Managing Users

If you are using the Integrated Windows Authentication (IWA) method for West km, you will manage West km users via integration with Active Directory, which authenticates and authorizes users for your Windows domain networks.

If you are using the West km custom authentication method, you will manage West km users without Active Directory integration.

Accessing the Manage Users Page
Adding Users with Active Directory Integration
Adding Users without Active Directory Integration
Filtering the List of Users
Removing Users
Exporting Users

Accessing the Manage Users Page

1. Click Setup.
2. Click the Professionals tab.
3. In the left frame, click Manage Users.

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Adding Users with Active Directory Integration

As well as groups (see Managing Groups of Users), you can add individual users from Active Directory. The rights assigned for an Active Directory group are the default settings for all users within the group. Settings for individual users override the settings for groups to which users belong.

To add an individual user,

1. Access the Manage Users page.
2. Click New User.
3. In the Find Users dialog box, in the Search Query box, type the name of the user that you want to add and click Search. Users that contain the search string in the user name are found.
4. Select the check box preceding each user in the list that you want to add.
5. Click Save.

By default, new users have Active User rights. To assign additional rights for a user, select the appropriate rights check boxes for the user. For details, see Understanding User Rights.

Note: Only users who have been added individually are displayed on the Manage Users page. Users who been added only as part of an Active Directory group are not displayed on the Manage Users page.

To view a list of groups to which the user belongs (and which have been added to West km), click User Groups next to the user's name.

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Adding Users without Active Directory Integration

If you are using the West km custom authentication method, you will manage West km users without Active Directory integration. Instead you will control user access to West km via usernames and passwords administered in West km.

To add a user,

1. Access the Manage Users page.
2. Click New User.

3. In the User Details dialog box, type the information for the user. All fields are required except Middle Name and Network ID.

   • First Name, Last Name and Middle Name: the user's first, last, and middle names
   • Network ID: The user's ID to log on to your organization's Windows network, including the domain (e.g., USA\W010)
   • Email Address: the user's email address
   • Password: a password for the user to log on to West km; passwords are case-sensitive and must be at least six characters
4. Click Save.

By default, new users have Active User rights. To assign additional rights for a user, select the appropriate rights check boxes for the user. For details, see Understanding User Rights.

To edit a user's information, click the user's name, make your changes, and click Save.

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Filtering the List of Users

To filter the list of users, type or select values at the top of the Manage Users page and click Apply. In the Filter box, type a search string to retrieve users that contain the search string in the username. To display all users, click Clear.

To sort the user listing, click a column heading.

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Removing Users

To remove a user,

1. Access the Manage Users page.
2. For the users you want to remove, select the check box in the Delete column.
3. Click Save.

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Exporting Users

You can export user data to a file of comma-separated values. You can then compile that data in another program, such as Excel, to analyze your West km user data in a more usable format.

To export user data to a file,

1. Access the Manage Users page.
2. Click Options, and then click Export Users.
3. Follow your browser's on-screen instructions to save the file.

The file contains the same data that is needed to create an input file for importing users (see Creating an Input File).

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