Account and User Management Enhancements
This section describes the enhancements introduced in 2021 R1 for managing accounts and users:
| • | Configurable Display of “Created By” Column for Accounts in the End-User Portal |
| • | New Permissions to Control Producer-Management of Other Users |
| • | Allowing Additional Users on Self-Registered Accounts |
| • | Control Over Editing Account ID and Account Name in the End-User Portal |
| • | Control Over Creating Customer and Partner Accounts in the End-User Portal |
Configurable Display of “Created By” Column for Accounts in the End-User Portal
Revenera Support can now help you hide the Created By column on the Accounts page in the End-User Portal. (By default, the column is visible.) Contact them if you need to hide (or later redisplay) this column.
New Permissions to Control Producer-Management of Other Users
This enhancement enables Producer users to manage Customer and or Partner users, independently of managing other Producer users. Previously with the single View and Manager Users permission, Producer users had access to modify all User types in the system, and could not be constrained to just Partners or Customers. In this release, the following user-management permissions have been added to define a Producer role:
| • | View and Manage Customer Users—Enables the Producer user to create and manage only Customer users. |
| • | View and Manage Partner Users—Enables the Producer user to create and manage only Partner users. |
These new permissions provide a control for the types of users that a Producer user can manage. (This might be necessary, for example, to comply with internal security measures.)
If the Producer user is assigned the View and Manage Users permission, the other two permissions are ignored since they are folded into the View and Manage Users permission. However, if the Producer user is configured with either or both of the new permissions, but not with the View and Manage Users permission, the producer can manage the only type of users specified by the selected permission(s); the producer cannot manage other Producer users.
Important:The Producer user also requires the View and Manage Accounts permission to manage users using any of these three user-management permissions. Without this “umbrella” permission, the Producer user cannot create users or save updates, view transaction histories (updates, deletes, or so forth), or reset passwords for those user types that the producer has permission to manage.
Allowing Additional Users on Self-Registered Accounts
At initial login, End-User Portal users have been able to self-register themselves and the organization to which they belong as long as they have an entitlement or activation ID. This dual registration of the organization and the user is performed from the Register for Account page, available through the Register option on the End-User Portal login screen. However, in previous releases, a user could not self-register with an existing self-registered account.
In this release, a user can now self-register with an existing self-registered account at initial login. A new option, Register for existing Account, has been added to the Register for Account page to allow this type of registration. The user is automatically added to the self-registered account identified by the entitlement or activation ID.
Additionally, to control the availability of this new option on the Register for Account page, a system administration option, Enable Self-Registration for an existing Account, has been added to the System > Configure > End-User Portal Setup page.
Control Over Editing Account ID and Account Name in the End-User Portal
The End-User Portal allows users to edit their account ID and account name. However, for some sites, this capability is not desirable. To address this issue, a new system administration option has been added in the Producer Portal to enable or disable the end users’ ability to update the account ID and name. The option, Prevent editing of Account ID and Account Name, is available in the Manage Accounts & Users section of the End-User Portal Setup configuration page in System > Configure. This option is disabled by default to maintain the behavior of previous releases.
Control Over Creating Customer and Partner Accounts in the End-User Portal
The End-User Portal allows users to create customer or partner accounts. Some sites prefer not having end users create accounts. However, they still want these users to assign account users and perform other account management tasks. Disabling the end-user permission to manage accounts prevents users from creating accounts but also prevents them from performing other account management tasks. To address this issue, a new system administration option has been added in the Producer Portal that enables or disables the end users’ specific permission to create customer and partner accounts in the End-User Portal. The option, Hide Create an Account, is available in the Manage Accounts & Users section of the End-User Portal Setup configuration page in System > Configure. This option is disabled by default to maintain the behavior of the previous releases.