19.1 Managing Users

Path: Port 8443 TeamWorks Admin Console > Users

Best Practice: Plan users in advance and use the following worksheets when working in this dialog:

Worksheet 4 - Users and Groups

Table 19-1 Using the Users dialog

Field, Option, or Button	Information and/or Action
Users dialog (header row)
New button	Click this to begin creating a new non-LDAP internal user.
Import Profiles... button	You can manage local users and groups by importing profile files that contain user or group information in XML format. This is a good way to simultaneously perform multiple actions on non-LDAP users and group, such as creating, modifying, or deleting users, and creating or modifying groups. Click Choose File, then navigate to and select the file that contains user or group profile information in XML format. Click View a Sample File and make sure that the format of your file matches the format that is shown in the provided sample file.
Delete button	The effects of this button on user accounts depends on whether the user is an LDAP, non-LDAP Internal, or External user. For more detail, see Deleting TeamWorks Users in the TeamWorks 18.2.1: Maintenance Best Practices Guide.
More drop-down	With one or more users selected, you can choose from the following options. Disable User Account: Disabling TeamWorks User Accounts in the TeamWorks 18.2.1: Maintenance Best Practices Guide Enable User Account: This restores access through a user account that was previously disabled. Add Administrator Rights: Lets you assign selected users as Designated Administrators. Remove Administrator Rights: Lets you remove Direct-administration rights from selected users.
Filter List field	Begin typing a name and press enter to filter the list to only those users who match what you have entered.
Filter Arrow drop-down	This lets you filter the displayed list of users using the following criteria: Internal Users External Users Disabled Users Enabled Users Administrators Non-administrators By default, all of the above are selected for display.
Gear icon	Click this to adjust column sizes.
Users List (below header row)
Full Name column	Displays the user’s first and last names combined
Arrow drop-down column	Provides access to the following settings for the user: User Properties dialog: Opens the User Properties dialog. Web Access settings: Depending on what has already been configured, you can enable web access for the user, disable web access for the user, or specify that the default web access settings be used for the user.
Type column	Icons indicate whether users are LDAP, non-LDAP internal, External self-provisioned, System-created, and so on.
Admin column	This indicates whether users are assigned administrative responsibilities.
Email column	This displays the email address to which TeamWorks sends notifications
User Id column	The login name of each user
New User dialog
User ID	You must assign a unique user ID for each non-LDAP internal user. See Worksheet 4—Duplicate User and Group Accounts in TeamWorks 18.2.1 Planning Your TeamWorks Deployment—Best Practices.
Password	You must assign (type and confirm) a password for the user to log in with.
First Name	You can include the user’s first name
Last Name	You can also include the user’s last name.
Picture	You can include a picture of the user, or the user can add it later.
Time Zone	Make sure the time zone setting is accurate.
Locale	Make sure the locale setting matches the user’s language preference.
Personal Information	Users normally provide the following information for themselves.
Job Title
About Me
Email
Phone
Text Messaging Email
OK or Cancel	Click OK to save the user information you have entered, or click Cancel to discard your entries.

19.1.1 Viewing and Managing User Properties

Path: Port 8443 TeamWorks Administration Console > Management > Users > drop-down arrow next to the user > User Properties

Table 19-2 Using the User Properties dialog

Field, Option, or Button	Information and/or Action
Profile button	You can change any of the following that is not synchronized from an LDAP source: User ID Picture Time Zone Locale Job Title About Me Email Phone Text Messaging Email