Manage Users

Initially, Radial users are set up during launch; however, you may need to add or delete users as your workforce changes; or you may need to update users if their personal information or work responsibilities change, you need to reset a user's password, or you need to activate or deactivate a user.

Only certain roles have permission to manage users.

To manage users:

  1. On the landing page, click or tap the User Management tile. The Manage Users screen appears.
  2. From this screen, you can add a new user, or delete or modify existing users.
  3. To narrow the list of users, use the Search feature. Click or tap the icon. The Search panel appears,

  4. You can search on the following:
    • User ID
    • First Name
    • Last Name
    • Email
    • Role - Click or tap the Lookup button to see a pop-up screen where you can select the roles to use in your search.
    • Node - Select the node from the dropdown list.

    Enter or select your search criteria, then click or tap the Search button.

Delete a User

If you have the appropriate authorizations, you can delete a user. You cannot, however, delete yourself.

To delete a user:

  1. Click or tap the icon in the Actions column of the user that you want to delete. The systems prompts you to confirm the deletion.
  2. Click or tap the Continue button to delete the user; otherwise, click Cancel.

    If you delete a user, you cannot recover it. You must recreate it.

Modify a User

If you have the appropriate authorizations, you can modify a user. You cannot modify users who have authorizations that you don't have.

To modify a user:

  1. Click or tap the icon in the Actions column of the user that you want to modify. The Edit User screen appears.

    From this screen, you can modify:
    • Applications, including Contexts and Roles
    • Credentials, including User IDs and Passwords
    • User Information, such as Status, First and Last Name, Display Name, and Email.
  2. Update the fields that you need to modify.
  3. Click or tap the Save button.

Add a User

If you have the appropriate authorizations, you can add users.

To add a new user:

  1. Click or tap the Add User button in the Action Bar. The Add User screen appears.

  2. On this screen, you add the user's details:
    • Applications: ROM, PTF or both
    • Authorization
      • Active toggle (activates the new user)
      • Contexts (determines the stores that the new users can access)
      • Roles (determines the actions that the new user can perform)

      To select more than one Context or Role, hold down the Shift key to select contiguous contexts or roles, or hold down the Ctrl or Cmd key to select non-contiguous contexts or roles.

    • Credentials
      • User ID and Organizations; for example, TestUser@TMSNA
      • Password. You must confirm the password. Passwords must meet the following requirements:

        • Must contain six or more characters

        • Must contain a digit from 0-9

        • Must contain a lower case character: a-z

        • Must contain an upper case character: A-Z

        • Must contain a symbol: !@#$%&*

      • Note: If you want to require users to reset their passwords when they first log in or when you change their passwords, activate the Reset Password toggle.

    • User Information
      • First and Last Name
      • Display Name (the name that shows up on the Home screen)
      • Email
  3. When you finish adding the details of the new user, click or tap the Save button.

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