Manage Users - SEC0010

Security Administration > Manage Users

This page is used to create users and establish the roles and permissions associated with each user. For each user, you can assign a role(s), pay frequency(ies), campus(es), and warehouse(s) to which he will have access. In addition, you can establish the components within TxEIS to which he can access. After creating users and performing other functions, you must exit any applications to which you are logged on in order to refresh the security permissions.

Retrieve a record:

Retrieve an existing user

Search for a user.

To perform a search for all users, under Search Criteria, click Find.

To perform a search for an existing user, enter the following information under Search Criteria:

Last Name	Type the last name of the user. The field can be a maximum of 30 characters.
First Name	Type the first name of the user. The field can be a maximum of 30 characters.
User ID	Type the ID of the user. The field can be a maximum of 29 characters. The first character must be a letter.
Show Deleted Users	Select to include deleted users in the search.

Find

Click to perform the search. If a record exists, the data is displayed under Results. Deleted users are highlighted in red.

Advanced Filters

Click to apply additional filters to the search criteria. The Advanced Filters window is displayed.

Roles	Click to expand the list of existing roles. Select a role(s) to refine the search for users assigned to the selected role(s).
Permissions	Click to expand the list of permissions. Select a permission(s) to refine the search for users assigned to the selected permission(s).
Campuses	Click to expand the list of permissions. Select a campus to refine the search for users assigned to the selected campus(es).
Selected Filters	Click to expand the list of filters. For each filter, click Remove Filter to remove the filter from the results.

After you select the desired filters, click Close to close the Advanced Filters window.

Click Find to refresh the results to include your advanced filter search criteria.

Under Results:

Select the desired user(s) for which you want to make changes.

If you select multiple names, the Edit User button is disabled.
If you select an administrative user, a pop-up window is displayed indicating that the administrative user's properties cannot be changed.

Button	Description
Assign Frequencies	Click to assign pay frequencies to the selected user(s). The Assign Pay Frequencies pop-up window is displayed with a list of established payroll frequencies. Select the payroll frequencies to assign to the user(s). Click OK to assign the frequencies and close the pop-up window. Otherwise, click Cancel to close the pop-up window without assigning frequencies.
Unassign Frequencies	Click to unassign pay frequencies from the selected user(s). The Unassign Pay Frequencies pop-up window is displayed with a list of established payroll frequencies. Select the payroll frequencies to be unassigned from the user(s). Click OK to unassign the frequencies and close the pop-up window. Otherwise, click Cancel to close the pop-up window without unassigning frequencies.
Assign Warehouses	Click to assign warehouses to the selected user(s). The Assign Warehouses pop-up window is displayed with a list of established warehouses. Select the warehouses to be assigned to the user(s). Click OK to assign the selected warehouses and close the pop-up window. Otherwise, click Cancel to close the pop-up window without assigning warehouses.
Unassign Warehouses	Click to unassign warehouses to the selected user(s). The Unassign Warehouses pop-up window is displayed with a list of established warehouses. Select the warehouses to be unassigned from the user(s). Click OK to unassign the selected warehouses and close the pop-up window. Otherwise, click Cancel close the pop-up window without unassigning warehouses.
Assign Roles	Click to assign roles to the selected user(s). The Assign Roles pop-up window is displayed. Under Roles, a list of established roles is displayed. Select the roles to be assigned to the user(s). Under Campuses, a list of established campuses is displayed. Select the campuses to be associated with the role. Click OK to assign the selected role and associated campuses and close the pop-up window. Otherwise, click Cancel to close the pop-up window without assigning roles.
Unassign Roles	Click to unassign roles to the selected user(s). The Unassign Roles pop-up window is displayed. A list of established roles is displayed. Select the roles to be unassigned from the user(s). Click OK to unassign the selected role and close the pop-up window. Otherwise, click Cancel to close the pop-up window without unassigning roles.
Restore Users	❏ Click Restore Users to restore a user profile that has previously been deleted. Deleted users are only displayed in the Results list if Show Deleted Users is selected. A deleted user must be selected to enable the Restore Users button.
Edit User	❏ From the Manage Users page, under Search Criteria, click Find to perform a search for all users. Or, to perform a search for a specific user, enter data in one or more of the search fields. Select Show Deleted Users to include deleted users in your search. Deleted users are highlighted in red. Click Find. A list of users matching your search criteria is displayed. Select the user to be edited. ❏ Click Edit User to update the roles and responsibilities associated with the user. The Edit User page is displayed. You can make the necessary updates to the user's profile such as password, frequencies, warehouse, etc. In addition, you can select a role to view and manage exceptions/permissions to the roles and responsibilities associated with the user profile. Click + - to expand or collapse available permissions. Select/unselect the permissions to be added to the user. Notes: A component that is cleared is displayed in red. For example, if Maintenance is cleared, Maintenance is displayed in red. If a component has a subcategory that is cleared, the upper-level title is displayed in italics. For example, if Utilities has many sublevels, one of which has been cleared, Utilities is displayed in italics denoting that not everything under Utilities is granted permission. If read-only is selected, the component is displayed in brown. The component must be selected along with the read-only option. ❏ Click Save.
Delete User	To completely delete a user from Security Administration, complete the following steps in the order in which they are listed: ❏ District Administration > Workflow Alternative Approver: Click Clear Row. Approval Rules: Delete the rules for the Purchasing Requisition workflow type. Approval Path: Delete the user from the Purchasing Requisition approval path. First Approver: Delete the user from being a first approver. ❏ District Administration > Maintenance > User Profiles Delete the user's profile. ❏ Security Administration > Manage Users Under Search Criteria, click Find to perform a search for all users. Or, to perform a search for a specific user, enter data in one or more of the search fields. Select Show Deleted Users to include deleted users in your search. Deleted users are highlighted in red. Click Find. A list of users matching your search criteria is displayed. Select the user to be deleted. Click Delete User. A pop-up window prompts you to confirm that you want to delete the user. Click OK to delete the user. A message indicating that the user was deleted successfully is displayed at the bottom of the page. Note: Administrative users cannot be deleted. If an administrative user is selected, a message is displayed indicating that the administrative user's properties cannot be changed.
New User	❏ Click New User to create a new user. The Create User page is displayed.

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