Basic Administration > Managing User Participation > Participant Administration > Working with Participants > Managing Users > Editing a User
  
Editing a User
To edit a user, use the following procedure:
1. Select Edit User from the right-click actions menu of the user to be modified in a Teams table or the Participant Administration utility. The Edit User window opens with all fields populated with the current user values.
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If you are editing a user from the Participant Administration utility, you may need to add the user to the Participant Administration table.
2. The following table lists the fields that can be edited in the Set Attributes step. The Domain of User and Domain of Personal Cabinet fields are the only fields that can be edited for users that are owned by a read-only directory server.
The Distinguished Name field also appears, in addition to all the fields included in the New User page. The user’s Distinguished Name is made up of directory attributes that include the user name and the directory location. It is unique for each user. The Distinguished Name field cannot be edited.
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If you edit the existing value in the User Name field, you are renaming the user. To change the name in the user's directory entry, you must have write permission to the directory server containing the user entry. See Renaming a User.
Field
Description
User Name
Identify the user for purposes of group membership, access control rules, event notification rules, and logging on. The name entered here does not need to be unique; however, the user's distinguished name (which is made up of directory attributes that include the user name and directory location) must be unique.
User login names cannot contain the following characters: #, /, >, \, and <.
User login names cannot contain extended ASCII characters such as ä, ê, ì, õ, ǚ, æ, and so on.
This is a required field.
Full Name
Specify the full name of the user. There is no requirement for how to specify the full name. For example, the name could be entered as “John Doe” or “Doe, John”.
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While the order in which you specify the full name of a user does not matter, you should be consistent within your site.
Last Name
Specify the last name of the user.
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The user last name does not appear by default in tables or other locations in Windchill. An optional last name column is available in some locations, such as the Teams table.
Synchronize Name with LDAP
Select the checkbox to allow the full name, last name, or email address of the user to be automatically synchronized between LDAP and the database. This prevents problems that can occur when user attributes are changed in LDAP.
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Synchronization is checked when a user logs on to Windchill. Updates to user data are made on a periodic basis rather than as soon as the update in LDAP occurs. By default, user data is updated weekly.
Email
Specify the user's email address.
Although entering a value in the Email field is not required, the following features require that participants have an email address:
• Giving the site administrator privileges through the Site > Administrators window
• Giving the organization administrator privileges through the Organization > Administrators window
• Enabling the user to create products, libraries, or projects through the Organization > Creator window
• Adding the user as a member of a project through the Team window in the Project context
If users do not have the email attribute set in their directory service entry, the users do not appear when a search is made in the features that require an email address.
Postal Address
Specify the user's mailing address.
Telephone Number
Specify the user's primary telephone number.
Alternate Phone Number
Specify the user's secondary telephone number.
Fax Number
Specify the user's fax number.
Personal Web Site
Specify the URL of a personal website.
Organization
Select the organization name to use as the organization attribute value in the user directory entry.
To select from a list of existing organizations, click Find. The Find Organizations window opens for searching for and selecting an organization.
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Changing the organization of a user will also update the domain and personal cabinet of the user.
Preferred Language
Select the user's preferred template language from the drop-down list.
This is a required field.
Directory Server
Select the directory service in which you want the user entry to reside. The drop-down list displays all of the services that have been established.
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Read-only directory servers are not displayed in the list.
User directory services are established by setting up JNDI adapter entries through the Info*Engine Property Administrator and adding the adapter entries to the wt.federation.org.directoryServices property. For additional information, see Working with LDAP Directory Services.
Domain of User
Select the domain with which the user is associated. A domain is an administrative area that defines a set of administrative policies, such as access control, indexing, and notification. Objects associated with a domain are subject to its policies.
To select from a list of existing domains, click Find. The Find Domain window opens and you can search for and select a domain. You can also type the name of an existing domain into the Context field.
If you do not enter a domain in this field, Windchill determines which domain to set according to the domain algorithm that is in place. For information about domains, see Administering Domains and Policies.
Domain of Personal Cabinet
Select the domain with which the user's cabinet is associated.
To select from a list of existing domains that have been created, click Find. The Find Domain window opens and you can search for and select a domain.
If you do not enter a domain in this field, Windchill determines which domain to set according to the established domain algorithm. For information about domains, see Administering Domains and Policies.
Password
Specify the user's password.
This is a required field.
Password Confirmation
Confirm the entry of the user's password.
This is a required field.
Alternate User Name <x>
Specify additional names under which this user wants to access Windchill. You can enter up to four additional names by entering the first name in the Alternate User Name 1 field, the second name in Alternate User Name 2, and so on. For example, if a user works with two Pro/INTRALINK installations and has a unique user name on each installation, you could enter those names in two of the Alternate User Name <x> fields.
Alternate User Name 1 and additional Alternate User fields can be added to all user information pages by editing the layout of those pages in the Type and Attribute Management utility. For more information, see About the Type and Attribute Management Utility.
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Other LDAP attributes can be added as Windchill user attributes by configuring custom attributes using the procedure available in Customizing LDAP Mapped Attributes in a User Information Page.
3. The user’s group assignments can be edited in the Assign to Groups step. Navigate between steps by clicking the step name or by clicking Next.
◦ To add group assignments, click the add group to table icon. Enter values in the search criteria fields and click Search. Select the desired groups and click Add, then click OK. For more information, see New User - Assign to a Group.
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Groups cannot be assigned for users that are owned by a read-only directory server.
◦ To add group assignments from another user, click the add groups from another user icon. Enter values in the search criteria fields and click Search. Select the desired users and click Add, then click OK. For more information, see Add Groups From Another User.
◦ To remove group assignments, select the checkbox in front of the group you want to remove and click the remove icon.
4. The user’s profile assignments can be edited in the Assign to Profiles step. Navigate between steps by clicking the step name or by clicking Next.
◦ To add profile assignments, click the add profile to list icon. Enter values in the search criteria fields and click Search. Select the desired profiles and click Add, then click OK. For more information, see New User - Assign to a Profile.
◦ To add profile assignments from another user, click the add profiles from another user icon. Enter values in the search criteria fields and click Search. Select the desired users and click Add, then click OK. For more information, see Add Profiles From Another User.
◦ To remove profile assignments, select the checkbox in front of the profile you want to remove and click the remove icon.
5. The user’s picture can be edited in the Assign Picture step. Navigate between steps by clicking the step name or by clicking Next.
To edit the picture, click Find and choose a GIF or JPG file. The maximum allowed picture size is 100KB.
6. The user’s signature can be edited in the Assign Signature step.
To edit the signature, click Browse and locate a file.
The default file size is 100KB. The wt.federation.org.signatureFileSize property in wt.properties file allows you to set a value greater than default file size.
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It is recommended to use an electronic signature file that is small in size. Larger file sizes may distort the Assign Signature Wizard and electronic signature displayed on pages in Workflow activities.
The file name and the date added for the selected signature file appear in the window. This file is the enabled signature file.
7. When you are satisfied with your changes, click Finish to close the Edit User window.