Internal‎ > ‎

Set up: Enable or disable a user account

This page has steps to enable or disable a user account including steps in AD, CRM, SharePoint, EM, Forms and Bulk Email.

Active Directory Setup

 Launch the PowerObjects Portal and login with administrative credentials. Click on Admissions Lab.

New Organizational Unit

When a new CRM client is added, Doug will set up the organization in CRM, and sometimes the OU in Active Directory. If he has not already done so when the first user is to be created:

  1. Hit the "Add Organization" button.
  2. Enter the orgname and click OK.

Existing Organizational Unit

  1. If the orgname already exists, open it by clicking the name.

Add a user

  1. With the organization open, hit the "Add User" button.
  2. Enter the user's email address for "User Principal Name."
  3. Enter a dummy password such as "422Group". The user will later set this on their own when they first access Enrollment Manager
  4. Check the "Optional Fields" box and enter additional optional information about the user
  5. If the user is a generic user (such as student1@org.edu), enter "nopwdexp=true" in the description field. This ensures the password will not expire since the user cannot reset their own password.
  6. Click Submit

Change a password

Select the desired user in the portal and select "Change Password."

Modify a user

Select the desired username and select "Edit User." If the first name or last name is misspelled, correct them on the general tab and click OK. 

If the Email Address/Login Name is incorrect, you must delete the user and create a new user. After this has been completed you must re-map the account in Enrollment Manager.

Disable a user

To disable a user, delete the user from the portal. This will prevent the user from accessing Enrollment Manager. If the user needs to be enabled again, recreate the user in the portal. Then re-map the user in Enrollment Manager.

Enrollment Manager Setup

 Launch the organization's Enrollment Manager URL and log in as C422Admin.

Add a user

  1. Go to the Settings menu, then Administrative, then Users.
  2. Select New User from the menu.
  3. Enter the user name as follows: PowerObject\Full Name. For example, John.Smith@org.edu would be entered as PowerObjects\John Smith.
  4. Hit the Tab key and the First and Last Name should automatically fill in, showing that Enrollment Manager has matched the user in Active Directory. If not, the user name is either incorrect or the user did not have those fields entered when initially created.
  5. Enter any additional user information into the form such as email address.
  6. Save, but do not close the form.
  7. Change the user name to match their email address. For example, change PowerObjects\John Smith to John.Smith@org.edu.
  8. Change the Business Unit to Admissions (not System nor the name of the school).
  9. Change the Email access type - Outgoing to be Email Router.
  10. Change the Client License Access Mode to be Full for regular users or Read-Only for read-only users. Do not use Administrative for clients.
  11. Save the record, but don't close it yet.
  12. Click on the Roles menu choice under Details, then choose Manage Roles.
  13. Click either HE Enrollment Manager or HE Enrollment Staff as appropriate (read-only users should be in the HE Entrollment Staff role). HE Restricted User is only for Case Western.
  14. If this user should have Bulk Email Access, click that box.
  15. Click OK, then Save and Close.
  16. If this user has Bulk Email access and has already had their account set up in Campaigns, click on the user's name in the list, then click Enable Bulk Email Access. Map the user to the correct name in the list of Campaigns names, then click Save.
  17. If this user has Bulk Email access but does not have their account set up in Campaigns, come back to do step 13 after the Campaigns setup is complete.

Change a user

  1. Go to the Settings menu, then Users.
  2. Select the desired user.
  3. Change data here as necessary.
  4. Click Save and Close.

Deactivate a user

  1. Go to the Settings menu, then Users.
  2. Select the desired user.
  3. On the More Actions menu, click Disable.

Activate a user

  1. Go to the Settings menu, then Users.

  2. Select Disabled Users in the View picklist.

  3. Select the desired user.

  4. On the More Actions menu, click Disable.

Be sure that there are not more active users than there are licenses for (excluding read-only users).

Sharepoint Setup

Connect to Sharepoint, and go to the list called Enrollment Manager Users.

Add a user

  1. If not already done, ask Amy to create the new organization
  2. Click on New Item under Enrollment Manager Users.
  3. Find and select the orgname from the picklist for Client.
  4. Enter the user lastname and firstname.
  5. Enter department if the default of Undergraduate Admission is not appropriate.
  6. Enter title if known, and if the default of Director is not appropriate.
  7. Enter Email address.
  8. Enter phone number.
  9. Enter username that was created in Active Directory.
  10. Enter the password that was created in Active Directory.
  11. Leave Notifications Email blank.
  12. Leave Reply Email blank.
  13. Check the Active checkbox.
  14. Select the correct Enrollment Manager role from the picklist.
  15. If the user should have Bulk Email access, check the box.
  16. If the user should have Event Manager access, check the box.
  17. If the user has EM access, select the role from the picklist.
  18. If the user should have Bulk Email access, check the box.
  19. If the user should have Web Forms access, check the box.
  20. Click the calendar to indicate the date that this user was made active.
  21. Click OK.

Change a user

  1. On the the list called Enrollment Manager Users, click on the + by the organization name to expand it, then expand the correct role to find the user.
  2. Change data here as necessary. Note: if a user has read-only access in Enrollment Manager, they cannot have write permissions in any other application. If they need all access removed, including from Enrollment Manager, they should be deactivated.
  3. Add an entry in Reason/Notes  about who requested the change be made.
  4. Click OK.

Deactivate a user

  1. On the the list called Enrollment Manager Users, click on the + by the organization name to expand it, then expand the correct role to find the user.
  2. Uncheck the active box.
  3. Clear other application checkboxes, and change the Enrollment Manager role to Inactive.
  4. Check the calendar to indicate the date the account is made inactive.
  5. Add an entry in Reason/Notes  about who requested the change be made.
  6. Click OK.

Event Manager Setup

 Please go to http://help.422x.com/Internal/Set_up%3a_Event_Registration_Manager, and refer to the document called Internal_FeatureAdoption_EventRegMgr.docx


Comments