Transformation Manager creates a user account during the installation process, and assigns this user to the System Administrator role. This default System Administrator initially creates user accounts, as well as organizations and groups. You cannot delete the default System Administrator user.
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Users Who Can Perform These Tasks: System Administrator, or System Administrator role |
PlateSpin Transformation Manager allows you to track the following information for users:
Full Name: Specify a first and last name for the user. Names can contain only letters, numbers, and the following special characters: space, hyphen, underscore, apostrophe, percent, ampersand, comma, and period.
Email Address: Specify an email address for the user that is unique in the PTM system.
Phone Number: (Optional) Specify a contact phone number for the user.
Password: Specify a password for the user account in the PTM system. Type it again to confirm. The password length must be a minimum of 5 characters. After you set up a role for the user account, send the initial password to the user. The user logs in with the initial password, and then sets their preferred password.
NOTE:Passwords are local to the product. They are stored securely in the PTM database.
Scope: Specify whether the user’s privileges apply at the system or organization level in the PTM system. After the user’s scope is set, it cannot be modified. Organization scope is used only for users in a Dashboard Viewer role for their organization’s projects.
Membership and Access: The following tabs allow you to view or manage the user’s access to information in the transformation environment. Some options might not be available, depending on the user’s assigned role.
All Roles
System (Add, Remove)
Organization (Add, Remove)
Project (Add, Remove)
Wave (Add, Remove)
Batch (Add, Remove)
Group Membership (View, Add, Remove)
In the Web Interface toolbar, select Users.
Select the Users tab.
In the Users list, double-click the user, or select the user and click View.
In the View User dialog, view the User and the Membership and Access information.
Click Close.
In the Web Interface toolbar, select Users.
Select the Users tab.
Click Create.
In the User pane of the Create User dialog, specify the following information for the user account:
First and last name
Email address
Phone number (optional)
Password and Confirm Password
Scope (System or Organization)
Click Save to create the user account instance and enable the Membership and Access pane.
In the Membership and Access pane, define the permissions and roles assignments for the user account.
Click Save.
Click Close.
In the Web Interface toolbar, select Users.
Select the Users tab.
In the Users list, double-click the user, or select the user and click Edit.
In the Edit User dialog, view or modify the User information or the Membership and Access information.
If you modified information, click Save.
Click Close.
A System Administrator can change the password for any user account. A non-administrator user can change the password associated with the user account assigned to them.
The user logs in with the initial password sent to them by the System Administrator, and then sets a preferred password. The new password is stored, and takes effect the next time the user logs in for a session.
In the Web Interface toolbar, select Users.
Select the Users tab.
In the Users list, double-click the user name, or select the user name and click Edit.
In the Edit User dialog, type the preferred password, then type it again to confirm the change.
Click Save.
Click Close.
When you remove a user, the roles and permissions set up for the user are automatically removed.
In the Web Interface toolbar, select Users.
Select the Users tab.
In the Users list, select the user and click Delete.
Click Yes to confirm the deletion, or click No to keep the user.