USING THE ACCOUNT MANAGER. Getting started. Logging in and out. Welcome screen

Transcription

1 USING THE ACCOUNT MANAGER Use the Accunt Manager t request the fllwing accunt types: Guest (up t 5 accunts) 1 External External + SharePint Prject Fr a full descriptin f these accunt types and what yu get with each, see Appendix n page 7. Getting started Lgging in and ut Frm yur netwrked PC n campus: Launch yur web brwser and the Accunt Manager at There is n need t lgin. The Accunt Manager picks up yur lgin credentials. When yu are finished wrking in the Accunt Manager, clse yur brwser cmpletely t end the sessin. Welcme screen Once lgged in, yu are presented with the Accunt Manager Welcme screen. 1 If yu require multiple Guest accunts (6-50), yu can request these via the IT Service Desk s self-service. Lgin t MyIT at and cmplete a Bulk Guest Accunt Request frm. Bulk requests may take up t 3 wrking days t prcess. 1

2 Requesting additinal accunts Nte: In the example belw, we shw screenshts fr requesting a Prject accunt. The prcess fr requesting ther accunt types is similar, but sme f the text fields yu are required t cmplete will differ. Fr guidance n cmpleting all types f accunt request, see page 4 nwards. Request a Prject accunt Under Accunt Requests n left navigatin, click Prject Accunt t display the Prject Accunt Request screen. Click New t display the Request a New Prject Accunt pp-up windw. With the Accunt Request tab fremst, cmplete the Prject Name, Accunt Owner and Descriptin text fields as apprpriate. Fr Accunt Owner, type this in as Lastname, Firstname and click the tick icn t validate and reslve the field. In mst cases, the Accunt Owner will be yu. Alternatively, click the brwse icn t search fr and select an individual. 2

3 Click Next t view the Summary tab. Check the request details. If yu need t make any changes, click Back t return t the Accunt Request tab. When yu are ready t prceed, click Submit. After a few secnds, yu will see a Summary and Status windw, shwing yur request as Pending apprval. Click OK t clse the windw. ntificatin f new accunts When yur request has been apprved, we will send yu tw autmated s. The first has details f the new accunt s username. The secnd supplies a temprary passwrd fr the new accunt and instructins n hw t change this. If yu have requested the new accunt n smene else s behalf fr example, a guest please make sure yu pass this infrmatin n t that user. Nte: We will als send yu autmated s when the accunt nears its expiry date 30 days and 5 days befrehand and again when the accunt is clsed. View prgress f accunt requests Yu can view the prgress f yur accunt requests at any time via Accunt Manager. Under Requests & Apprvals n left navigatin, click Manage My Requests t display the current prgress f requests yu have submitted. Click n a request t see full details submitted. View new accunt details Once the request is apprved, it will be listed in My Accunts, accessed via left hand menu. Click n My Accunts t display all accunts. Click n an accunt name t display accunt details including the new accunt username. 3

4 Cmpleting accunt request frm fields External r External + SharePint accunt Request Nn HR Accunt tab All text fields under this tab require input. Display Name: This is fixed and cannt be changed Accunt Type: This defaults t External, leave this as it is Hw lng is it required fr?: Select an ptin, as apprpriate User s First Name: Enter the first name f the persn the External accunt is fr User s Last Name: Enter the last name f the persn the External accunt is fr Accunt Owner: In mst cases, the Accunt Owner will be yu. Enter this as Lastname, Firstname and click the tick icn t validate and reslve the field. Alternatively, click the brwse icn t search fr and select an individual. User s External Address: Enter the external user s address Descriptin: Enter a shrt explanatin f what the External accunt is fr fr example, Visitr wireless access fr week 9-13 March 2015 while attending cnference Imprtant: If yur visitr will need access t a UA SharePint site, yu must nte this in the Descriptin field. Wrk Inf tab User s Cmpany Name: This text field is nt required. Hwever, it may be useful fr yu t access this infrmatin at a later date. If apprpriate, enter the name f the cmpany r institutin the external persn is frm User s Jb Title: This text field is nt required. Hwever, it may be useful fr yu t access this infrmatin at a later date. If apprpriate, enter the external persn s jb title Cntact Details tab Nne f the text fields under this tab require input. Hwever, it may be useful fr yu t access these details at a later date (via Manage My Requests). Enter any details yu feel wuld be apprpriate fr example the external persn s mbile phne number. Summary tab This tab gives yu a quick verview f the details yu have entered in the request frm. If any f the details are incrrect, r if yu wish t add r remve anything, click the Back buttn and edit as required. If yu are happy with the infrmatin yu have prvided, click Submit. Yu will be presented with a Status windw shwing that yur accunt request is pending apprval, Click OK t clse this windw. ntificatins When yur request has been apprved, we will send yu tw autmated s. The first has details f the new accunt s username. The secnd supplies a temprary passwrd fr the new accunt and instructins n hw t change this. If yu have requested the new accunt n smene else s behalf fr example, a guest please make sure yu pass this infrmatin n t that user. Nte: We will als send yu autmated s when the accunt nears its expiry date 30 days and 5 days befrehand and again when the accunt is clsed. 4

