AX2584

Managing users

Using the Security Management dialog, you can create new users, edit existing users, and delete users. To access this dialog:

  • On the Axiom tab, in the Administration group, click Manage > Security > Security Manager.

    NOTE: In systems with installed products, this feature may be located on the Admin tab. In the System Management group, click Security > Security Manager.

To work with users, make sure that Users is selected in the top left-hand corner of the dialog. To save changes, click Apply (or OK if you are finished editing security settings).

NOTE: Subsystem administrators can only work with users that belong to their assigned subsystem. The user list is filtered to only show these users.

Creating users

You can create a new blank user, or you can clone the settings of an existing user. If you clone a user, all of that user's settings are copied to the new user, except for unique personal information (name, email, login, password).

To create a user, click one of the following buttons located underneath the user list:

  • To create a new blank user, click Create user .
  • To clone an existing user, select that user in the list and then click Clone user .

The new user is added to the list. You can define the security settings for the new user as desired, including assigning the user to one or more roles.

If you are a subsystem administrator, then all users that you create must belong to a subsystem. If you are an administrator for only one subsystem, then any new users are automatically added to that subsystem. If you are an administrator for multiple subsystems, then the user is automatically assigned to one of the subsystems—you can later change the assignment as needed.

Editing user properties

To edit user properties, select a user from the Users list, then make any changes to that user. Changes to user settings are applied to that user when the changes are saved.

Deleting users

IMPORTANT: If a user has made any changes to the system or data, deleting the user will have implications on auditing. In order to comply with SOX, HIPAA, and other protocols for standard security practices, it is strongly recommended to disable existing user records instead of deleting them. Generally speaking, a user record should only be deleted if it is newly created and has not been used.

To delete a user, select a user from the Users list, then click Delete user . You are prompted to confirm that you want to delete the user.

If you delete a user, that user is removed from Axiom Financial Institutions Suite security entirely. Alternatively, you can disable a user if you want to keep the user record, but prevent the user from accessing Axiom Financial Institutions Suite. On the General tab, clear the Enabled check box.

When a user is deleted, the user's associated user folders in \Axiom\Axiom System\User Folders are also deleted (such as My Favorites and My Documents) .

NOTE: Only Axiom Support users can delete other Axiom Support users.

See also