Creating functional users and assigning roles

You can create functional users and assign roles to provide them with access to complete tasks in IBM Sterling® Order Management System environments.

Before you begin

You must have the Organization Administrator role to view the list of users.

About this task

A functional user is a new user type that is not tied to an actual user. They automate processes by using the command-line interface (CLI) only without tying the processes to any user. They use an access token to access the CLI. For more information about access tokens, see Generating and revoking access tokens.

It might take up to thirty minutes for the new Organization Administrator and Developer roles to take effect for a user in all environments.

When a new nonproduction environment is added, the roles that are assigned for existing nonproduction environments are automatically created for the new environment.

The functional user role including either production or nonproduction must match the environment that is being accessed.

Procedure

  1. Open Self Service. For more information, see Accessing Self Service.
  2. Select the organization for which you want to create functional users.
  3. From the Open menu, click User management.
    You can view the list of users and the roles that are assigned to them.
  4. Click Add user. The Assign Roles window opens.
  5. Select the Functional user checkbox.
  6. In the Name field, enter a name for the functional user.
  7. Optional: Add Notes for reference.

    Only Organization Administrators can view the notes added.

  8. In the Roles field, click the appropriate role that you want to assign to the functional user. Based on the role that is assigned, the functional user can access the appropriate environment.
  9. Click Create.
    A confirmation message is displayed.