User Guide > Create and Edit Objects > Add Users
  

Add Users

You can add users to Axon by manually creating a People object or by bulk uploading People objects. To manually create a People object or to bulk upload People, you must have the Admin or SuperAdmin profile.
Before you can create People objects, you must create the necessary Org Unit objects. You can create Org Units manually or by bulk importing objects. When you add a People object, you may require to configure the Manager property. The Manager property specifies the reporting structure. Ensure that the Manager accounts are available in Axon before you create the People objects.
If your organization uses Single Sign-On, you can link the People facet to an external databases such as LDAP. You can link the Org Unit facet to an HR view. If you link the People facet to an external database, you do not create People and Org Unit objects.

Bulk Upload Users to the People Facet

You can bulk upload a large number of People objects to Axon. Specify data in a Microsoft Excel sheet and upload the sheet to Axon. You must have the Admin or SuperAdmin profile to bulk upload data to Axon.
    1. In the Axon toolbar, click Upload from file from the Create menu.
    Axon displays the Upload from File page. Use the wizard to make choices related to bulk uploading of data.
    2. In the Choose File step of the wizard, download an object template for People.
    3. Configure the following properties in the Microsoft Excel file:
    Field
    Description
    First Name
    Required. First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
    Last Name
    Required. Last name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
    Function
    Job title or role of the user.
    Function Description
    Job description of the role of the user.
    Description
    Description about the user.
    Email
    Required. Email address of the user. Must be unique. Axon sends emails to this address.
    Password
    A password to provide access to the user. The user can change the password later. Not required if you enable Single Sign-On authentication.
    Status
    The status of the user in Axon.
    You can select one of the following statuses:
    • - Active
    • - Inactive
    • - Pending Review
    • - Obsolete
    • - Deleted
    Org Unit Reference
    Required. The reference identifier of the organizational unit that the user is associated with.
    Profile
    Required. A user profile that controls the tasks that the user can perform and the objects that the user can view.
    Select one of the following user profiles:
    • - WebUser
    • - Admin
    • - SuperAdmin
    Office Location
    Office location of the user.
    Internal Mail Code
    Internal office mail code of the user.
    Office Telephone
    Office phone number of the user.
    Mobile/Cell
    Mobile phone number of the user.
    LAN ID
    Network ID of the user.
    LAN ID might be required if you want to enable Single Sign-On authentication.
    If the LAN ID column is empty, you must not map the LAN ID column of the template to any field in the Axon Field column when you perform a bulk upload.
    Employment Type
    Required. The type of employment of the user. Specify whether the employment of the user is external or internal.
    Lifecycle
    Required. The status of the employment of the user.
    You can select one of the following default statuses:
    • - Working
    • - Temporarily Inactive
    • - Pending Deactivation
    • - Left the Company
    An administrator can configure these values. Specify customized values if your organization does not have the default values.
    4. Select the file from your computer and choose to update existing objects or upload new items.
    5. Click Next - Map Columns.
    6. In the Map Columns step of the wizard, map the columns in the Excel file to the properties that Axon supports. In the Column in Uploaded File property, from the menu, you can select the column that is present in the Excel file that you want to map to the Axon field.
    7. To continue with the bulk upload wizard steps, click Next - Start Upload.
    8. In the Upload step of the wizard, review the progress of the upload task. Axon displays a progress bar and a message to indicate the progress of the upload task.

Manually Add Users to the People Facet

You create users in the People facet like how you create other objects in Axon. You must be logged in with an Admin profile to create People.
    1. From the toolbar, click Create.
    2. From the sub-menu, click People under Organizational.
    3. Configure the following properties in the Summary tab:
    Option
    Description
    Email
    Email address of the person. Must be unique. Axon sends emails to this address.
    Password
    Optional. Provide a password. The user can change the password later. Not required when using Single Sign-On
    Confirm
    Repeat the password.
    Profile
    User profile assigned to the person. The object is always saved with the WebUser profile, regardless of the value that you select here.
    Note: To change the profile after you save the object, open the object in Edit mode and select a different profile value.
    Axon Status
    Status of the object.
    First Name
    First name of the user. Specify the name as it is recorded in the LDAP directory of your organization.
    Last Name
    Last name of the user. Specify the name as it is recorded in the LDAP directory of your organization.
    Description
    Other relevant information about the user. Axon displays this information in the About Me section.
    Org Unit
    Organization unit that the user is associated with.
    Function Name
    Job title or role of the user.
    Function Description
    Job description of the role of the user.
    4. Click Save & Close to save the user details.