Managing User Accounts

The User Management module enables you to:

Creating a New User Account

To create a new user account:

  1. In the User Management module, click the Users tab.

    The Users page opens.

  2. Click the Create User button. (If you do not see the button in the toolbar, click the hamburger menu at the right of the toolbar and select Create User.)

    The Create User page opens.

  3. Specify the requested user attributes:

    Attribute Description

    User Name

    		 The unique name of this user account.

    Federated Id

    If your company uses a federated (that is, external) authentication system, such as a single sign on (SSO) system, in which passwords are managed outside of AOS, you must enter the user's ID for that federated system into this field. If you are unsure what value to provide, discuss it with your company's technical team that manages user access to external applications.

    There is one exception: if the user account is being created only to access the REST API, this field should be left blank.

    You can edit this field only when creating the AOS user account, not afterward.

    First Name

    		 The user's first name.
    Last Name The user's last name.
    Team(s) The teams to which this user account belongs.
    Assigned Roles The roles assigned to this user account.
    Default Team Which of the teams to which the user account belongs is the default team.

    Status

    You can set this to Active or Inactive.

    This field is available when editing a user account, but not when creating the user account.

    Phone The user's phone number.

    Email

    		 The user's email address.

    Mobile

    		 The user's mobile phone number.

    Fax

    		 The user's fax number.

    Address Line1

    		 The first line of the user's mailing address.

    Address Line2

    		 The second line of the user's mailing address.

    City

    		 The city for the user's mailing address.

    State / Province / Region

    		 The state, province, or region of the user's mailing address.

    Country

    		 The country for the user's mailing address.

    ZIP / Postal Code

    		 The ZIP or postal code of the user's mailing address.

  4. After you have provided the requested information, click Save.

Granting an Entrustment to a User Account

An entrustment enables a user to perform certain tasks, such as approving or rejecting deals, on behalf of another user who may be absent or otherwise unable to perform those tasks. The user performing the tasks is referred to as the entrusted user. The user who is unable to perform those tasks is referred to as the out of office user.

To grant an entrustment to a user account:

  1. In the User Management module, click the Entrustment tab.

    The Entrustments page opens.

  2. Click the Create Entrustment button.

  3. The New Entrustment page opens.

  4. Specify the user account to whom you are granting the entrustment in the Entrusted User field. You can type ahead to filter the list, or use the drop-down list to select from the full list.

  5. Specify the user account on whose behalf the entrusted user will be acting in the Out of Office User field. You can type ahead to filter the list, or use the drop-down list to select from the full list.

  6. Specify the Start Date and End Date to define the period during which this entrustment will be in effect.

  7. Describe the entrustment in the Description of Entrustment field.

  8. Select the permissions that you are granting to the entrusted user for the duration of the entrustment. You can type ahead to filter the permissions list, or use the drop-down list to select from the full list.

  9. Click Save to save the entrustment.