Creating a User

FlexNet Operations users appear in the Users page of FlexNet Operations.

Note:To perform tasks using FlexNet Operations, a user is required to have one or more permissions that are defined by the application. Permissions are not assigned to users directly. Instead permissions are grouped into roles and FlexNet Operations users are assigned one or more roles. Users assigned a role with View and Manage Users permission can view, add, and edit all types of users. Users assigned roles with the View and Manage Customer Users permission or View and Manage Partner Users permission can view all users but can add and edit only customer users or partner users, respectively.

To add a FlexNet Operations user

Click Accounts & Users > Create User. This link opens the Create a User page.

In User Details

End-User Portal Access?: A user who can log in is able to access FlexNet Operations. If not, the user account is maintained for contact purposes only. Such users are sometimes referred to as contacts.

User Name: FlexNet Operations users use their email address to log in.

Time Zone: If the user can log in, select the user’s time zone from the drop-down list.

Status: Leave the user status set to Active. (The records of an Inactive user remain on file, but the user no longer has access to FlexNet Operations.)

Note:Multiple entries of an incorrect password automatically set the user’s status to Inactive. The user can be reactivated by an administrator after the user’s legitimacy is confirmed.

Shared Login: Select Shared Login if this user account is to be shared by multiple people. A shared login can be useful for setting up proxy or group user accounts, such as a user who submits web service requests.

In Contact Details

Enter the First Name and Last Name of the user (required).

Enter the Email Address of the user (required). If this is a shared login, specify the email address of a FlexNet Operations administrator in this field. The email address serves as the user name.

Opt-in to receive email: Select whether the user receives marketing email messages.

Expiring Entitlements Email: Select whether the user receives renewal reminders about expiring and expired entitlements (only for customer users).

Enter the user’s contact information: Phone Number, Fax Number, Street, City, State/Province, ZIP/Postal Code, and Country.

Select the Locale of the user. This setting is applied when using the option View As End User (see View End-User Portal as End-User). This setting will be overwritten by the default locale or the locale explicitly selected by the user when logging in to the End-User Portal. In addition, the Locale setting specifies the language of some of the emails sent by FlexNet Operations (such as the Reset Password email).

Link the user to one or more accounts. Each user must be linked to one or more accounts. If the user must log in to the Producer Portal (an internal user), link the user account with a producer account. If the user must log in to the End-User Portal, either as a customer or a partner, link the user account to a customer or partner account. A user can belong to multiple accounts but all of those accounts must be of the same type. After a user is saved as a member of a customer account, the account can be changed only to another customer account.

To link users to an account, click Link Existing Accounts to link existing accounts to the user. Select the accounts you want to link and click OK.

Note:When linking a user to an account, an optional expiration date can be set if the Enable User Expiration is enabled in the system configuration. See Configuring System Settings for more information.

Optionally, for customer users, link the user to one or more product lines now, or product lines can be linked later. See Linking Product Lines to User Accounts.

Note:Linking of product lines is available only when product lines functionality is enabled in the system configuration page (System > Configure > FlexNet Operations). See Managing Product Lines for details.

Click Save.

When a new user account is saved, an email containing a system-generated password and login instructions is sent to the user’s email address. To log in the first time, the user logs in using the system-generated password and is immediately prompted to change the password.