User Management

Overview

Users can be managed from a few places, depending on your role:

• System administrators can view, create, and modify users on the Users page in the Admin Console.
• All designers can access users from the Users view in Appian Designer.
• The Users record type in Tempo contains the user profiles for users of Appian.
  • You can also add the Users record type to a site page. A user can go here to view other users and to modify their own user profile.

Create a new user

System administrators can create new users.

To create a new user:

1. In the navigation menu, go to the Admin Console.
2. In the navigation pane, click Users under AUTHENTICATION. The Users page displays and contains a grid of the users in your environment.
3. Click the CREATE button in the toolbar above the grid. The Create User dialog displays.
4. Enter the user's Username. It must not match an existing username regardless of case. For example, if "john.doe" already exists, you cannot enter "John.Doe". Appian usernames are case sensitive when the user logs in. A username can only contain up to 255 ASCII letters (a-z, A-Z), numbers, and the special characters listed below.
   • At symbols (@)
   • Periods (.)
   • Underscores (_)
   • Hyphens (-)
   • Apostrophes (')

   Note:  If you plan on creating an application that restricts user visibility, be sure to create a username that is not personally identifiable, as usernames are still visible within the system even when a user's Contact Information and Display Name are restricted. See also: User Profile Visibility

5. Enter the remaining basic information for the user:
   • First Name
   • Last Name
   • Nickname (Optional)
   • E-mail Address (Must include the @ symbol and a domain such as .com)
   • Supervisor (Optional)
   • Title (Optional)
6. Select one of the following options from the User Type selection:
   • Basic User: All users that are not system administrators. See below: Account Rights for Basic Users
   • System Administrator: Users that have access privileges to all tools and capabilities in Appian, can edit user roles, and create new administrators. System administrators are automatically added to the Designers group through a membership rule, but do not inherently have the designer role.
7. (Optional) Enter a Temporary Password and re-enter it in the Confirm Password field. If a password is not entered, it is automatically generated and sent to the user in an email. Regardless of whether or not you specify a password here, the password will be marked as temporary and the user will need to change it the next time they sign in.

   Note:  Passwords may be constrained to certain complexity or length requirements by your Appian administrator. See also: Appian Authentication.

8. Click CREATE to create the user and return to the users grid, or click CREATE & ADD ANOTHER to create the user and continue creating new users in the Create User dialog.

View and update users

There are three places where you can view and update the users in your environment.

Admin Console

System administrators can view and search through a complete list of users in the Users page of the Admin Console. When you search on first name, last name, or email address, Appian uses a "starts with" search. When you search on UUID, Appian uses an exact match search. You can also sort the users grid by these four fields and filter by the user's active/inactive status.

To view or update a specific user's information:

1. Click on a username in order to open the Update User dialog.
   • This dialog displays detailed information about a user, including the groups of which they are members and administrators. System administrators can administer all groups, although only system groups are explicitly listed here for them.
2. Modify any of the following fields:
   • Profile
     • First Name
     • Middle Name
     • Last Name
     • Nickname
     • Supervisor
     • Title
   • Security
     • User Type
   • Contact
     • Email
     • Office Phone
     • Mobile Phone
     • Home Phone
   • Location
     • Address 1
     • Address 2
     • Address 3
     • City
     • State
     • Province
     • ZIP Code
     • Country
   • Internationalization
     • Locale
     • Time Zone
   • Custom Fields
     • Custom Fields 1 - 10
3. Click Change next to a username in order to update a username. Appian usernames are case sensitive, but a new username must not match an existing username, regardless of case. For example, if the current username is "john.doe", then changing it to "John.Doe" is valid. However, if the current username is "jane.doe" and "john.doe" already exists, you cannot enter "John.Doe". A username can only contain up to 255 ASCII letters (a-z, A-Z), numbers, and the special characters listed below. Note it is not possible for a user to rename themselves.
   • At symbols (@)
   • Periods (.)
   • Underscores (_)
   • Hyphens (-)
   • Apostrophes (')
4. Click Change Photo to upload a JPG image, which can be zoomed and cropped.
5. After completing desired changes, click UPDATE.

Appian Designer

All designers can view and search through a complete list of users from the Users view in Appian Designer. You can search by full name, username, and email. Appian returns any results that contain the search criteria. You can also sort the users grid by these three fields.

To access the Users view:

1. In the navigation menu, click Users.

Designers who are system administrators can filter the grid by the user's active/inactive status, as well as view and modify a specific user's information by following the same steps above for the Admin Console.

Basic designers can modify their own user information and see a limited set of read-only details about the other users in the results.

User record type

The User record type allows you to reference user information in your interfaces, reports, and queries. By default, end users can view the user profiles of other users, although you can determine who can see which user profiles by configuring record-level security.

End users can modify their own profiles from their User record, including their name, email address, office phone, mobile, location, profile photo, cover photo, and blurb (system administrators cannot modify other users' blurbs).

While system administrators can modify users' profiles, they cannot prevent end users from modifying their own profiles. To restrict which fields a user can edit on their own profile, go to the User Profile page of the Admin Console.

Reset user password

System administrators can reset a user's password from the Admin Console. End users can, however, change their own password at any time from the Settings page in Tempo or a Site.