5 Guest accunt (1-5) Nte: Yu can request up t 5 Guest accunts via the Accunt Manager. If yu need multiple Guest accunts (6-50), please lg int MyIT ( and cmplete a Bulk Guest Accunt Request frm. Request Guest Accunt tab All text fields under this tab require input. Display Name: This is fixed and cannt be changed Accunt Type: This defaults t Guest and cannt be changed Guest s First Name: Enter the first name f the persn the Guest accunt is fr Guest s Last Name: Enter the last name f the persn the Guest accunt is fr Accunt Owner: In mst cases, the Accunt Owner will be yu. Enter this as Lastname, Firstname and click the tick icn t validate and reslve the field. Alternatively, click the brwse icn t search fr and select an individual. Descriptin: Enter a shrt explanatin f what the Guest accunt is fr fr example Guest wireless access fr 10 March 2015 while n campus t deliver training wrkshp Wrk Inf tab Guest s Cmpany Name: This text field is nt required. Hwever, it may be useful fr yu t access this infrmatin at a later date. If apprpriate, enter the name f the cmpany r institutin the guest is frm Guest s Jb Title: This text field is nt required. Hwever, it may be useful fr yu t access this infrmatin at a later date. If apprpriate, enter the guest s jb title Cntact Details tab Nne f the text fields under this tab require input. Hwever, it may be useful fr yu t access these details at a later date. Enter any details yu feel wuld be apprpriate fr example the guest s mbile phne number. Summary tab This tab gives yu a quick verview f the details yu have entered in the request frm. If any f the details are incrrect, r if yu wish t add r remve anything, click the Back buttn and edit as required. If yu are happy with the infrmatin yu have prvided, click Submit. ntificatins When yur request has been apprved, we will send yu tw autmated s. The first has details f the new accunt s username. The secnd supplies a temprary passwrd fr the new accunt and instructins n hw t change this. If yu have requested the new accunt n smene else s behalf fr example, a guest please make sure yu pass this infrmatin n t that user. Nte: We will als send yu autmated s when the accunt nears its expiry date 30 days and 5 days befrehand and again when the accunt is clsed. 5

6 Prject accunt Accunt Request tab All text fields under this tab require input. Display Name: This is fixed and cannt be changed Accunt Type: This is fixed and cannt be changed Prject Name: Enter the Prject name as it will appear in the IT accunt name. Yu are limited t a maximum f 10 characters and the name yu chse will be prefixed by PRJ_ Accunt Owner: In mst cases, the Accunt Owner will be yu. Enter this as Lastname, Firstname and click the tick icn t validate and reslve the field. Alternatively, click the brwse icn t search fr and select an individual. Descriptin: Enter a shrt explanatin f what the Prject accunt is fr fr example, One year prjecting researching migratry habits f arctic terns, March 2015-February 2016 Summary tab This tab gives yu a quick verview f the details yu have entered in the request frm. If any f the details are incrrect, r if yu wish t add r remve anything, click the Back buttn and edit as required. If yu are happy with the infrmatin yu have prvided, click Submit. Yu will be presented with a Status windw shwing that yur accunt request is pending apprval, Click OK t clse this windw. Imprtant: If the wner f a Prject accunt leaves the University, the accunt will be clsed autmatically unless an alternative wner is identified befre they leave. Please ntify the Service Desk f any change in wnership. ntificatins When yur request has been apprved, we will send yu tw autmated s. The first has details f the new accunt s username. The secnd supplies a temprary passwrd fr the new accunt and instructins n hw t change this. If yu have requested the new accunt n smene else s behalf fr example, a guest please make sure yu pass this infrmatin n t that user. Nte: We will als send yu autmated s when the accunt nears its expiry date 30 days and 5 days befrehand and again when the accunt is clsed. Need help? If yu need help using the Accunt Manager, r yu have any questins abut additinal accunts, please cntact the IT Service Desk fr advice: servicedesk@abdn.ac.uk 6

7 APPENDIX Type What it s fr What yu get Max Lifetime Hw yu get it Guest (1-5) 2 Shrt-term ad hc accunt fr visitrs t the University, e.g. visiting academics, cnference attendees External External + SharePint Nte: If yur guest requires access t a University f Aberdeen SharePint site, please request an External + SharePint accunt instead see belw. Fr nn-university emplyees, e.g. cntractrs, suppliers, academic external cllabratrs (des nt apply t hnrary appintments - see nte belw) Nte: Befre applying fr this type f accunt yu shuld ensure that Hnrary status is nt required t undertake the prpsed rle. If in dubt please cntact HR fr guidance. IT accunts fr Hnrary staff will be created autmatically as part f the Hnrary appintment prcess. Username and passwrd fr netwrk Internet access via eduram wireless netwrk, if required. Nte: Visitrs are encuraged t use the free, public wireless service Aberdeen-city-cnnect Access t classrm and library PCs fr internet use and the MS Office suite Username and passwrd fr netwrk Internet access via eduram wireless netwrk, if required. Nte: Visitrs are encuraged t use the free, public wireless service Aberdeen-city-cnnect Printing via prximity card Desktp SharePint access n request, if required Up t 30 days Request up t 5 Guest accunts n behalf f yur Guest(s) via the Accunt Manager prtal at Requests are prcessed within 30 minutes Yu will then be the guest accunt s spnsr Up t 12 mnths Request an External accunt n behalf f the external party via the Accunt Manager prtal at IT Services will apprve this request please allw up t 3 wrking days fr activatin f accunt Yu will then be the external accunt s spnsr 2 If yu require multiple Guest accunts (6-50), yu can request these via the IT Service Desk s self-service. Lgin t MyIT at and cmplete a Bulk Guest Accunt Request frm. Bulk requests may take up t 3 wrking days t prcess. Yu will then be the guest accunt s spnsr. 7

8 Prject Used by staff fr prject wrk Username and passwrd fr netwrk Internet access A Prject accunt mailbx can be shared fr prject use fr the life f the prject. (Fr lng-term shared mailbxes please see resurce accunts.) accunt Printing via prximity card Desktp Life f prject Request a Prject accunt via the Accunt Manager prtal at IT Services will apprve this request please allw up t 3 wrking days fr activatin f accunt 8