User Management

User Management can be performed in the WorkFlow Designer or in WorkFlow.

Only users with the appropriate rights will be able to add, edit or delete Users in WorkFlow or in WorkFlow Designer. In WorkFlow Designer, if the User Editor is greyed out are not showing in the explorer pane, using the Options Editor, check that the user has access to Read and Edit Users.

If you are not able to access the Users under Manage in WorkFlow , in WorkFlow Designer in the Options Editor, check that the user has access to Read and Edit Users.

For more information on how to manage Options, click here.

Properties of a User

Attributes
Active	A Boolean value that specifies whether the user is an Admin User or not. This property contributes to the security model of the WorkFlow Designer. If a user is an Admin User, they can open the site in the WorkFlow Designer. If not, they can only use the site in WorkFlow.
Admin User	A Boolean value that specifies whether the user is an Admin User or not. This property contributes to the security model of the WorkFlow Designer. If a user is an Admin User, they can open the site in the WorkFlow Designer. If not, they can only use the site in WorkFlow.
Available	A Boolean value that specifies whether the user is available or not. If a user is not available, the user’s tasks will be routed to the role that is configured in the Route To property of the role to which the user is assigned.
Notify	A Boolean value that specifies whether the user wants to receive notifications on new tasks routed to them.
Role	Use this property to assign a user to a role.

Contact Information
E-Mail Address	The e-mail address of this user. This is the e-mail address that will be used by the XMPro to send e-mail notifications to. Therefore, it is important that it is a valid e-mail address.
Pager	A pager number for this user.
SMS Address	The text message address of this user. This is the e-mail address that will be used by XMPro to send text message notifications. Therefore, it is important that it is a valid address. Note: Only applicable for text message servers that receive instructions from mail servers.
Tel. No. (Home)	An after-hours contact number for the user.
Tel. No. (Mobile)	A mobile number for the user. This is the mobile number that will be used by XMPro to send text message notifications. Therefore, it is important that it is a valid mobile or cellular phone number.
Tel. No. (Work)	A work number for the user.

Identification
First Name	The name of the user.
Last Name	The surname of the user.
Reset Password	Reset the user’s password using this property.
Username	The name that the user will use to log on to the WorkFlow. For Windows Authentication, you will have to use a Domain Name\Username as the Username. For SAML2 Authentication, the username must match the saml:NameID value returned in the SAML2 payload.[NJ1]

Identifier
ID	A numerical value which uniquely identifies this user. This property is automatically assigned, and used internally by XMPro.