Related Topics
You can manage users and groups remotely through the web-based IT Admin area. You can access this section by navigating to the User Administration section of the IT Admin area.
Process Director organizes users in the database as follows:
+ partitions
+ users
+ groups
+ users
Users or groups can be members of partitions. Users can also belong to multiple groups, allowing for role based administration.
The following User IDs will be created on a new Process Director installation. These users have no passwords and have been given full permission to all objects.
- Administrator
- user1
- user2
The following group is created on a new Process Director installation. The user named Administrator is a member of this group.
- admin
Users may fall into one of two primary classes:
- Authenticated users have a named Process Director user account. This account may either be Built-In or Windows account. All of these users are positively authenticated in the system prior to granting access. Authenticated users may have full access as regular licensed users, or may have intermittent access to the system through an additional licensed component that assigns temporary day passes to the user that expire in, as their name suggests, one day.
- Unauthenticated users don't have a user account, and their access to the system is governed by a license component that issues a pass to the user that enables them to access the system—either anonymously, or by identifying them via an email address—for a single access instance.
Cloud users that are licensed for any day passes should pre-load/configure all named users who may consume day passes, prior to their use. All that's required is the UserID, authentication mechanism(such as SAML or built-in login, and the license type. This list of temporary users can be entered annually, or loaded using the Excel import feature in the User Administration page. If you use a self-provisioning for new users, then the self-provisioned user will consume day passes unless their user record is updated manually by the administrator. Setting the DefaultNewUsersToDayPass custom variable will force all new users to be added as day pass users.
User Administration Pages
The User Administration section enables access to the administrative pages that manage users, groups, and other user-related system settings. You can navigate to each section using the Table of Contents displayed on the upper right section of this page, or by using one of the links below:
Users: This page is where system users are created and managed.
Groups: This page is where user Groups are created an managed.
Authentication Settings: Where the different authentication methods are configured.
Delegation: Where delegation of tasks between users are created and managed.
User Directory Synchronization: Where you can create directory synchronization profiles to create and synchronize users sourced from your Active Directory or other LDAP systems.
User Perms: Where you can view user permissions.
User References: Where you can view and search a list of Content List objects that reference specific users on your system.
Documentation Feedback and Questions
If you notice some way that this document can be improved, we're happy to hear your suggestions. Similarly, if you can't find an answer you're looking for, ask it via feedback. Simply click on the button below to provide us with your feedback or ask a question. Please remember, though, that not every issue can be addressed through documentation. So, if you have a specific technical issue with Process Director, please open a support ticket.
