Every person who uses PTC RV&S must be defined as a user in your realm’s authentication scheme or as a member of a legitimate group within your realm.

The preferred method for adding users to a group is to have each user automatically register by logging in to the system. No administrative action is required if you use this method.

New users may also be imported from your realm and, optionally, added to a valid group. For example, suppose a new employee in the product management team needs to be added as a PTC RV&S user. You can import the employee from the realm and add this user to the product management group in PTC RV&S. For more information on groups, see “Groups”.

When changing a user’s name in the GUI, change the name in the database before the user logs in using the new name so that all items with that assigned user are updated throughout the database.

You may then use PTC RV&S to import the user and allow that user to start using PTC RV&S.

You can also attach icon images to users. This is particularly useful for quick visual reference of users. Along with attaching an icon image, you can also enter a description of the user—this can be any information that is relevant to the user.

Once you have imported or created your database of PTC RV&S users, you can choose to deactivate any users that no longer actively use PTC RV&S. When large numbers of users are involved, deactivating users can help to maintain server performance by reducing the number of searches PTC RV&S has to perform. PTC RV&S does not search the realm for users identified as inactive or display those user IDs for selection in pick lists. For more information on how to deactivate a user, see “Deactivating Users”.

If a user is no longer required on your system, you can also delete that user from PTC RV&S. For more information on deleting a user, see “Deleting Users”.