User Guide › Administration › User Management › Manage Users › Add a User

Add a User

When adding a user, you can:

• Add a user and allocate it to one or more existing user groups.
• Determine which contract parties the user can access, preventing access to all other contract parties.
• Assign the user to one or more roles, where different roles have different user privileges.

  Note: You can duplicate an existing user to add a new user based on an existing one. For more information, see Duplicating a User.

Follow these steps:

1. Click Add New in the Users page.

   The User Details page opens.

   Note: The symbol on this and other windows and pages indicates a mandatory field.

2. Complete the fields on the page. The following fields are not self-explanatory:

   User ID

   Enter the ID for the user
   Note: User IDs are limited to 20 characters. User ID is case-sensitive.

   Password

   Enter the password for accessing CA Business Service Insight. Passwords must contain three to ten alphanumeric characters and cannot contain spaces. Passwords are case-sensitive.

   Password verification

   Reenter the password.

   Description

   Enter a description for the user. Searches can be made on the contents of this field.

   Organization

   Select the organization with which the user is associated.

   Preferred language

   Select the interface language for this user.

   Email

   Enter the User's email address.

   Time zone

   Select the time zone where the user is located. Related data such as contract activation date and reports are automatically adjusted according to the user time zone.

   Password change is

   Select Required (to force the user to change the password at set intervals) or Not required.

   User password expiration interval

   Enter the interval (in days) after which the password expires and must be changed. You can use the arrows next to the field to adjust the interval time.

   Note: This parameter is enabled only if the Password change is parameter is set to Required.

   User status

   Select whether the user is currently Active or Inactive. Only active users can access CA Business Service Insight.

   Notification messages

   Select Don't Show (to prevent display of notification messages), or select Close After (to set the amount of time the notification messages display before closing.

   Notification messages are pop-up messages that can appear after update operations (e.g., Apply); they notify the user that the operation was successful.

   If Close after is selected in the previous step, set the time in seconds after which the notification messages are closed automatically. Default is 5 seconds.

   Note: Users can change their own password, time zone and notification message settings. Changes are done from the User Preferences page. For more information, see Customizing User Preferences.

   Member of user groups

   Select the user group to assign to the user (from the Available list). Click the left arrow icon: , or double-click the group. The user group moves to the list: Member of User Groups.

   Accessible Contract Parties

   Select the type of access to contract parties and contract party groups for this user.

   Access

   Select the individual contract party or contract party group the user can access (from the Available list). Click the left arrow icon, or double-click the contract party/group. The contract party or contract party group moves to the May Access Contract Parties list.

   Note: This parameter is enabled only if the Accessible Contract Parties parameter is set to Select Contract Parties and Groups.

   Roles

   Select the role to assign to the user (from the Available list). Click the left arrow icon: or double-click the role. The role moves to the User's roles list.

3. Click Save.

   The new user is saved.