User actions in EAM

User actions in EAM

Dernière mise à jour: 2023-09-27 18:00

Table of contents

How to create an account in EAM?
How to approve an account request in EAM?
How to remove (disable) an account in EAM?
How to restore an account in EAM?
How to change the user type to Access Manager in EAM?
How to change the user type to Authenticated User in EAM?
How to change the user type to Manager in EAM?
How to change the user type to Administrator in EAM?
How to reset the password of an account in EAM?
How to view the accounts of all participants to an own project of the own organization in EAM?
How to view the accounts of all participants to all projects of own organizations in EAM?
How to view the accounts to own projects in EAM?
How to view all accounts to all projects of all organizations in EAM?

How to create an account in EAM?

Completing the user profile and becoming an Authenticated User

Go here to learn how to complete the user profile and how to become an Authenticated User.

Adding and provisioning an EAM account

Go here to learn how to add and provision an account.

Requesting for approval of an account without grants

At this stage you can already request for approval of this provisioned account. Therefore, select the Edit button in the Actions column.

Click on the Request approval button.

When you return to the My accounts page, you will notice that the status has changed to Approval in orange.

The Access Manager will be notified of your request via e-mail. You will have to wait now for the Access Manager to take action. This can take multiple hours. Upon confirmation the Account state will change to Approved.

ATTENTION: An account without grants, even approved, does not allow for much action. The most important thing is that at the Access Manager's side you are known to the EAM system and should be visible in the list of users within the organization.

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How to approve an account request in EAM?

An Authenticated User is not able to carry out this action.

How to remove an account in EAM?

Completing the user profile and becoming an Authenticated User

Go here to learn how to complete the user profile and how to become an Authenticated User.

Adding and provisioning an EAM account

Go here to learn how to add and provision an account.

Deleting an account

If desired, you can delete an account in Draft state. For this, you need to return to the My Accounts page. Search for the relevant account and click on the arrow of the Edit button first and then select the Delete option.

ATTENTION: Once an account approval request has been granted and features the status Approval, the Delete option is not available anymore.

Selecting the Edit button opens the account page for managing grants. If no grants are shown, no grants are to be managed. Added grants can only be viewed.

Once in Approval State, an Authenticated User can't delete the account anymore. You need then to contact your Access Manager for further action, e.g. to disable the account.

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How to restore an account in EAM?

An Authenticated User is not able to carry out this action.

How to change the user type to Access manager in EAM?

An Authenticated User is not able to carry out this action.

How to change the user type to Authenticated User in EAM?

Completing the user profile and becoming an Authenticated User

Go here to learn how to complete the user profile and how to become an Authenticated User.

Return to Table of contents

How to change the user type to Manager in EAM?

An Authenticated User is not able to carry out this action.

How to change the user type to Administrator in EAM?

An Authenticated User is not able to carry out this action.

How to reset the password of an account in EAM?

An Authenticated User is not able to carry out this action.

How to view the accounts of all participants to an own project of the own organization in EAM?

There is currently no concept "own project"

How to view the accounts of all participants to all projects of own organizations in EAM?

An Authenticated User is not able to carry out this action.

How to view the accounts to own projects in EAM?

There is currently no concept "own project"

How to view all accounts to all projects of all organizations in EAM?

An Authenticated User is not able to carry out this action.