Managing Users

Purpose/Overview

This article explains how to manage users in Irth through the User Summary and User Details pages. Depending on your permissions and user configurations, you can add, modify, enable/disable, or reset users. You’ll also learn how to generate user reports, assign folders, and schedule or delete time off.

Navigation Path:

To access this feature: Utilisphere > System Management > Administration > General > Users 

Things to Know:

• User Types:

  • Email Only User: Receives notifications/alerts only; no platform access. (Example: Executives, stakeholders)

  • Online User: Full access to view, edit, and act within Irth.

  • Reference Only User: Used for callback numbers in Auto-Processing or Positive Responses; no platform access. (Example: External locators)

• Disabled users cannot log in until re-enabled.
• Adding a user automatically sends them an email with login instructions.

TABLE OF CONTENTS

• Add Users
• Modify Users
• Enable/Disable Users
• Generate User Summary Report
• Include/Exclude Disabled Users
• Reset a User’s Password
• Select Folders for a User
• Schedule or Delete Time Off

How It Works:

When you create a new user, the system automatically sends them an email with their username and a login link. First-time users must create a password.

Add Users

1. From the User Summary screen, select the type of user to add.
   

2. Complete the fields on the Add a User screen and click Add. Note: The system emails the new user their login details.
   Email Only User Example:
   

Modify Users

1. On the User Summary screen, click the user’s name.

2. On the User Detail screen, click Modify this User.
   

3. Update the fields as needed and Save at the bottom of the Modify a User screen.
   

Enable/Disable Users

1. On the User Summary screen, click Enable/Disable Users.
2. Search or filter to find the user(s).
   
3. Check the box next to the user(s).
   
4. Click Enable or Disable at the bottom of the screen.
   

Generate User Summary Report

1. On the User Summary screen, click Generate User Summary Report.
   
2. In the Group dropdown, select the groups you want to view and click View Report to display results.
   

Include/Exclude Disabled Users

1. On the User Summary screen, select whether to include or exclude disabled users. The screen reloads with the appropriate view.
   

Reset a User’s Password

1. On the User Summary screen, click the user’s name.
   
2. On the User Detail screen, click Reset Password for this User.
   
3. On the Reset Password screen, click Reset. Note: The system emails the user a link to change their password.

Select Folders for a User

1. On the User Summary screen, click the user’s name.
   
2. On the User Detail screen, click Select Folders for this User.
   
3. Check the boxes for the folders the user can access and click Save.
   

Schedule or Delete Time Off

Schedule Time Off

1. On the User Summary screen, click the user’s name.
   

2. On the User Detail screen, under Scheduled Time Off, click Days.
   

3. On the User Schedule Details screen, click +Add Time Off.
   

4. Enter: all of the necessary information, including Start Date, End Date, Reassign All New Items To, and Reassign Open Items To. Then click Save.
   

Delete Time Off

1. On the User Schedule Details screen, find the entry and click Delete.
   

2. Click Save.
   

Questions?  Contact us!