Users

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Introduction

User accounts in Hornbill consist of all the users that have access to the Hornbill User App.

User Profile

Basic Information

• User ID
• First Name
• Last Name
• Handle
• E-Mail
• Mobile
• Status

Regional Settings

• Language
• Time Zone
• Date/Time Format
• Date Format
• Time Format
• Currency Symbol

Security Settings

• Roles

Change Password

• Password
• Confirm Password
• Force Password Reset

Creating Users

Creating a Single User

1. From the User list menu, click on Create New User
2. Supply the mandatory information in Basic Information
3. Change any regional settings as required
4. Under Security settings select the appropriate roles for that user
5. Click on 'Create User

Uploading a User List

When a large number of user accounts need to be created, a CSV file can be a quick and simple way to achieve this. A CSV template is provided which includes some of the standard fields that are required to create a new user account.

1. From the User list menu, select Upload Users
2. Click on the Download Template File button
3. Populate the CSV Template File with the users that you wish to upload
4. Click on the Select CSV File to Upload button
5. View and check upload results

The CSV template consists of the following fields:

• userId - The User Id should ideally be made up of alphanumeric characters although full stops (.) and underscores (_) are permissible. The User Id plays a key role in the database relationships so once it is created, it is not possible to amend. This is a mandatory field.
• name - This field will form the "Handle" for the User. This is what will be visible when posting to a Workspace or Request Timeline eg: "Harry Hornbill posted on Workspace Hornbill Collaboration Discussion". In this example, Harry Hornbill would be the Handle. This field can be amended at any time. This is a mandatory field.
• password - The password which the User will use to log on to the Hornbill Platform. This is a mandatory field.
• firstName - The first name of the User. This is a mandatory field.
• lastName - The last name of the User. This is a mandatory field.
• jobTitle - The Users Job Title. This field is optional, and can be left blank.
• phone - The Users telephone number. This field is optional, and can be left blank.
• email - The email address of the User.This is a mandatory field.
• mobile - The mobile number of the User. This field is optional, and can be left blank.
• role - The Hornbill roles that this User requires to perform their day to day duties within Hornbill should be specified here. All those who will access the Platform require the "Collaboration Role" as a minimum. In addition, if they are a Support Desk Analyst, then they may also require the "Incident Management User" role. When specifying multiple roles in this field they should be separated by a colon (:). e.g. to associate the two roles mentioned here, the contents of the role field will look like: Collaboration Role:Incident Management User. If you wish to associate roles to Users later via the individual User accounts, then this field can be left blank.
• userType - The User Type is used to specify whether the User will be a Standard User (full platform access based on the Subscriptions) or a Basic User (access is restricted to the Hornbill Service Portal). If nothing is specified in this field, the User Type will default to Standard User.

If you plan on using a third party automation tool to generate the CSV, the case of the field headings is important. The CSV upload function is expecting the field headings in the following order and format: userId, name, password, firstName, lastName, jobTitle, phone, email, mobile, role, userType. If the headings are in any other form, out of sequence, or missing, the Upload will be unsuccessful.

Auto Provisioning via SSO

The creation of user accounts can be automated as part of the Single Sign-on (SSO) configuration.

1. Create User Template
2. Configure Single Sign-on
3. Define Auto Provisioning settings