Users Management

Note

If the User Management feature is not present in Migrate, you are using the new Syniti Knowledge Platform security feature. Refer to Manage User Security for more information.

This topic is related to the following sections:

• User Deployment

• Employees

• Role Management

• User Audit Log

• Object History Search

About Users Management

The Users Management section of Security maintains user access to Syniti Migrate system. All project team members, client staffing, and any consultants who require access to view or use the Syniti Migrate system to perform their job tasks need to have a user setup within Users Management. The user is initially be assigned a logon through Syniti Knowledge Platform as well as permissions for access. When they click the link to access Syniti Migrate system, a user logon and access is assigned based upon the access assigned within Syniti Knowledge Platform. Refer to section About Role Management for details of the relationship between Syniti Knowledge Platform security roles and Syniti Migrate security roles.

Finally, the user is assigned to one or more Roles within Users Management page to provide more detailed access.

Note

The user logs into the system with a Syniti Knowledge Platform ID and password setup through the Syniti Support Service. This single sign on (SSO) process with authenticate the user's credentials based upon the assigned Tenant and User ID. When a user logs into Syniti Migrate for the first time via SSO, if the user does not have an account within Syniti Migrate they are automatically created. When doing so, the system assigns them roles based on their setup in the Syniti Knowledge Platform.

Prerequisites for Users Management

• Users Management ties together the User and the Role. Refer to Administer > Security > Role Management for details on this process.

• Every user of Syniti Migrate must have already been setup with a Syniti Knowledge Platform ID and password through Syniti Support Service.

Working in Users Management

View the following page by navigating to Administer > Security > Users Management from the Syniti Migrate Home page.

The Users Management page displays as two panels (Users and Roles). As the user clicks to highlight a user in the left side panel, the details of that user displays on the right side panels for the associated Roles. Multiple Roles may be assigned to a user. Users may not be Deleted or marked as Inactive in this section.

Add a Role to the User

Within the panel Role, click on the Add icon to open the Add user to roles window. Click on the toggle to select Roles to assign to the user. Once one or more roles have been toggled to active the Save  icon displays as active and the data may be saved.

When finished with edits, click the Save icon to complete or Cancel icon to exit. The new Role(s) display within the Role panel for the user updated.

Delete a Role from a User

While viewing the Users Management main page, select the User to highlight that row. This updates the Role panel to display the roles assigned to the selected user. To remove or delete a role from the user, click the Delete icon for that row. Click OK for the warning message. The role is removed from the user selected.

Edit a User

To edit a user, click on the Edit icon on the left side of the row to edit. A window displays, and the data details may be edited, as shown below.

From within the Edit Details window, the user may edit to change the password only.

When finished with edits, click the Save icon to complete or Cancel icon to exit.

Subsequent Steps

The next step in this process is to assign the User to Deployments. Refer to section Administer > Security > User Deployments for details.