Legacy platform

Manage users

Call center leads may want to modify the details of other users. In such situations, they must be able to search the appropriate user record and modify the required details.

Solution

The following section describes APIs, user exits, services, and other components.

A user must first search the required user record to be able to modify it. The "User Search" related task on the home page can be used to search a user. When the user does a search, the getUserList API is called to list the user records that match the given search criteria. The user can select the record that must be modified. The getUserHierarchy API is called to display the details of the selected user on the Manage User screen. The details include the user's primary information, assigned roles, and queue assignments. This screen is identical to the Create User screen.

The user's Login ID and Organization cannot be modified. However, the user can add or edit contact information, user roles, and queue assignments. When the user chooses to add or edit an address, the Contact Information window is displayed. The user can enter the details and save the information. The address capture panel is reused to capture the actual mailing address portion of the contact information. The logic used in the address capture panel handles all globalization and custom fields. The email address that is initially entered for the user is updated in the contact information. The contact information is passed in the ContactPersonInfo element while saving the user record.

When the user confirms the changes, the modifyUserHierarchy API is called to save the user record.

Implementation

The following section describes the rules that you must configure.

Managing users is a permission controlled task. For information about administering user group permissions, see Administering user group permissions.

For more information about the APIs, see the Javadoc.

End-user impact

None.