A user’s account window includes basic and optional information, as well as their permissions to access specific Inkling functionality.
Basic information is the minimum required user data Inkling needs for a user. Optional information is specified by your organization. If your organization sends user data via a CSV Import file or SAML 2.0 Single Sign-on, the fields in the Basic Information and Optional Information areas map to the required, optional, and custom fields in the import file.
An Inkling User Administrator sets permissions for a user to access specific Inkling platform functionality in the User Permissions section. For more information, see Manage user platform permissions.
To access a user’s account window:
- Click People > Users.
Search for a user and click the user’s name.
The user’s account window appears.
You can also access this window when you create a new user. Click the View New User button on the confirmation window.
Habitat enables the Save Changes button when you edit a field. Either save your updates, or click the browser’s back button and OK in the dialog box to discard the changes.
The UserID value cannot contain any leading or trailing whitespace characters, or any whitespace within the value.
If you modify the UserID value, be sure to update the CSV file with the correct value. When a UserID in the CSV file does not match a user in the system, Inkling will attempt to create a new user, which may result in conflicts due to duplicate emails or usernames.