set up a new password user must click on Click Here link from the mail template as shown in above image. 

Once user click on Click Here link in mail, the above form will open and from here user can create a new password by entering password in create and confirm password (Minimum length for password is 5. Password must have at least 1 upper case character, 1 lower case character, one special character (@$!%*?&) and one digit. Password must start with character) field then click on submit. button. 

After the user clicks on the Submit button this above form will appear which indicates that user has successfully created his password. 

Now user must click on Click Here To Login link as mentioned in above image which will redirect to login page. 

Enter the Username and Password. 

Choose Language. 

The system remembers your entries and selections if the user selects remember me button. And click on the LOGIN button. 

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.  

However, we have now introduced a new separate window specifically for User Substitute. Within this window, the first tab is titled Login User. Here, only users whose 'login user' status is marked as true are showcased. The other tab remains as "User Substitute," functioning in the same manner as before. 

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.

Introducing a new button labeled "Make it Login User" to facilitate converting a contact user into a logged-in user. 

Previously, whenever a business partner created a contact user, it automatically appeared in the user window. To provide users with more control and convenience, we've introduced a new feature: the "Make it Login User" button. 

Now, contact users will no longer automatically populate the user window upon creation. Instead, users will need to manually click the "Make it Login User" button.  

When administrator click on Make it Login User button system will display an indication message (Request has been initiated to create a login user. Kindly reach out to the administrator for further assistance.) that contact user will start appearing in User Management window then Administrator can make user as Login User. 

When a contact user appears in the User Management window, administrators could designate them as a "Login User".