Modifying a User Account

As an LINQ ERP ESD administrator with permission to modify user accounts, you can perform the following tasks:

• Change an employee's usernameType a user name that is at last six characters in length. You can use letters, numbers, and special characters (!, $, &, etc.). and/or e-mail address

• Optionally assign the user's LDAP Search Root field, if using LDAP with Novel eDirectory

• Assign a user role to the user account

• Activate or inactive a user account

• Lock or unlock a user account

• Set the display default for a user in the Employee Directory

• Send a reset passwordType the password you will use to enter the alio Employee Service Portal. Your password must be at least eight characters in length and must include at least one number (1, 2, 3, etc.) and one special character (!, $, &, etc.). linkClick a link to display the corresponding page. Links display with blue text. to a user by e-mail

• Delete an employee's user account

 

Displaying the User Account Details

Click an employee's name in the User Listing grid to display and, optionally, modify that employee's user account. The User Account Details page appears. This page has two sections:

• Personal Information — this section displays the user's account details entered in LINQ ERP and cannot be changed. Click here to display a table that defines each field in the Personal Information section.

• Account Information — this section displays the user's LINQ EP account details and can be changed by an administrator user with the appropriate permissions. These permissions are defined in the user role to which the administrator user belongs.

Modifying a User Account

Follow these steps to change the user account details.

1. Click the Active Users link on the Admin Home page.
2. Enter the filter criteria to search for the user account to be updated.
   

   Tip: If necessary, click the Filter icon to display the search criteria fields.

3. Click the Name of the employee to display the User Account Details page.
4. If applicable, modify User Name and/or E-mail address for this user account.
5. Optionally, if your organization uses LDAP with Novell eDirectory, type the LDAP Search Root used to point to the preferred Organization Unit (OU) assigned to the user when a user has several account in the directory tree in different Organization Units (OUs). Use this value to determine where the directory search begins.
   • If this field is entered, the directory search for the user account will start with this value.
   • If this field is left blank but the LDAP Proxy Search Root is entered on the Account Preferences form for this user, the directory search will start with the LDAP Proxy Search Root value.
   • If both values are blank, the directory search for the user account starts at the root of the directory tree.
   • This field will not display if using LDAP with MS Active Directory or not using LDAP to access LINQ EP.
6. Click the button to update the user account.

Assigning a User Role to the User Account

Follow these steps to assign a user role to a user account, if your user account belongs to a role that is granted permission to assign or modify user account roles.

Note: You can also assign multiple user accounts to a user role on the Modify User Role page. Refer to the Assigning Users to a Role topic for more information.

1. Click the Active Users link on the Admin Home page.

2. Enter the filter criteria to search for the user account to be updated.

   Tip: If necessary, click the Filter icon to display the search criteria fields.

3. Click the Name of the employee to display the User Account Details page.

4. Click the User Role Drop-down List button to select the user role to be assigned to this user account.

5. Click the button to update the user account.

Locking/Unlocking a User Account

Follow these steps to unlock a user account. A user account will automatically lock after the user exceeds the number of failed login attempts defined on the Account Preferences page.

1. Click the Locked Users link on the Admin Home page.
2. Enter the filter criteria to search for the user account to be unlocked.

   Tip: If necessary, click the Filter icon to display the search criteria fields.

3. Click the Name of the employee to display the User Account Details page.
4. Under Account Information, click to clear the Locked check box.
5. Click the button to unlock the user account.

Follow these steps to lock a user account. A user is prevented from accessing LINQ EP when the user's user account is locked.

1. Click the Users link on the Admin Home page.
2. Enter the filter criteria to search for the user account to be locked.
3. Click the Name of the employee to display the User Account Details page.

   Tip: If necessary, click the Filter icon to display the search criteria fields.

4. Under Account Information, click to select the Locked check box.
5. Click the button to lock the user account.

Preventing a User from Displaying in the Employee Directory

Users automatically display in the Employee Directory. Optionally, use the Hide On Directory check box to prevent an employee's record from displaying in the Employee Directory.

1. Click the Users link on the Admin Home page.
2. Enter the filter criteria to search for the user account to be hidden in the Employee Directory.

   Tip: If necessary, click the Filter icon to display the search criteria fields.

3. Click the Name of the employee to display the User Account Details page.
4. Under Account Information, click to select the Hide On Directory check box to prevent this user's employee record from displaying in the Employee Directory.
5. Click the button.

Sending a Reset Password Link

Follow these steps to send an e-mail containing a Reset Password link to a user. Use the E-mail Setup link on the Admin Home page to customize the Reset Password e-mail message sent to the user.

Note: This option is not available if your organization is using LDAP authentication; however, it is available if your organization is using LDAP authentication and allows employees assigned a specific employment status in LINQ ERP to access LINQ EP using their LINQ EP user name and password, e.g., a terminated or inactive employee.

1. Click the Users link on the Admin Home page.
2. Enter the filter criteria to search for the user that will receive the Reset Password e-mail message

   Tip: If necessary, click the Filter icon to display the search criteria fields.

3. Click the Name of the employee to display the User Account Details page.
4. Click the Email Reset Password Link. The user will receive an e-mail message with a link that allows the user to reset the password after correctly answering one of the their personal questions.

Inactivating/Activating a User Account

Follow these steps to inactivate a user account. An inactive user account is prevented from accessing LINQ EP. You can list inactive users in the User Listing gridA grid is a table that may display in the Center Pane. The grid will list records that apply to the selected link..

1. Click the Active Users link on the Admin Home page.
2. Enter the filter criteria to search for the active user account to be inactivated.

   Tip: If necessary, click the Filter icon to display the search criteria fields.

3. Click the Name of the employee to display the User Account Details page.
4. Under Account Information, click to select the Inactive check box.
5. Click the button to inactivate the user account.

Follow these steps to activate a user account. A user account must have an active status to access the LINQ Employee Portal Employee Interface.

1. Click the Inactive Users link on the Admin Home page.
2. Enter the filter criteria to search for the inactive user account to be activated.

   Tip: If necessary, click the Filter icon to display the search criteria fields.

3. Click the Name of the employee to display the User Account Details page.
4. Under Account Information, click to clear the Inactive check box.
5. Click the button to activate the user account.

Deleting a User Account

Follow these steps to remove a user account from the Employee Services Portal database.

1. Click the Users link on the Admin Home page.
2. Enter the filter criteria to search for the user account to be deleted.

   Tip: If necessary, click the Filter icon to display the search criteria fields.

3. Click the Name of the employee to display the User Account Details page.
4. Click the Delete User Account link at the top of the page. A confirmation message appears: "Are you sure you want to delete this user account permanently? If you are not sure, inactivate the account to keep the user from logging into LINQ Employee Portal."
5. Click the button to permanently delete the user account.
6. Click the button to close the message deleting the user account.

 

 

 

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