Maintain users

Access the CCUSER—User application from the main menu or quick launch to display the CCUSER—Search User screen.

To create a user:

  1. Click New to display the CCUSER—User Detail screen.
  2. Enter the User Code.
  3. Click Submit.

To search for users:

  1. Enter the relevant search criteria.
  2. Click Search to display users that match the criteria.

To export users to a report:

  1. Search for users.

  2. Select the check box in the first column of each user to be included in the report, or leave all users unselected to include all users in the report.
  3. Click Export to report on the grid to generate the grid report document.

    Note: Until a search is performed, the Export to Report option is not available, and if any search criteria are updated the Export to Report option is not available until a search is performed.

    During this process, the screen is greyed out and the Generating the Report notification widget appears in the bottom right-hand corner of the screen. When the server finishes generating the report, the screen returns to normal and the notification widget is updated so the report can be downloaded.

To update a user:

  1. Search for, and open, the user to display the CCUSER—User Detail screen.

  2. Update the fields, as required.

    Note: The User Code field cannot be updated.

  3. Enter the User Principal Name, as required for AAD authentication.

  4. Specify whether the user Is Active for login.
  5. Enter the Menu Name. If the menu name is left empty then the default menu is used by the user.

  6. To maintain name details for a user:

    1. Select the Name Details tab.

    2. Update the Salutation, First Name, Middle Name, Last Name and Full Name, as required.

  7. To maintain contact details for a user:

    1. Select the Contact Details tab.

    2. Update the Email, IM, Telephone, Mobile, Pager and Fax, as required.

  8. To maintain address details for a user:

    1. Select the Address tab.

    2. Update whether the address is Active, and enter the address details, as required.

  9. To maintain work details for a user:

    1. Select the Work Details tab.

    2. Update the Position Title, Department and Manager User Code, as required.

  10. To maintain signatory text for a user:

    1. Select the Signatory tab.

    2. Enter the Signatory Text, as required.

  11. Click Submit.

To maintain security roles for a user:

  1. Search for, and open, the user to display the CCUSER—User Detail screen.

  2. Select the Security tab to view security roles configured for the user.

  3. To add a security role to the user:

    1. Click to add a new row.
    2. Select the Role Name from the drop-down selection list.
    3. Select the Scope from the drop-down selection list.

  4. To remove a security role from the user:

    1. Click at the beginning of the row to be removed.

To suspend or un-suspend users:

  1. To suspend multiple users:

    1. Search for users.

    2. Check the selection check box on the search results rows.
    3. Click Suspend.

  2. To suspend or un-suspend a single user:

    1. Search for, and open, the user to display the CCUSER—User Detail screen.

    2. Select the Security tab to view security roles configured for the user.

    3. Check the selection check box on the grid rows.

    4. Click Suspend Roles or Unsuspend Roles, as required.

Note: The suspend service works for all roles except SYSTEM ADMINISTRATOR. This role cannot be suspended. If a user attempts to unsuspend a role by using the Unsuspend Roles service, the system will check if the user code being modified still has a valid licence before completing the task. If not, then the role remains suspended for the user. Please check with your administrator if this happens. Please see the Licencing topic under Maintaining Users for more information.

To maintain languages for the user:

  1. Search for, and open, the user to display the CCUSER—User Detail screen.
  2. Select the Languages tab to display system languages as configured in the DLAN table code of the system table.

  3. The system languages configured in the DLAN table code of the system table display in the grid.

  4. Open a selected language to display the MSESYS—System Preferences Displayable Languages dialog box.
  5. Check or uncheck Activated For User, as required, to make the system language available or not available to the user.
  6. Click OK.
  7. Click Submit.

To create a user from an existing user:

  1. Search for, and open, the user to display the CCUSER—User Detail screen.

  2. Click Save As to display the Save As dialog box.
  3. Enter the User Code for the new user.
  4. Click OK to copy the user configuration to the new user and display the CCUSER—User Detail screen.
  5. Update fields, as required for the new user.
  6. Click Submit.

To delete a user:

  1. Search for, and open, the user to display the CCUSER—User Detail screen.

  2. Click Delete to display the Confirm Delete dialog box.
  3. Click Confirm to delete the user. An error is raised if the user is linked from any entity (ex. user created a job), in which case, it cannot be deleted.