Before a user can login and begin using ProblemTracker, the user must be given access to the workgroup(s).

There are two ways to grant a user access to a workgroup:

• Select a workgroup and modify the list of users that have access
  Details on using this option are included in this Help section.

  OR

• Select a user and modify the list of workgroups he or she can access
  To use this option, go to the Editing a User's Access to Workgroups section.

To select a workgroup and edit the list of users that can access the workgroup:

1. Login to the Workgroup Management System.
2. Click on the Users icon in the top button bar.
3. Select the radio button to the left of the option called Edit User Access, then click on the Continue button.
4. In the pulldown menu, select the workgroup you wish to edit, then click on the Edit button.
   

5. The left column called Users with Access displays any users that are allowed to access this workgroup. It also includes a count of the number of users with access to this workgroup. The right column called Users without Access displays users that do not yet have access to this workgroup. It also includes a count of the number of users without access. To allow a user to access the workgroup, click on the user in the Users without Access column, then click on the Add Access button to move the user to the Users with Access column. To select multiple users, hold down the CTRL button on your keyboard while you click on the users in the Users without Access column, then click on the Add Access button.

   Note: Users with access rights to a workgroup may still not be able to login to the workgroup if the workgroup administrator has never added the user to the workgroup. A user must both have access rights to the workgroup and be a part of the workgroup (the workgroup administrator must use the Add User operation from within the workgroup). This two step process is typically used if the WMS administrator and the workgroup administrator are not the same person (that way both people must agree that the user is allowed to access the workgroup before the user can log in). If you would like to both give a user access rights and add them to the workgroup at the same time, you can do so by clicking on the Add Users(s) + Access button instead of the Add Access button after you've selected the users. Even if you have used the Add Users(s) + Access operation, you may still wish to login to the workgroup as Admin and configure the User Groups for the user(s) you have added (by default they will only be made a member of the Users or RestrictedUsers User Group).

   If the workgroup you selected uses the ISO-8859-1 or Windows-1252 character set, the list of Users without Access may not include all users without access rights to the workgroup. The reason is that some users may have characters in their user information (name, address, etc.) that can not be displayed in the workgroup you've selected. These users can not be given access to the workgroup. If you have selected a workgroup that uses the ISO-8859-1 or Windows-1252 character set, a note will appear at the bottom of the Users without Access list to note that some users may not be listed here.

   Some basic guidelines related to user / workgroup character set compatibility:

   • If a user account contains only ASCII characters (supported by ISO-8859-1 character set), this user account can be given access to any workgroup because all character sets support ASCII characters.
   • If a user account contains non-ASCII characters supported by the Windows-1252 character set, this user account can be given access to any workgroup that is configured with the Windows-1252 or UTF-8 character set.
   • If a user account contains non-ASCII characters only supported by the UTF-8 character set (such as Japanese or Chinese characters), this user account can only be given access to a workgroup configured with the UTF-8 character set.

   To view a user's character set, use the Edit a User operation in the License Administration section. To see a list of characters supported by each character set, review the information in the Adding a Workgroup section.

6. The last step to be performed before a user is allowed to login and begin using a ProblemTracker workgroup is to add the user to the User Administration section of the workgroup(s) which the user is allowed to access.

Removing Users from a Workgroup's Access List

To remove a user from a workgroup's access list:

1. Login to the Workgroup Management System.
2. Click on the Users icon in the top button bar.
3. Select the radio button to the left of the option called Edit User Access, then click on the Continue button.
4. In the pulldown menu, select the workgroup you wish to edit, then click on the Edit button.
5. Click on the user in the Users with Access column, then click on the Remove Access button. To select multiple users, hold down the CTRL button on your keyboard while you click on the users you wish to select, then click on the Remove button.