Adding and managing users

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Organization administrators can view and manage users in their Envizi Supply Chain Intelligence organization by using the User management feature of Envizi Supply Chain Intelligence.

The IBM® provisioning team works with a main contact from your company to set up an account. This person from your company is considered the account administrator. Users with the account administrator role can manage organizations and applications within the account. An organization is a subdivision of an account. For example, an account administrator might decide that they need an organization for each department in their company to ensure that employees have the access that they need to do their jobs. When users are added to an organization, they are also automatically added as a member of the account to which that organization belongs.

The account name is listed first in the page header, followed by the organization name. If you have access to more than one account or organization, you can switch between them using the menu.

All users with access to Envizi Supply Chain Intelligence are able to view the User management page by clicking Management > User management from the side navigation menu of Envizi Supply Chain Intelligence.

User roles

Organization administrators can invite colleagues inside or outside of their organization to Envizi Supply Chain Intelligence. The permissions of each user depend on their access group. Users can be part of one or more of the following access groups:
Account administrator
Users with this role can manage organizations, applications, add-ons, tools, and connectors in the account. This role cannot be assigned in the user management feature.
Note: Inside an organization, the permissions of account administrators are based on the other user roles that they are assigned within it, such as organization administrator, builder user, and general user. Account administrators must also have an organization administrator role to add and modify users in their organization.
Organization administrator
Users with this role can add, invite, edit, and delete users in their organization. They can also add other organization administrators and manage applications, add-ons, tools, and connectors for the organization.
Builder user
Users with this role can view, create, and manage assets for their organization by using the builders.
Important: Users must be assigned both an organization administrator and a builder user role to access the builders from the side navigation menu.
General user
Users with this role can view users in their account and use the applications that they are entitled to. All users are assigned this role by default.

Adding users

After the user creates an IBMid, organization administrators can add users to Envizi Supply Chain Intelligence.

Organization administrators can complete the following steps to add users to an organization:
  1. Log in to Envizi Supply Chain Intelligence
  2. From the side navigation menu, click User management. The Users tab is selected by default.
  3. Click Add user .
  4. Add the user's details to the form:
    • Enter the user's name.
    • Enter the same email address that was used to create the user's IBMid.
    • Select the user's roles.
      Note: The general user role is added to all Envizi Supply Chain Intelligence users by default. Additional user roles can be added to grant more actions.
  5. Click Add. An email is sent to the user with instructions for how to log in to the Envizi Supply Chain Intelligence.

Searching for a user

Search for users within an organization by completing the following actions:

  1. From the side navigation menu, click User management.
  2. In the Search for users field, enter a username or email address.

Filtering users by access group

On the User management page, an organization administrator can use the filter option to view users who are in one or more access group by completing the following actions:

  1. From the side navigation menu, select User management.
  2. To filter the users in an organization by access group, click the filter icon Filter icon. A filter dialog box appears.
  3. Select the access groups to include in the filter, and then click Apply. A list of the users in the selected access group is displayed.
  4. To clear the selection, click the Clear filters.

Modifying user roles

An organization administrator can modify existing user role assignments by completing the following actions:

  1. From the side navigation menu, select User management.
  2. Click the edit icon edit icon.
  3. Modify the user roles.
    • To add a user role, select the role from the list.
    • To remove a user role, click X next to the role.
    Note: The general user role is added to all Envizi Supply Chain Intelligence users by default and cannot be deleted.
  4. Click Update.

Editing user's access groups

An organization administrator can edit an existing user's access groups by completing the following actions:

  1. From the side navigation menu, click User management. A list of users appears.
  2. In the user's row, click the Overflow menu and then select Edit user's access groups.
  3. Select the required access groups and click Save.

Removing a user from an organization

After removing a user from an organization, the user will remain in the account and might be a member of other organizations. An organization administrator can remove a user from an organization by completing the following actions:

  1. From the side navigation menu, click User management. A list of users appears.
  2. In the user's row, click the Overflow menu and then select Remove user from org. A confirmation dialog box appears.
  3. Click Remove.

Deleting a user from an account

An account administrator can delete a user from an account which removes access to all organizations of the account by completing the following actions:

  1. From the side navigation menu, click User management. A list of users appears.
  2. In the user's row, click the Overflow menu and then select Delete user from account. A confirmation dialog box appears.
  3. Click Delete.