Constraints to Consider before Adding a User
A user account must be created in the License Administration section before the user can begin using ProblemTracker. The number of users that can be added to the License Administration section depends on the number and type of licenses you have entered in the License Manager. Each user created in the License Administration section can be given access to multiple workgroups.
When adding a new user, the profile information (email address, phone number, etc.) can be entered. This profile information will be displayed in all workgroups to which the user is given access. When entering information for a new user account, consider the character set of the workgroup(s) the user will be accessing. A user can only be given access to a workgroup with a character set that supports the characters entered in the user's profile. For example, if a user is created with UTF-8 characters in the profile, this user account can only be given access to a workgroup with UTF-8 selected as the character set.
Some basic guidelines related to user / workgroup character set compatibility:
For information on checking a workgroup's character set, review the Viewing a Workgroup section. To see a list of characters supported by each character set, review the information in the Adding a Workgroup section.
Adding a User
The following are the steps that need to be done in order to add a new user and allow this user to begin using ProblemTracker:
To add a new user, login to the Workgroup Management System, click on the Users icon in the top button bar, select the radio button to the left of the option "Add User", then click on the "Continue" button.
Enter information into the following required fields on the "Add New User Account" page:
After entering the information, click on the Add User button to save this new user account. A confirmation will be displayed after the user is successfully added. Click on the Add Workgroup Access button to specify which workgroups this user will be able to access.
The information entered in a user's profile can be viewed by users when the Assigned To or Reported By fields are displayed on the View page or in the Home Page and Query reports. The user's name will appear as a clickable link for those users which have the "View User Information" privilege. Clicking on the user's name will display the details present in the user's profile.
After adding a new user, click on the Add Workgroup Access button to specify which workgroups this user will be able to access. Details on giving a user access to a workgroup(s) can be found in the Editing a User's Access to Workgroups Help section.
After a user is given access to a workgroup, they must be added to the User Administration section of each workgroup. After doing this, the user will be able to login to the workgroup(s) and begin using ProblemTracker.
Managing Users within License Limits
If you attempt to add more users than are allowed by your license(s), ProblemTracker will notify you that you have reached the maximum number of users for your license type. If you have both static and floating licenses, the error will tell you which license type has reached its limit. You will need to delete a user before you are allowed to enter a new user.