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Manage Users
Audience
Audience: Administrators
Overview
The Manage Users panel allows an administrator to add new users, modify users' assigned Role and Access Group, and delete users from the app.
Accessing Manage User Settings
Click on More > Account Settings , and then select the Manage Users option from the Settings dropdown menu.
Creating a New User
Users can be added to the OrgChart application in several ways:
Assigned via SSO
Manually created
To manually create a user, follow these instructions:
Click on the New User button in the Chart Management panel.
Enter the following information:
User ID - ID of the user. Generally, the user's PersonID or email address.
Name - Name of the user.
Email Address - Valid email address of the user (required to reset or change password).
Role - Read Only, Read/Write, or Administrator (See Role Types below).
Access Group - Access Group to be assigned to user. Access Groups control access to application functionality and data.
Editing a User
Mouse over a user to access the following options:
 | Modify User details (i.e. Email Address, Name, etc.) , Role, or Access Group. |
 | Delete a user. NoteAdministrators cannot delete their own account. You must create a new administrator or have another administrator delete the account. |
Role Types
The following roles are available:
Read Only - User can view, search, and export org charts but cannot modify org chart or change presentation options.
Read/Write - All Read Only capabilities plus user can create charts, modify presentation options, participate in workforce planning (e.g. Collaborative Planning) exercises, and manually refresh Master Charts.
Administrator - All Read/Write capabilities plus access to all administrator functions (e.g. Manage Users, Chart Settings, and Account Settings).
Note
Read/Write users can only refresh Master Charts if the UI Profile assigned to their Access Group enables the Allow R/W User to Refresh Master Charts function.
Administrators can manually refresh Master Charts by default.
Additional Options
 | Filter users based on role type (Read Only, Read/Write, Administrator) and Access Group. |
 | Download an Excel report containing a list of all user details. |
Find search box | Search for an existing user. |
New User button | Create a new user. |