Users and Roles

The Administration application allows you as an administrator to create new users, specifying the details such as desired user name, marketplace, email, and temporary password. If needed, you can also select to lock a new user, so they cannot log in until unlocked. You can also edit existing users.

To enable users to access parts of the application, you have to add corresponding roles that govern the accesses to UI 2.0 apps like Revenue Management. With the Administration application, you can assign roles for accessing UI 2.0 applications, meaning a role must have at least one UI 2.0 security authority. The pre-defined roles that you can assign to users include:

  • System Administrator UI 2.0—A user who has full system access. Major responsibilities include User administration, system set up, general operation, and maintenance via UI 2.0.
  • UI 2.0 Full Access—A user who has full access to the following UI 2.0 applications: Customer Billing, Mediation, Payment Matching, Reporting, Revenue Management, Scheduler, and Tax Management.
  • Full Read Billing—A user who has read-only access to the Customer Billing UI 2.0 application. This role allows assigned users to view customer accounts and related information without the ability to create new accounts or perform any actions on existing accounts.

Note: You can also assign custom roles to new user accounts, but they need to include at least one assigned UI 2.0 security authority. You can create new custom roles and assign authorities in UI 1.0.

Viewing Users

To view details about the user:

  1. Select Administration from the Gotransverse action menu . A list of existing users displays.
  2. To view details about a user, select the needed one from the list. The User detail page opens.
  3. On the User detail page, you can view information about the user that you entered when creating the user. The Roles detail tab displays a list of roles assigned to this user.

Searching for Users

To search for an existing user:

  1. Select Administration from the Gotransverse action menu , then select Users in the left pane.
  2. In the Search box, enter the needed search criteria, then select the search icon or press Enter. Search criteria can include:
    • User Name
    • First Name
    • Last Name
    • Email
    • Status
  3. All users that meet the search criteria display in the list. Select the needed user from the list to view its details.

Creating Users

As an administrator, you can add new Gotransverse users. Once you create a user, you can manage roles to grant or revoke specific accesses to the user. When needed, you can also edit the user details.

To create a new user:

  1. Select Administration from the Gotransverse action menu , then, from the Administration action menu, select Create User.
  2. In the Create User window, fill in the requested fields:

    Note: In the upper-right corner, click Configure Fields and select the check boxes next to the fields that you want to display. The system saves the set of selected fields per user so they display next time you open this window.

    Fields marked with an asterisk (*) are required.

    FieldDescription
    User Name*

    Enter the user name of the user. It will be used as the login when signing in to Gotransverse.

    Note: You cannot modify the User Name after the user is created.

    First Name*Enter the first name of the user.
    Last Name*Enter the last name of the user.
    Marketplace*

    Select the marketplace you want to associate your user with. A marketplace, when associated with a user, determines which products the user can sell and at which price.

    Note: Currently, UI 2.0 supports the Default Marketplace.

    EmailEnter the user’s email address. It is used for resetting a password after the first login.
    Password*

    You can set a custom temporary password for the user account or select to auto-generate a password:

    • Enter the temporary password the user will use to sign in to Gotransverse. The password must have:
      • Between 8-15 characters
      • At least 1 number
      • At least 1 lowercase character
      • At least 1 uppercase character
      • At least 1 special character: '!@#$%^&|*()_`~{};"?:<>-
        If the user enters an incorrect password after a set number of times in a row, the user account gets locked.
    • Note: To specify the number of incorrect attempts that locks a user account, enter the desired numerical value for the Number of Invalid Login Attempts Before Account Lockout system setting.

    • If you want Gotransverse to auto-generate a secure password for you, select Generate Password.
      • To view the entered password, select . To mask the password, select .
    Verify Password*Enter the password once more. It should match the text in the Password field.
    User Must Change PasswordPrompts the user to change the password after the first login.
    Expire Password

    Select if you want the password to expire so users will have to change it at intervals based upon the tenant's password configuration.

    To see the interval, in UI 1.0, go to Admin >> Company, scroll down to the System Settings pane, and view the value set for the Password Validity Period setting.

    SSO UserSpecifies whether the user is an SSO user . If you select this check box, the following fields become disabled: Password, Verify Password, User Must Change Password, and Locked.
    LockedSpecifies whether the user is locked. If selected, a new user cannot log in until the user ID is unlocked.
  3. Click Create to create the user or select the Create Another check box and then click Create to create the user and open another Create User window. Alternatively, click Cancel to discard your changes.

Changing a Password

After, you, as an administrator, create a new user and set a temporary password, the user must reset it. The user receives an email that includes the following information about the new user:

  • User name
  • Email address
  • Temporary password
  • Link to the Change Password page

Users are prompted to reset their password. To select how long the temporary password is valid, enter the amount of time in the Temporary Password Validity Period system setting.

For a user to reset a password they would:

  1. Click the link in the email that they received from Gotransverse.
  2. Sign in with their user name and the temporary password.
  3. On the Change Password page, fill in the following fields:
    • Old Password
    • New Password
    • Confirm New Password
  4. To save the new password, click Save. Alternatively, click Cancel to discard the changes.

After they change the password, they’d use the new one to sign in to Gotransverse.

Editing Users

After creating a new user, you can modify the details.

To edit an existing user:

  1. Select Administration from the Gotransverse action menu , then select the desired user from the list.
  2. From the User action menu, select Edit User.

  3. In the Edit User window, modify the needed fields. See a list of fields with descriptions for more information.

    Note: You cannot modify the User Name after the user is created.

  4. To save the changes, click Edit. Alternatively, select Cancel to discard the changes.

Assigning Roles

Roles specify what applications users can access in Gotransverse. You, as administrator, can assign one or more roles to a user at a time. You can also unassign a role from a user.

To assign a role to a user:

  1. Select Administration from the Gotransverse action menu , then select a user from the list.
  2. From the User action menu, select Assign Role.
  3. In the Browse Roles window, select the roles you want to assign to the user. The window displays only the roles that have at least one UI 2.0 security authority. You can select several roles at once.

    Note: Start typing the name of the role in the search box in the left to find the needed role more easily. Alternatively, click Reset to clear the search criteria.

  4. To assign the selected role, click Add Role. Alternatively, click Cancel to discard the changes.

Unassigning Roles

Once you unassign a role from a user account, the user will not be able to view or perform actions on applications they could before you unassigned the role.

For example, with the System Administrator UI 2.0 role, the user that you created can create other users and manage accesses they have. If you revoke the administration rights from this user by unassigning the System Administrator UI 2.0 role, the Administration application will not appear in the Gotransverse application launcher , meaning the user is no longer able to manage other user accounts.

To unassign a role from a user:

  1. Select Administration from the Gotransverse action menu , then select a user from the list.
  2. From the Roles detail tab under Actions, click the ellipsis button , then select Unassign Role.