Users

Overview

Users represent the users of the Products configured for your Organization. The following are the various types of users that identify the level of access across the product suite:

User Type	Organization	Access
Framework Admin	Products owners	Full access to framework modules and services No access to products purchased by clients
Business Admin	Client organization	Limited access to framework modules and services Limited access to purchased products based on assigned roles and privileges
Business User	Client organization	No access to framework modules and services Limited access to purchased products based on assigned roles and privileges

Create a user

To create a user, click Create New and enter valid values in the following fields:

Field	Description
User Name	Username to be used when loggin in the product. Mandatory: Yes
User Type	Type of the user. The following are the possible values: `Business User` — end user of the product. `Admin User` — administrator in the organization who controls the settings in the framework or product. `Framework Admin` — super user who has access to all modules and functionalities of the framework and product. When creating a new user using a business user, the user type is automatically populated with `Business User`. Mandatory: No
First Name	First name of the user. Mandatory: Yes
Last Name	Last name of the user. Mandatory: No
Company Code	Code of the company where the user belongs to. Mandatory: Yes
Authentication Type	Type of authentication to be used when logging in the product. The following are the possible values: `Basic Authentication` `OAuth 2.0 Authentication` Mandatory: Yes
Password	Password you need to supply when you select `Basic Authentication`. You can also opt to let the system generate a password for you by clicking the Autogenerate link. To view the password, click eye icon. Mandatory: Yes
Locale	Primary language used in the organization. Mandatory: No
Organization	Organization where the user belongs to. Mandatory: Yes
Comments	Additional details of the user. Mandatory: No
Effective Date	Date when the user will be active. Mandatory: Yes
Expiration Date	Date when the user will no longer be active. Mandatory: No
Force user to change password on first login	If this setting is enabled, users are forced to change their password on their first login. Default: Enabled
Send credentials via email	If this setting is enabled, configured `User Name` and `Password` will be sent to the user via email. Default: Disabled
Role Group Assignment	See Assign Role Group.

Assign Role Group

To assign a role group to your user, follow these steps:

Navigate to the Role Group Assignment tab.
Click the Assign Role Group button.
Search for an available Role Group. To configure a role group, see Role Group.
Set the Effective Date.
Set the Expiration Date.
To save, click the check mark. To cancel the role group assignment, click X.

To assign another role group, follow the steps above.

To edit a role group, click and make the necessary changes.

To delete a role group, click .

Views

Card View

The card view presents all users in the form of cards, with the user’s first and last names and the status on the card header. The card displays the Organization name and Role Group(s). The card footer displays an icon indicating the user type, a duplicate icon, and a delete icon.

Clicking anywhere on the card, except the duplicate and trash icons, will redirect you to view the User Details.

List View

The list view displays all users in a table format.

Column Name	Description
Name	Code of the role group.
User Type	Type of the user.
Role Group(s)	Role groups where the user belongs to.
Effective Date	Date when the user becomes active.
Expiration Date	Date when the user becomes no longer active.
Status	Status of the user.
Actions	Displays the following icons: — Clone icon that allows you to clone the selected user. When clicked, a popup window is displayed asking you to provide a new User Name, First Name, Company Code, and Password. All other configurations of the selected user are copied. — Edit icon that allows you to edit the user details. — Delete icon that allows you to delete the selected user.

Filter

To filter the list, you can enter a partial or complete name. For example,

You can also specify a parameter and enter the filter value for it. The following filters are available on both card and list views:

Display Name
Role Group
Status
Username
User Type

For example, you can select the Role Group and select a value from the dropdown list.

Sort

The following columns on the list view can be sorted:

Name
User Type
Effective Date
Expiration Date
Status

User Details

The User Details tab shows all the information you added when creating a role group. For more information about the fields, see Create a role group. Additionally, this tab allows you to add the following user information:

Secondary Mail — alternate email address for backup purposes.
Primary Phone — primary contact number of the user.
Secondary Phone — alternate contact number of the user.

This tab allows you to update all the fields except for the User Type and Organization. Additionally, you can choose to expire, copy, or delete the selected role group from this tab.

The role groups to which the user belongs are displayed in the User Role Groups List table. You can also add a new role by clicking Assign Role Group.

You can edit the effective and expiration dates of a role group. You can also delete a role group from the list by clicking .

To view the role group details, click on the Role Group hyperlink.

Attributes

The attributes tab displays the properties associated with the user, including their value, effective date, and expiration date. It also allows users to add, edit, or delete an attribute.

Last modified December 8, 2025: migrated fw-docs (f94aad2)