Create and Manage Users

Creating and managing users.

The Users page allows you to create and manage users. You can also import your own list of users.

The list displays the following details about each user:

  • Name — Name of the user.
  • Email — User’s email address.
  • Role — Each user is assigned a specific role or roles. Each role has its own set of rights privileges.
    • ADMIN — Designated for only a system administrator and allows full access to all functionality. This role is not available for CLIENT_ADMIN users.
    • CLIENT_ADMIN — Created for the system administrator of a client. The Client Admin role allows a client’s system administrator to configure the application and coordinate users with the User pages.
    • OPERATOR — Uses and analyzes the reporting functionality in the application.
    • REVIEWER — Reviews iterations, adds comments, and approves scenarios .
    • MODELLER — Creates models, adjusts settings and runs iterations.
      • Users with just the Modeller role assigned — When running iterations, they will not be able to see or select any volume plans.
      • Users with both the Volume Planner and Modeller roles assigned — When running iterations, they can view and select volume plans in Draft or Review status that have been created by them or shared with them as collaborators. Modellers can select volume pans to generate a labor budget.
      MODELLER_ADMIN — Creates, edits, shares and manages scenarios. This role has full access to the Data Management section. This role can also access labor models, scenarios and Dataviews.
    • MULTI_CLIENT — Cross-client access (special admin variant) with permissions to create, edit, delete, share, publish, and approve scenarios.
    • VOLUME_PLANNER — Creates and manages volume plans and can share them with other Volume Planners only to collaborate. This is the only role that has access to the Volume Planning features in Strategic Workforce Planning.
      • Users with both the Volume Planner and Modeller roles assigned can view volume plans in Draft or Review states that have been created by or shared with as collaborator. Modellers can select volume plans to generate a labor budget.
    • VOLUME_REVIEWER — Functional in a future release.
  • User Group — User Group to which the user is assigned.
  • Organization — Organization to which the user is assigned.
  • Photo — Users can upload a picture to use for their profile.
  • Import Users

Import Users

Click Import and browse to the appropriate file.

Manage users

  • To edit an existing user, click Edit Button to edit a user. in the row of the appropriate user.
  • To delete an existing user, click Delete Button to delete a user. in the row of the appropriate user.
  • To create a new user:
  1. Click Add User.
  2. In User Form, enter the following information:
    • Name
    • Email
    • Password — Enter a password the user can use to log in to the system
    • Confirm Password — Enter the same password as entered in the Password field.
    • Roles — Select a role. For descriptions of each role, go to Create and Manage Users.
    • Group — Select a user group.
    • Organization — Select an organization.
    • Sites —
    • Photo — Browse to the appropriate file and select it. <file size limits or type restrictions>
  3. Click Save.