User Profiles

The Application User Profile is a mechanism to provide a template like configuration for the three major security components of the platform: User Roles (Workflow), Security Groups (DAS) and Functional Classes (ACL / Licensing). In addition to this, a parent/child reference relationship can be established between several Application User Profiles which, in practical terms, means that it can be configured as a hierarchical structure. Several functionalities will depend on this hierarchy. 

This mechanism pretends to enhance the Application User configuration process by drastically reducing the time and steps necessary to perform a proper configuration. Also, it allows a de-centralized Application User configuration management.

Application Theme

Overview

Application Theme that is associated with the Application User Profile. This property should always have the value DEFAULT, unless noticed otherwise.

Navigation

Admin ► System Security ► User Profile► Application Theme

Application Theme screen fields

 

FieldsDescription
CodeUnique identification code of the Application Theme.
Landing URLThe application user profile landing URL.
Main Content URLThe application user profile main content URL.
ActiveBy Default it is TRUE. Flag, part of Inactive behavior, that determines if an Application User Profile is active/usable (true/checked) or inactive/unusable (false/unchecked). 
DescriptionThe description of the Application Theme.

 

Application User Creation

Overview

Through this feature users create employee and connect the record to an application user.

Navigation

Admin ► System Security ► User Profiles ► Application User Creation

Application User Creation Screen Fields

FieldsDescriptions
IdIt is system generated Unique identifier.
Workflow StatusWorkflow driven status, with the following values: CREATED, APPROVAL_REQUESTED, APPROVED, REJECTED, CANCELLED. By default, a simple approval workflow process is provided.
User IDSystem generates the user Id as a Unique identifier.
Contact NumberProponent User Contact Number.
Tax Identification Number (TIN):Proponent user Tax Identification Number (TIN).
Email AddressProponent User Email Address.
Date Of BirthProponent User Date of Birth.
Submission Date/TimeSubmission Date/Time when the registration was submitted.
Approved DateDate when the user creation was approved.
TitleThe proponent user is able to define the way he wants to be addressed.
Country Of OriginProponent user country of Origin.
Marital StatusMarital status of the Proponent.
GenderProponent user selected gender
Authentication TypeAllows selecting Authentication Type from the drop-down list.
InstitutionInstitution ID.
Application User ProfileProponent user Application User Profile.
Is AdministratorBy Default it is FALSE if it is TRUE user status as system Administrator.
Created Via FormProponent Application User Creation method.
LanguageApplication language. User can choose language from the dropdown list.
DesignationProponent user designation as Employee.
First NameProponent user First Name.
Middle NameProponent user Middle Name.
Last NameProponent user Middle Name.
Reasons For RejectionThe approver presented reason for rejecting the user creation.

 

Application User Creation Upload

This entity allows the user to import the User Creation File to upload.

Navigation

Admin ► System Security ► User Profiles ► Application User Creation Upload

FieldsDescription
Upload FileThis button allows the user to navigate through the local machine in order to select and upload the UserTemplate (.xls) file.

 

Application User Profile

Overview

Collection of previously configured application user profiles that are associated with the Application User Profile. On the Application User Profile hierarchy, these will be immediately below (direct descendants).

Navigation

Admin ► System security ► User Profile ► Application User Profile

Application User Profile Screen Fields

 

FieldsDescription
CodeUnique string code that identifies the Application User Profile
StatusWorkflow is driven status, with the following values: CREATED, APPROVAL_REQUESTED, APPROVED, REJECTED, CANCELLED. By default, a simple approval workflow process is provided. This workflow process should be configured according to the customer specific business requirements. An Application User Profile is valid/usable on the platform only when it's status is APPROVED.
Application ThemeApplication Theme that is associated with the Application User Profile.
ActiveFlag, part of Inactive behavior, that determines if an Application User Profile is active/usable (true/checked) or inactive/unusable (false/unchecked). 
DescriptionLocalized text description of the Application User Profile.
Functional class tabCollection of previously configured functional classes (ACL) that are associated with the Application User Profile.
User RolesCollection of previously configured user roles (Workflow) that are associated with the Application User Profile.
Profile Security Group tabCollection of previously configured user roles (Workflow) that are associated with the Application User Profile.
Application User Profile tabCollection of previously configured security groups (DAS) that are associated with the Application User Profile.

