Managing Users

Users are consumers who interact with your organizational applications systems. Since these users interact with internal systems and access data, the need to define which user is allowed to do what, is critical to most security-conscious organizations.

Adding a new user and assigning roles

To add a new user account and assign roles:

1. Log in to the UES management console using the following URL: https://localhost:9443/admin/carbon/
2. On the Configure menu, click Users and Roles. The User Management page appears.

3. Click Users. The Users page appears.

   The Users link is only visible to users with the "Admin" permission. The Users page is used to add new user accounts and also modify or delete existing accounts if needed.

4. Click Add New User. The Add User page appears.
5. Select the domain. By default, PRIMARY will appear to indicate the primary user store; however, if secondary user stores have been added they will be listed in the Domain drop-down menu as well.
6. Enter the username and password.
7. If you want to add a user with the default "Internal/everyone" role, click Finish and you are done. Otherwise, click Next to define a user role and proceed to the next step.
8. Enter a role name pattern. Use one of the following approaches:  
   
   • Enter the exact role name.
   • Enter part of the role name followed by or preceded by an asterisk (*) (for example, t* - this option will return all the roles that have role names starting with "t").
   • Enter only an asterisk (*). This option will return all the roles under the selected domain.
9. Click Search.
10. Select the appropriate user roles.
11. Click Finish.
    A new user account will be created with the default/specified roles, while the username is displayed in the user list.

Searching for users

To search for users:

1. Log in to the UES management console using the following URL: https://localhost:9443/admin/carbon/
2. On the Configure menu, click Users and Roles. The User Management page appears.
3. Click Users. The Users page appears.
4. Select the user store domain.
5. Enter a username pattern. Use one of the following approaches: 
   
   • Enter the exact username.
   • Enter part of the username followed by or preceded by an asterisk (*) (for example, ad* - this option will return all the users that have usernames starting with "ad").
   • Enter only an asterisk (*). This option will return all the users under the selected domain.
6. Click Search.
   

Editing users

User roles can be edited by either changing the user's password or by assigning more user roles.

To edit a user:

1. Log in to the UES management console using the following URL: https://localhost:9443/admin/carbon/
2. On the Configure menu, click Users and Roles. The User Management page appears.

3. Click Users. The Users page appears.

4. Search for the user.
5. To edit add more user roles:
   
   1. Click the corresponding Assign Roles link.
   2. Enter a role name pattern. Use one of the following approaches:  
      
      • Enter the exact role name.
      • Enter part of the role name followed by or preceded by an asterisk (*) (for example, t* - this option will return all the roles that have role names starting with "t".)
      • Enter only an asterisk (*). This option will return all the roles under the selected domain.
   3. Click Search.
   4. If you wish to edit the permissions of a selected role:
      
      • Click the respective  Permissions link.
      • Select/De-select on the permissions that you wish to add/remove.
      • Click Update .  
   5. Select the respective roles that you wish to assign to the user.
   6. Click Update. Click OK, when a confirmation message appears.
   7. Click Finish. Click  OK, when a confirmation message appears.

6. To edit a user's password:

   You cannot change the username of an existing user.

    

   
   
   1. Click Change Password, respective to the selected user.
   2. Enter the new password and click Change.
   3. If the password change is successful, a message appears. Click OK.

Deleting a user

To delete a user:

1. Log in to the UES management console using the following URL: https://localhost:9443/admin/carbon/
2. On the Configure menu, click Users and Roles. The User Management page appears.
3. Click Users. The Users page appears.
4. Search for the user.

5. Click the Delete link respective to the user you wish to delete.

6. Click Yes, when the confirmation request appears. 

   You can not undo this operation once performed.

Changing my password

To change the current user's password:

1. Log in to the UES management console using the following URL: https://localhost:9443/admin/carbon/
2. On the Configure menu, click Users and Roles. The User Management page appears.

3. Click Change My Password. The Change Password page appears.

4. Enter the current password and the new password and click Change.

   If the user has forgotten his/her current password, they need to contact the administrator and get their password reset.

5. Click OK, when the confirmation message appears.