Edit or Remove a User

You can change a users details (name, email, etc.) and you can also change their roles or privileges. You can also remove users.

Note: Privileges for a user are changed by adding them to, not removing them from, the privileges of the role assigned. For example, a user with the Case Administrator role has all privileges. For that person to have fewer privileges, his or her role must be either Standard or Power User, with privileges added as needed.

 

If you first give a user a role other than Standard User and then remove a privilege(s), the role will automatically be changed to Standard User, but the privileges defined at that point will still be in effect.

 

Super Administrator privileges cannot be changed. To change privileges for a person with that role, you must first select a different role.

Change User Details

You must be a Super Administrator to change user details. The full name and/or email can be changed, but not the user ID. To make changes:

  1. Start Eclipse SE Administration and log in as a Super Administrator.

  2. Click the Case Management tab.

  3. In the navigation panel, expand the User/Group Management menu and click User Management.

  4. In the left pane of the User Management workspace, click the name of the user whose role is to be changed.
  5. Click Modify > Details.

  6. Change the Full Name or Email as necessary. Additionally, you can click the Mark as Inactive check box to mark a user as active or inactive.

  7. When you are done, click OK.
  8. In the Group Assignments section, you can select the groups you would like to remove from or assign to the selected user.
    • When the user has been assigned to the necessary groups, click Save

Change a User's Role and Privileges

  1. Start Eclipse SE Administration and log in as a Super Administrator.

  2. Click the Case Management tab.

  3. In the navigation panel, expand the User/Group Management menu and click User Management.

  4. In the left pane of the User Management workspace, click the name of the user whose role is to be changed.
  5. Right-click and select Modify Role and Privileges.

    Note: If multiple users need to have their roles changed in the same way, click the first user, then Shift+click or Ctrl+click additional users to choose a contiguous or non-contiguous set of users, respectively. Settings for multiple users can be changed simultaneously only if they have the same role and privileges.

  6. To change a user's role, select the check box next to the appropriate role you would like to associate with a user.

  7. To change a user's privileges, select the check box next to the name of each privilege that needs changing. You can add or remove privileges as necessary. You must be a Super Administrator to make these changes.

    Note:

    • Privileges for a user are changed by adding them to, not removing them from, the privileges of the role assigned.

    • If you first give a user a role other than Standard User and then remove a privilege(s), the role will automatically be changed to Standard User, but the privileges defined at that point will still be in effect.

    • Super Administrator privileges cannot be changed. To change privileges for a person with that role, you must first select a different role.

  8. When finished, click OK.

Remove a User

Any user other than the Super Administrator created during installation can be removed. This administrator is defined in the product’s service layer and does not appear in Eclipse SE Administration.

You must be a Super Administrator to remove users. This procedure removes the user entirely.

  1. Start Eclipse SE Administration and log in as a Super Administrator.

  2. Click the Case Management tab.

  3. In the navigation panel, expand the User/Group Management menu and click User Management.

  4. In the left pane of the User Management workspace, click the name of the user you want to delete.

    Note: If multiple users are to be removed, click the first user, then Shift+click or Ctrl+click additional users to choose a contiguous or non-contiguous set, respectively.

  5. Click .
  6. A dialog box will ask you to confirm the deletion of the selected user. To proceed, click Yes.

    IMPORTANT! Once you remove users, there is no way to reinstate them other than to add them as new users.

  7. Repeat these steps to delete any other users.

Deleting a user removes them from the user table, as well as the groups, cases, review passes, and batches to which they were assigned.

 

Related Topics

Overview: Security

Add a User

Change User Activity Status