This menu enables you to perform the mass import of users to Self Help.

You can then manage access rights in the Desktop Studio in admin mode.

Notes

• Server administrators can access the Users menu in an on-premises setup. (Note: For SaaS-based customers, the administration of Self Help servers is performed by the EasyVista) CMC team.
• It can also be accessed by domain administrators for both on-premises and SaaS-based customers.

• User files must in CSV format.

Description

Users import sub-menu

This displays the list of user files with the date and status of the operation.
         

• You can sort the list by clicking one of the column headers.
• The number of tasks in progress is displayed at the top of the list.
• You can group files using a specific criterion by clicking the Group By link at the top of the list.
• You can apply a filter to the names of files by clicking the Filter link at the top of the list.
• Click the name of a file to see its details.
   

Functionalities available in the toolbar

• Import a new user file.

• Delete one or more user import tasks.

Users list sub-menu

This displays the list of users found in all import files.
        

• You can sort the list by clicking one of the column headers.
• You can apply a filter to users by clicking the Filter link at the top of the list.

• Click the name of a user to see the details.
  • The Created by SSO field indicates if the user was created via an API key or a corporate directory (Yes) or via Self Help (No).
  • All user groups to which the user belongs will appear.
  • The list of all domains the user is authorized to access will appear with the corresponding access rights. Click a name to see the associated Self Help projects and the corresponding access rights.