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Summary
Navigate to the User Management: Users Grid by opening the 'Admin' tab, clicking on the node labeled 'User Management', then clicking the node labeled 'Users' (see Figure above). The Grid features a comprehensive list of all the User profiles that exist within the User's organization.
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Admins can add new User profiles by clicking on the button, edit existing User profiles by clicking the
button or delete existing profiles by selecting them in the Grid and clicking the 
button.
Users can also edit and delete User profiles by double-clicking them in the Grid to open the Record. This action opens the User data entry form where the Admin can define the record's inputs by following the protocol established earlier in this section. Once all Required fields have been satisfied, click the button at the bottom of the form. The edits appear wherever the User appears throughout the application.
Admins can also quickly adjust the status of User profiles by selecting the profiles individually and clicking on the button. This is helpful to quickly render multiple User's Inactive, or to quickly make a profile Active if it has become Inactive due to something like multiple failed loggin attempts. For more information on the Status of a profile, see the User Status section of the Edit User portion of this article.
Admins can also select a User profile and click on the button, to utilize PCR-360 based on that User's privileges. This is very useful for troubleshooting User problems to see their issues directly.
While Emulating a User's profile, the footer of the application will be replaced with the below toolbar so that it is easy to identify when, and who you are actively Emulating.
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To end an active Emulation of a User's profile, click on the button.
button. When an Emulation is ended, PCR-360 will remember all current filters and the Grid the active User was using. This makes for a smooth transition when Emulating one User multiple times.
Add User
Add
Navigate to the User Management Roles Grid by opening the 'Admin' tab, clicking on the node labeled 'User Management', and then clicking on the node labeled 'Roles'. Admin > User Management > Roles
To add a new role, click the 'Add' button located immediately above the Grid.
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In the Role data entry form, the User is prompted to define the 'Role' (by name) and the 'Description' used to identify the new Role. Additionally, each Role can be flagged as 'CustomerCenter Only' or 'Administrator'. These flags control certain built-in authority/restriction levels in the application (Note: See below for a listing of specific Administrator privileges). A User is considered to be an Administrator if ANY of their assigned Roles is flagged as Admin. Conversely, a User is relegated to have CustomerCenter Only access if ALL of their assigned Roles are flagged as such.
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Multiple failed attempts to login trigger a security feature in PCR-360. When a User fails to log in by entering the wrong password multiple times, the User account is set to 
. Even if a valid attempt is made, the login is denied. This allows the Admin to verify the User attempting to login is a valid User and not a malicious attacker attempting to log in. If the User is a valid User, the Admin can set the User record to 
to allow the User can log in. The number of attempts a User can make before their account is set to Inactive is controlled by the Configuration Option AUTH_THRESHOLD_BADPASSWORD .
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To associate the PCR-360 User with an existing User:
Click the
button.Double-click the desired Contact record or select the desired Contact and click the OK button.
To create a new Contact, enter the First name, Last Name, and Email Address fields (and optionally the Phone Number field).
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When an Admin User clicks on the button, a message is sent to the selected User's email, prompting a Password Reset.
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When an Admin User clicks on the button, a message will be displayed to the selected User on their next login, prompting a Password Reset.
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Reset vs Expire Password
Reset Password
A Password Reset link will be emailed to the User
Note: This requires Email to be configured on the Server, without the Server being configured, the Email will not be sentDoesn't prevent login in with the old Password
Expire Password
Creates a Password Reset Link that can be copied and sent to a User separately
Requires a User to reset their Password on a successful login with the old Password
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Once a New Password is saved by the User, the application will display a prompt indicating it has registered the update. on completing the User's login.
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