 

Application User Profile Assignment

Overview

This form allows a user to select an Application User Profile and one or more Application Users. After selection, when Execute button is pressed, the Application User Profile is assigned to the Application User(s).

Navigation 

Admin ► System Security ► User Profile► Application User Profile Assignment

Application User Profile Assignment Fields and Tabs

 

FieldsDescription
Application User ProfileAllows to select Application User Profile from lookup down.
Application UserSelected users for the Application User Profile.

 

Application User Registration Source

Overview

This entity will be used to create the source for the Application User Resgistration. Also it used to configure the Registration Type and Application user profile.

 

Navigation

Admin ► System Security ► User Profile ► Application User Registration Source

 

Application User Registration Source screen fields

FieldsDescription
CodeUnique identifier. Setup parameter to determine if entered by user or system generated. When system generated, it will be left padded with zeros.
Default Application UserAllows to select default application user profile from lookup field.
Application User Registration Provider BeanAllows selecting application user registration provider bean from the dropdown list
Application User Registration TypeAllows to select application user registration type from the dropdown list.
Default Application LanguageDefault application language can be selected from this field.
Is Must Change PasswordDefault = 'FALSE', If TRUE then it forces to update Password on the first time log in else the password stays as defined
Is Notify RequesterDefault = 'FALSE'.
ActiveDefault = 'FALSE'.Allows making the created records active 
LanguageSpecific system language.
DescriptionShort description of the Application user registration source.

 

 

User Registration

Overview

This feature enables the end user to register a user. Application for User Registration shall be submitted via User Registration link placed on the login page of the GRP. Once the prospective user clicks on this link, a Registration form will open containing fields with the information required to be submitted for approval. User shall accept the terms and conditions in order to submit the form. Once submitted, the system will display the confirmation message.

 

Navigation

Admin ► System Security ► User Profile ► User Registration

 

User Registration Source screen fields

FieldsDescription
IDUnique identifier. Setup parameter to determine if entered by user or system generated. When system generated, it will be left padded with zeros.
User IDUnique identifier. The user id is associated with the email address in the user table. Read-only and cannot be changed.
TitleName for the Prefix
User NameName of the User.
User PasswordPassword is given by the user.
Application User Registration SourceSource of Application Registration.
Changed OnDate picker allows selecting the changed on the date.
First NameFirst name of the Applicant.
Middle NameMiddle name of the Applicant.
Last NameLast name of the Applicant.
Tax Identification Number (TIN)Proponent user Tax Identification Number (TIN).
Date Of BirthProponent User Date of Birth.
GenderProponent user selected gender.
Marital StatusMarital status of the Proponent.
Country Of OriginProponent user selected country of Origin.
DesignationProponent user designation as Employee.
Contact NumberProponent User Contact Number
Email AddressProponent User Email Address.
InstitutionContains the name of the Institution.
Application User ProfileAllows selecting the Application User Profile from the lookup field.
Is AdministratorBy default it is FALSE. The user can Change it possible Values TRUE/FALSE.
Submission Date/TimeSubmission Date/Time when the registration was submitted.
Approved DateThe date of the approval. It fetches the system current time automatically.
Reasons For RejectionThe approver presented reason for rejecting the user creation.
ContactProponent User Contact Number.

 

Contact Tab

This feature allows the end user to enter the contact information.

FieldsDescriptions
Is MainWhether the address mentioned in the main address is specified in this field.
Contact TypeWhether the type of Contact is electronic mail, fax, phone, is selected in this field.
Contact Location TypeWhether the contact location type is Home, Office or Unknown is selected in this field.
Contact ValueThe user contact number is to mentioned in this field.
LanguageThe language used to describe Contact is selected in this field.
DescriptionDescription of the contact is made in this field.