Add Or Edit Users

Add or edit users from the User Management page.

To add or edit a user:

  1. Go to Settings > User Management.
    • Add: Click Add New User.
    • Edit: Search or browse for the user you would like to edit and click Edit.

      Administrators need the Update Users user permission. 
  2. Type or edit the First Name. (Mandatory field.)
  3. Type or edit the Last Name. (Mandatory field.)
  4. Type or edit the Email Address. (Mandatory field.)
    This is the primary email address, used for administrative purposes such as account activation, logging in, and obtaining a new password. Every user must have a unique email address. 
  5. The Use the same email address for notifications checkbox is checked by default. When unchecked, the Notification Email field appears.

    The Notification Email is the user’s secondary email address used for email notifications related to user actions in Plutora. Users can update this email address in their User Profile. Select the Use the same email address for notifications checkbox if you want to use the same email for logging in and notifications. 

    1. Type or edit the Notification Email if it has been revealed. (Mandatory field.)
  6. Type or edit their Phone Number.
  7. Select their Location.
     The Notification EmailPhone Number, and Location fields are now editable by administrators. Previously, they could only be edited by users updating their Profile.
  8. Manage Roles:
    1. Add: Select one or more Roles. (Mandatory field.)
      • Users can have more than one User Role.
      • When the pop up is saved and closed and reopened for the same user, any User Groups associated with the selected Roles will appear in User Groups.
    2. Remove: Click the X beside the Role.
      • If a Role is deleted, the associated User Group will remain but can be removed.
  9. Manage User Groups: This field shows User Groups that have been associated with the Roles selected above and also manually selected User Groups.
    1. Manually Add: Select one or more User Groups.
    2. Remove: Click the X beside the User Group.
      A User Group that is present because it has been associated with a selected Role cannot be removed. If removed, it will reappear after being saved and closed. To remove an associated User Group, you must also remove the Role.
  10. Select a Portfolio Association:
    • A user’s Portfolio Association indicates the part of the organization to which they belong.
    • When adding a Portfolio Association to a record (such as a Release) a user can only select from the Portfolio Association they belong to and sub levels of that Portfolio Association.
  11. Select an Account Status:
    Administrators can now update a user’s Account Status when adding as well as editing a user.

    1. Active: When a user is Active they can log into Plutora (unless Allow Login is toggled off) and they will be sent email notifications.
      1. To manage when the user’s account will be automatically set to Inactive:
        1. Select Indefinitely to keep the user’s account Active.
        2. Select Valid until and a date for the account to timeout to automatically set a user to become Inactive on that date.
          • At 11.59 pm (23:59:59) on that date (previously 12 am (00:00:00) on that date) the user’s status will become Inactive and they will be unable to log into Plutora.
    2. Inactive:
      • This status closes the account for a user that has left the company.
      • The user cannot log into Plutora.
      • Email notifications will no longer be sent.
  12. Toggle Receive Notifications to On to allow the user to receive email notifications.
  13. Toggle Allow Login to On to allow Active users to log into Plutora. Inactive users cannot log into Plutora.
    When the new Add Stakeholder-Only User user permission is activated, users can be created using the new Add New User button in Deployment Plan and added as a Deployment Plan stakeholder. Users added in this way can be managed like any other user of Plutora.
  14. Click Save.
    The Additional Information tab will be grayed out for new users if Save hasn’t been clicked or for edited users if the viewing user doesn’t have permission to view the User Custom Fields.
  15. Click the Additional Information tab.
    1. Fill in the fields.
      The Additional Information tab contains custom fields, which administrators have added using the User Custom Fields Customization. These fields will vary between each Plutora installation. Please consult your administrator for the procedure for filling in these fields.
  16. Click Save & Close.

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