To change a user's password, complete the following:

1. In the navigation menu, go to the Admin Console.
2. In the navigation pane, click Users.
3. In the users grid, select the users that should have their passwords reset.
4. Click Reset Password. A new temporary password is emailed to each selected user.

Deactivate and reactivate users

Deactivate users

If you deactivate a user, the user account is still present in the system, but the user cannot sign in. Additionally, default and runtime object permissions for that user are revoked.

Running processes that were started by a user who was later deactivated will pause by exception. This will not happen immediately, but is guaranteed to happen no later than the next time the application server is restarted.

Process models or any node in a process model configured to run as their designer will fail to run if the designer user becomes deactivated. Also, when process models are imported from one environment to another, the user importing these applications becomes the process model designer. For these reasons, Appian recommends that applications be imported into test and production environments using a service account of type System Administrator that will not be deactivated.

System administrators can deactivate users from the Admin Console by doing the following:

1. In the navigation menu, go to the Admin Console.
2. In the navigation pane, click Users.
3. In the users grid, select the users to be deactivated.
4. Click the Deactivate button on the grid toolbar. Appian prompts you to verify that you do want to deactivate the user(s) in question.
5. Click Deactivate to verify.

Reactivate users

When a user account is reactivated, its last login time is set to the current date and time to prevent the user from being immediately deactivated (if a policy is in place to do so for users who do not log into the system within a certain amount of time). See also: Appian Authentication

System administrators can reactivate users from the Admin Console by doing the following:

1. In the navigation menu, go to the Admin Console.
2. In the navigation pane, click Users.
3. In the users grid, view deactivated users by clicking the Inactive or All radio button filter options.
4. Select the users you want to reactivate. The DEACTIVATE button is replaced by a REACTIVATE button.
5. Click the button to reactivate the users. The user is now reactivated and is able to sign in to the system. Users must reset the expired passwords when attempting to sign in.

Unlock users

When a user account is locked according to a password policy (such as having too many failed sign-in attempts within the designated time frame), a banner displays on the Update User dialog for that user.

System administrators can unlock users from the Admin Console by doing the following:

1. In the navigation menu, go to the Admin Console.
2. In the navigation pane, click Users.
3. In the users grid, click the username of the user to be unlocked. The Update User dialog displays.
4. In the banner at the top of the dialog, click the Unlock User link. The user account is now unlocked, and the user can attempt to sign in again.
5. To dismiss the Update User dialog, click CANCEL.

Manage user rights and security

System administrators assign certain rights to a user by making the user a Basic User or a System Administrator.

• All System Administrator accounts have administrative rights (the highest level of rights).
• Rights for Basic User accounts are listed below: Account Rights for Basic Users

To modify a user's type after creating the user, complete the following:

1. In the Admin Console or Users view in Appian Designer, click the username in the Users grid. The Update User dialog opens.
2. Select Basic User or System Administrator from the User Type field.
3. Click Update. The user's rights are updated throughout the system and will take effect when the user next logs in.

Other User Rights

All user actions are verified using access control lists prior to execution. Individual objects can be secured by granting rights to individual users or groups based on group membership and user role maps.

See also: Configuring Security for Groups and User Roles.

Account rights for basic users

As basic users interact with Appian, they are frequently assigned additional roles. These roles are granted the necessary rights to perform various tasks, such as administering the objects they create. Basic users must be given the designer role in order to access Appian Designer.

Preferences

A basic user can select her preferred time zone, language, calendar settings in Tempo by doing the following:

1. Click on the user avatar in the upper right.
2. Click SETTINGS.
3. Select the preferred settings.
4. Click SAVE CHANGES.

System administrators can override these individual settings in the Admin Console.

Alerts

All email and mobile notifications can be configured individually by users. The server administrator can configure email notification settings for the entire site, but each individual user can override these settings for their own account.

See User Notifications Settings for the options available.

Tempo

The following user rights are available to viewers of the Tempo interface:

Ability	System Administrator	Basic User
View public events (events that are not targeted to any specific user).	Yes	Yes
View events targeted to a group the user belongs to.	Yes	Yes
View posts added by users the user is following.	Yes	Yes
Search for posts added by users the user does not have viewer rights to.	Yes	No
Post to his or her followers.	Yes	Yes
Post a comment on any visible feed entry.	Yes	Yes
Send a message to everyone.	Yes	No
Send a message to a user he or she does not have viewer rights to.	Yes	No
Send a message to a Tempo Message Audience Group the user is a part of.	Yes	Yes
Create a task for a user the user does not have viewer rights to.	Yes	No
View tasks assigned to the user or sent by the user.	Yes	Yes
View tasks assigned to other users.	Yes	No
Give kudos to other users.	Yes	Yes
View kudos given to other users.	Yes	Yes
View an action without view rights to the associated process model.	Yes	Yes
Take an action that is in a viewable process model and application.	Yes	Yes
Take an action without view rights to the associated process model.	No	No
Open a case without view rights to the associated process model.	No	No
View his or her own profile.	Yes	Yes
View a profile of a user they do not have viewer rights to.	Yes	No

Add users to groups

Users can be added to a group by navigating to the group in Appian Designer, and clicking Add Members in the toolbar or by configuring a membership rule. See Group Management for more details.

See also

• Group Management
• Modify the User Record Type

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