In order to use ProblemTracker, every user must log in as a registered user. ProblemTracker allows you to enter users and distinguish between internal users and external users like customers or partners. The access rights and privilege of each user is determined by the user groups that they are a member of. ProblemTracker performs licensing checks based on the number of users. Once the number of users licenses purchased is reached, the system will inform you of this condition and not allow additional users.
System Defined Users
ProblemTracker has 3 pre-defined users. These users all serve a special purpose and are not counted towards the number of users you have licensed. You cannot remove or modify these users:
Adding A User
To add a user, click on the User Administration button in the ProblemTracker Administrator, and then click on the Add User button. A dialog appears that allows you to enter information about the user and add the new user. The fields presented are:
Editing A User
After adding a user, you can edit any of the values in the user record by locating the desired record in the User Administration page, and then clicking on the Edit button.
Removing A User
You can remove a user by locating the desired record in the User Administration page, and then clicking on the Delete button.
Deleting a user will not affect your existing records. However, before deleting a user we would recommend that you reassign any records currently assigned to that user to TBD or some other user in the system. You can search for all records assigned to the user by using the Query function. And, you can use the Edit Results operation from the query results page to reassign all records at once, rather than individually editing each record.
Restoring A User
You can restore a previously deleted user by clicking on the Add User button with the User Administration page. Type in the user id of the previously deleted user as well as any other information you would like to include (first name, last name, email, etc.) and click OK. You will prompted that a deleted record exists for that user name, then click on the Restore User to activate the existing record.
Selecting A Default User
You can select a user to be designated as a default assignee for all problems that are reported (added) by locating the desired record in the User Administration page, and then clicking on the Default button.
As of ProblemTracker 3.1, the option described above can be overridden by setting the State Manager of the default state (for each product) to a value other than TBD. By setting the State Manager of the default state (e.g. Reported) for each product, you can have a per-product default assignee (rather than one default assignee for all products).
In future releases, the default assignee option in the User Administration page will be removed. A single default assignee for all products can be achieved by using the same State Manager for the default state of every product. All default assignees for any state transition will be determined by the State Manager assignments in the Workflow. This includes the default add state (e.g. Reported) when a problem report is initially entered into the database.
Definition of Users by License Type
For all licenses (both static and floating) only one user may be logged in to ProblemTracker per license. A static license is defined as one user account (user ID) for each license purchased. Only one user can login to the system with this particular user ID. A floating license is defined as up to 10 user accounts for each license purchased. Only one user per floating license can login to the system at a particular time. Others who try will be denied access until a floating license user logs off (clicks the Logoff icon).
Static licenses are typically used for users who regularly use ProblemTracker and therefore must be guaranteed access at any time (can never be denied access because too many users are already logged in). Floating licenses are typically used for infrequent users if it is acceptable that they may not be able to login to the system some of the time (as all floating licenses may be in use). For more details on licensing including your License Agreement and the number and type of license(s) you have, please run the License Manager.
Managing Users within License Limits
If you attempt to add more users than are allowed by your license(s), ProblemTracker will notify you that you have reached the maximum number of users for your license type. If you have both static and floating licenses, the error will tell you which license type has reached its limit. You will need to delete a user before you are allowed to enter a new user.
Assigning User Groups
You can assign each user to user groups by locating the desired user record in the User Administration page and the clicking on the Edit Groups button. Use the Add and Remove buttons to add or remove the user from a particular user group.