Edit Users

Users represent the individuals who have access to Eclipse PPM. Each user can log into the application and interact with it. Their ability to interact with Eclipse PPM is based off of the permissions that they obtain through the Security Policies and User Groups they belong to.

Administrators can edit a user's details at any time.

Note: Be sure not to confuse user settings with Resource settings if the user is also a Resource. If you would like to edit or view the user's Resource settings, select the View Resource button on the user's profile.

See Manage Resources for more information on editing Resources instead of users.

 

To edit a user:

Before You Start: Eclipse PPM users require the "User Administration" permission from an Application Policy to edit users.

  1. Select the Administration icon from the Navigation Menu:

  2. Select Users from the "Security" menu:

  3. Select the name of the user you would like to edit.

    Tip: Use the column headers on the Users page to sort and filter users.

  4. Edit the user. Select which component(s) you would like to edit to learn more:

    Select the Edit Identification button in the top right-hand corner of the "Identification" box.

    Edit any of the Identification fields:

    Note: The Identification fields are linked to the user's Resource profile as well. Editing Identification details will also update them for the Resource if the two profiles are linked.

    • First Name (required): The user's first name.

    • Last Name (required): The user's last name.

    • Initials (required): The user's initials.

    • Email: An email address that the user can be reached at.

      Note: This does not necessarily need to be the user's login email.

    • Handle (required): Enter a unique handle that can be used to identify the user. Although multiple users might have the same name, no users can share the same handle.

      Example: Chris wants to mention Josh Norris on a Comment, but there are two users with that name in his organization. He can look at the handle below the name to identify the correct one:

    • Employee ID: The Resource's employee ID within the organization.

      Note: This field is only for identification purposes. Employee IDs are not used in Eclipse PPM.

    • Chat ID: An ID that can be used to reach the Resource on an instant chat program.

      Note: This field is only for identification purposes. Chat IDs are not used in Eclipse PPM.

    • Phone: A work phone number that the Resource can be reached at.

    • Ext: The phone extension that the Resource can be reached at.

    • Fax: A fax number that the Resource can be reached at.

    Once you are finished editing, select one of the Save buttons.

    Select the Edit User Settings button in the top right-hand corner of the "User Settings" box.

    Edit any of the User Settings fields.

    • Login (required): The username the user must use to log into Eclipse PPM.

      Note: Although emails are often used as logins, this field does not have to match the "Email" field from the user's Identification settings.

    • Account Status: Determine the user's current account status. Users with an "Inactive" Account Status will not be able to log into Eclipse PPM.

      Tip: Administrators can update the Account Status of multiple users simultaneously using Bulk Actions.

    • Account Type: Define the user's account as either "Standard", "Light", or "View Only".

      Note: This selection will not affect any of the user's permissions in Eclipse PPM. It is simply to be used for organizing users.

      Tip: Organizations that use Eclipse PPM have the freedom to define how Account Types are applied to their users. However, here are some suggested guidelines:

      • Standard: The user will take many actions in Eclipse PPM, such as creating Projects, building Work Plans, and/or Resource Management. Administrators should also fall under this category.
      • Light: The user only uses Eclipse PPM to make updates and track time. "Light" users should really only be entering time on Timesheets, updating Statuses and progresses, and leaving Comments. Users that take more actions than this should be categorized under "Standard".
      • View Only: The user only uses Eclipse PPM to view data or pull reports. "View Only" users should never be making any changes within the application.

    Once you are finished editing, select one of the Save buttons.

After selecting Save, your updates to the user will be saved. The user can be edited again at any time.