Users (Service Group Administration)
The Users utility allows service group administrators to add and delete users from the service group, as well as to view user information. Launch the Users utility by clicking Users on the administration home page.
For each user in the service group, the Users table displays their full name, e-mail, and user name, if available.
Enter text in the Find Users field to filter for users already present in the service group.
From the Users utility, you can take the following actions:
• View and edit users present in the service group.
• Add users to the service group.
• Delete users from the service group.
When viewing an individual user, return to the main Users utility by clicking Users in the breadcrumb navigation.
Viewing and Editing User Information
Click the user name to view additional user information, displayed as tabs on the user information page. When you have finished editing the user information, click Save.
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Tab
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Description
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Attributes
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User information, including any additional enterprise attributes that have been configured by the PTC Arbortext Content Delivery administrator to display for each user. The date when the attributes were last updated also displays
Click Refresh to update the values of the enterprise attributes for the individual user to match those in the enterprise information management system configured with PTC Arbortext Content Delivery. Enterprise attributes are refreshed automatically at regular intervals. If no value is available for an attribute, that attribute is not displayed.
For more information on enterprise attributes and how they can impact user membership in profiles and service groups, see Understanding Enterprise Attributes.
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Products
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The complete set of products to which the user has access, based on their profile memberships. Select the affiliation for which you want to view the user’s product access from the drop-down list. For the PTC Arbortext Content Delivery level, select the dash (-). For the service group, select the service group name. Only the net result of the profiles for the selected affiliation display.
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Information Elements
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All information elements to which the user has access. Select the affiliation for which you want to view the user’s information element access from the drop-down list. For the PTC Arbortext Content Delivery level, select the dash (-). For the service group, select the service group name. Only the net result of the profiles for the selected affiliation display.
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Privileges
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The privileges which the user has been granted for the selected affiliation. Select the affiliation for which you want to view the user’s privileges from the drop-down list. For the PTC Arbortext Content Delivery level, select the dash (-). For the service group, select the service group name.
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Profiles
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The profiles of which the user is a member. Note that a user must be associated with at least one profile to access PTC Arbortext Content Delivery. If a user not associated with a profile tries to access the system, they receive a not authorized message.
To add the user to a profile, select the check box next to the profile. Clear the check box to remove the user from the profile. Only profiles created at the service group level are available for selection.
Filter the list of profiles displayed by choosing Selected Only, Unselected Only, or All.
When a user is initially added to PTC Arbortext Content Delivery, they are automatically added to any appropriate profiles based on their enterprise attributes. Users can be explicitly added to profiles created at the PTC Arbortext Content Delivery level only by a PTC Arbortext Content Delivery administrator. Users can be added to profiles created at the service group level only by a service group administrator.
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Adding Users to the Service Group
When adding users, ensure that the username is minimum two or more characters long for both the internal and external users. Users can be added to the service group in the following ways:
• Searching for an external user—
Users that are not yet present in PTC Arbortext Content Delivery, but are eligible to be added to PTC Arbortext Content Delivery, can be added by entering the initial letters of their user ID in the Find Users field, and selecting the user from the suggested matches. Eligible users are those users present in the enterprise identity management system (commonly LDAP) configured with PTC Arbortext Content Delivery.
• Creating an internal user—
Internal users are those used for internal PTC Arbortext Content Delivery systems purposes, such as the site administrator user created when PTC Arbortext Content Delivery was installed. Internal users are saved within PTC Arbortext Content Delivery, and are not added to the external enterprise identity management system that is configured with PTC Arbortext Content Delivery.
Click Create an Internal User to add an internal user to PTC Arbortext Content Delivery. Enter the user name, full name, e-mail address, and password for the internal user, and click Save to create the internal user.
Create internal users only as needed for internal PTC Arbortext Content Delivery systems purposes, when a suitable user is not available from the external enterprise identity management system. Add regular users from the external enterprise identity management system by searching for external users. Once created, an internal user automatically becomes the member user of the creating service group. Internal user created in one service group can be searched for by any administrator, and can be added to other service groups.
Deleting a User
Click the delete icon 
next to a user to remove the user from the service group. This deletes the user affiliation from the service group, but does not remove the user from PTC Arbortext Content Delivery.
next to a user to remove the user from the service group. This deletes the user affiliation from the service group, but does not remove the user from PTC Arbortext Content Delivery.