accounts in Administration.docx

Transcription

1 Technology Help Desk HELP [4357] technology.pitt.edu Accounts Administration for RC Administrators This document is intended for Responsibility Center Account Administrators and explains how to create and manage accounts in the new Accounts Administration site on my.pitt.edu. There are three sections for account maintenance: Individual Account Functions, Group Account Functions, and Bulk Account Updates. Individual Account Functions To Log into Accounts Administration 1. Log in to my.pitt.edu using your University credentials. 2. Click Accounts Administration from the listing on the right hand side. 3. The Accounts Administration menu will be presented. To Createe a New Person 1. From the Accounts Administration Menu, click Manage Accounts. 2. Using the Select User drop down menu, select Create a User. File: RC_Admin_Directions..docx Page 1 of 9 Revised:

2 3. Enter the relevant data for the individual. NOTE: Required fields include: Purpose, First Name, and Last Name. 4. Click Save. File: RC_Admin_Directions.docx Page 2 of 9 Revised:

3 To Create an Account for a User 1. From the Accounts Administration Menu, click Manage Accounts. 2. Enter the person s name in the Find User textbox and click Search. 3. Using the Select User drop down menu, select the person s name. 4. Using the Select Account drop down menu, select Create Account. 5. Within the Account Data tab, select the appropriate Responsibility Center and Sponsor for the account. 6. Update other relevant account data including Display Name, Expiration Date, Exchange Enabled, Hide in Global Address List, UNIX, and PORTAL. 7. To have a username and password automatically generated for the account, click Save. NOTE: To manually create a username or password for the account, uncheck the boxes for Autogenerate Username and/or Autogenerate Password, then enter a Username and/or Password, and click Save. File: RC_Admin_Directions.docx Page 3 of 9 Revised:

4 Group Account Functions To Create a Group 1. From the Accounts Administration Menu, click Manage Groups. 2. Select the appropriate Responsibility Center. If you only manage one Responsibility Center, your group will be set by default. 3. Within the Create/Modify Group tab, set Select Your Group to be New Group (this is the default). 4. Select the Display Name prefix for the group and add the group name. The site will confirm if the chosen group name is available for use. You may add an Expiration Date for the group. If you choose to add an expiration date, the group membership will be removed on the expiration date and will be hidden in the Outlook Address Book. The group will be deleted in 30 days. If you do not enter an expiration date, it will exist until you delete the group. Group Comments can also be entered in the text box. 5. Click Save to save the group. To Populate the Group with Members 1. From the Accounts Administration Menu, click Manage Groups. 2. Select the appropriate Responsibility Center. If you only manage one Responsibility Center, your group will be set by default. 3. Within the Create/Modify Group tab, set Select Your Group to be the desired group. File: RC_Admin_Directions.docx Page 4 of 9 Revised:

5 4. Within the Group Membership tab from the bottom set of tabs, enter a department name, group name, project name, or username, and then click Search. 5. Select the desired member from the Results field, and then click Add To Group. The selection will be added to the group s Member List. 6. Click Save. = To Export the Current Group Membership 1. From the Accounts Administration Menu, click Manage Groups. 2. Select the appropriate Responsibility Center. If you only manage one Responsibility Center, your group will be set by default. 3. Within the Create/Modify Group tab, set Select Your Group to the desired group. File: RC_Admin_Directions.docx Page 5 of 9 Revised:

6 4. Click the Current Membership tab on the bottom set of tabs, and then click the Export Member List Button. To Manage an Individual s Group Membership 1. From the Accounts Administration Menu, click Manage Groups. 2. Select the appropriate Responsibility Center. If you only manage one Responsibility Center, your group will be set by default. 3. Within the Manage User Membership tab, enter the username for the individual and click the Search button. Select the desired individual and account to display groups within the Responsibility Center. File: RC_Admin_Directions.docx Page 6 of 9 Revised:

7 4. Place a checkmark beside a group to select the individual to add to the group membership. 5. Scroll to the bottom of the list and click the Save button. To Delegate Group Management to Another Individual RC Administrators are entitled to grant others the ability to manage groups within your Responsibility Center. Access can be granted to any primary account holder at the following levels: Responsibility Center: This person can create, manage, and delete groups within the entire Responsibility Center. Prefix: This person can create, manage, and delete groups under the selected group prefix. Group: This person can manage only the selected group. This person cannot create or delete groups unless granted access at the prefix or Responsibility Center level. 1. From the Accounts Administration Menu, click Manage Groups. 2. Select the appropriate Responsibility Center. If you only manage one Responsibility Center, your group will be set by default. 3. Within the Delegate Group/Prefix Access tab, enter the username for the individual and click the Search button. Select the desired individual. File: RC_Admin_Directions.docx Page 7 of 9 Revised:

8 4. Place a checkmark beside the Responsibility Center, Prefix(s), and/or Group(s) that the individual will manage. 5. Scroll to the bottom of the list and click the Save button. 6. To view the current delegates of a Responsibility Center, Prefix, or Group, click the Current Delegates button. File: RC_Admin_Directions.docx Page 8 of 9 Revised:

9 Bulk Account Updates To Make Changes to Multiple Sponsored Accounts 1. From the Accounts Administration Menu, click Bulk Account Update. 2. Select the desired Responsibility Center. 3. To make a change for a specific individual s sponsored accounts, find the individual using the Select User drop down. 4. Choose the bulk update operation using the Select Operation drop down. For Expiration Date changes, you will need to enter a new date. For Change Sponsor updates, you will need to select the new sponsor from the drop down list. 5. Put a checkmark beside the accounts that will be updated. You may also use the Select All button to mark all accounts. 6. Click the Update Selected button. File: RC_Admin_Directions.docx Page 9 of 9 Revised: