Enterprise Archive allows you to add users in the following ways:

Note

You must have Administrator privileges to create an Enterprise Archive application user.
All user attributes except the user's email ID can be edited by the administrator for both ingested users and Enterprise Archive users.
User's email ID can only be edited through participant data ingestion or by import action. Ensure that the identity ID (used in the .CSV file while importing the user information) match the email ID of Enterprise Archive user.

Creating a New User

To create an Enterprise Archive user:

Select the Administration tab.
Click Users in the workspace for Administration.
Click Add User in the Users pane.

Type the details described in the following table in the Add User window:
Table 3: Add User - Fields

Fields	Description	Mandatory Fields
Login field to use	Select the login field as Employee ID or Email	Yes
Employee ID	The employee ID of the user.	No
Role	Select the role for the user. Important Enterprise Archive does not allow users to change their Roles from the Edit User window and Permissions from the Edit Role window.	Yes
First Name	The first name of the user.	Yes
Initials	Initials of the user, such as Mr, Mrs, or Miss.	No
Last Name	The last name of the user.	Yes
Title	The job title of the employee.	No
Email	The email ID of the employee.	Yes
UC Address	Enter the UC Address.	No
Department	The department in which the employee works.	No
Division	The division in which the employee works.	No
Company	The company name of the employee.	No
Building	The name of the building where the employee works.	No
Area	The area or the locality name of the employee's office.	No
City	The city where the office is located.	No
State	The state to which the City belongs.	No
Country	The Country to which the State belongs.	No
Office Phone	The office phone number of the employee.	No
Secondary Office Phone	The secondary phone number of the employee, if any.	No
Home Phone	The residential phone number of the employee.	No
Cell Phone	The mobile phone number of the employee.	No
Other Phone	Any alternate phone number where the employee can be contacted.	No

Note

If the user selects the Login field to use as Employee ID , then the Employee ID field is mandatory. If the Login field to use is selected as Email , then the Employee ID field is not mandatory.

Click Submit to create an employee. The Enterprise Archive application creates a new user and the new user is listed in the Users panel.
The new user receives an email with log on credentials on the Email configured in the Add User page.

Creating a User from Participants List

Enterprise Archive allows you to add a user from Participants list. To add a user from the Participants list:

From the Users page, click Select from Participants. You can select multiple participants from the list.
Select the participant you wish to add as a user.
Note
- The Hide User buttons hide the existing users from the list.
- A participant is disabled either due to insufficient participant information or if the participant is already a user. The following details are mandatory to promote a participant as a user:
  - Employee ID
  - First Name
  - Last Name
  - Email
- Adding users managed in an external repository is possible only by setting up SSO with the tenant.
Select the role type to be assigned to the participant from the Select Role Type drop-down.
Click Add.

A success message is displayed if the participant is added as a user.