User Management Setup

 

Introduction

User Management consists of the following common objects which are currently used across all SmartSolve© solutions: SmartAuditTM, SmartCAPATM, and SmartComplaintsTM.  The following Setup objects are grouped within User Management:

 

User Management Matrix

User Management can be configured from within any Organization and functions as follows:

Example User Roles & Rights Matrix

 

 

User Rights

The following Rights must be assigned to a user to manage or view User Management:

Rights

Description

UMG_VIEW

Must be assigned to administrator to access the User Management Console.

 

*See each Setup Object below for additional Rights needed to manage or view Setup objects within User Management.

 

See Rights Groups to assign Rights Groups to users.

 

How to Access User Management

User Management is located under Setup. When first entering the console, the administrator is sent directly to the Users folder which contains all Internal Actors, Persons, and Contacts that currently exist in the system. This is typically where administrators go to add new Users, or modify existing ones (i.e., to add Roles and/or Rights to the Users, etc.).

From the Portal Page, click Smart Solutions tab > Admin and Report > Setup. The User Management section is displayed.