User Management

In this section:

• About User Roles
• Multiple User Roles
• Add a User or Group
• Edit a User or Group
• Delete a User or Group

About User Roles

Before they can use the Personalization Operations console, users or groups of users must be added as users and then assigned roles and Personalization Groups. You can do this in User Roles, if you have the Primary Administrator role. You can also edit role and group assignments and delete users and groups.

To access the page, click User Roles in the navigation bar.

The page lists existing users and groups, with their roles and assigned Personalization Groups. Filter the list by entering the leading characters of the user or group name in the filter box at the top of the page.

To manage user roles, use the following commands:

Icon	Task
	Add users/groups
	Edit selected users/groups
	Delete selected users/groups

Role Privileges

Role	Privilege
Primary Administrator	Performs all functions, including assigning user roles to other users.
Administrator	Performs all administrative functions for their assigned personalization groups. Administrators cannot assign user roles.
Support Desk	Performs functions for single users at a time within their assigned personalization groups.

Multiple User Roles

Roles are allocated to either individual users or AD groups. Historically (in Personalization Operations 2020.1 and earlier), if a user is a member of  multiple groups in the user roles list, a 'clashing roles' error message is generated when the user logs in.

From 2021.1, Personalization Operations provides aggregated authorization, where multiple roles assigned to a user are combined.

• If Primary Administrator role is assigned (or established at server configuration), the user retains the Primary Administrator role.

• If Administrator role is assigned, the user retains Administrator role for all personalization groups assigned.

• If Support Desk role is assigned, the user retains Support role for all personalization groups assigned.

This may result in a user with Support Desk and Administrator privileges for different personalization groups. Under this scenario:

• The count of Personalization Groups displayed in the Personalization Summary page represents the number of groups for which the user has Administrator privilege.

• Support Desk operations may be carried out on users in any of the personalization groups assigned.

Add a User or Group

Add users and groups from the Active Directory as Personalization Operations users and assign roles and Personalization Groups to them.

1. In User Roles, click the Add icon (the plus sign).

   The Add User/Group dialog displays.

2. To locate the user or group to add, click either:
   • The Search AD tab
     1. In the tab, enter the leading characters of the user or group name in the search box and click the Search icon.
     2. In the list of results, select the user or group to add and click Next.
   • The Browse AD tab
     1. In the Active Directory tree, navigate to the user or group to add, select it, and click Next.
     2. To assign a role to the selected group or user, select a role from the Assign Role dropdown.
     3. To assign Personalization Groups to the group or user, select the checkbox for the relevant group in the Assign Groups list.

   If users are assigned multiple groups, an error message is displayed when they try to log in.

3. Click Add User.

   The user is added to the User Roles page and a success message displays.

Edit a User or Group

Alter the role or Personalization Group assignment for a user.

1. In User Roles, select the checkbox for the user or group you want to edit, and click the Edit icon (the pencil).

   The Edit User/Group dialog displays.

2. To change the assigned role of the selected user or group, select a new role from the Assign Role drop-down.
3. To change the Personalization Group assignment, select or deselect the checkboxes for one or more groups in the Assign Groups list.
4. Click Save.

The User Roles page reflects your changes and a success message displays.

Delete a User or Group

Delete individual or multiple users and groups in a single action.

1. In User Roles, select the checkboxes for the users and groups you want to delete.

   You can multi-select users and groups.

2. Click the Delete icon (the trashcan).

   The Delete User/Group confirmation dialog warns you that deletion is irreversible.

3. If you're sure you want to delete the users or groups, click Delete User.

The user is removed from the User Roles page and a success message displays.

Related topics

Roles