Add users

You can add users to Alfabet by adding them manually as described below. Users can also be added via the data capture functionalities.

Go to Account Management > User Administration. Click New > Create New User and fill in the fields:

• First Name: Enter the user’s first name. You may enter up to 128 characters.
• Name: Enter the user’s family name. You may enter up to 128 characters.
• User Name: Enter a name that the user must enter when logging in to Alfabet. Because the user name required for login is not case-sensitive, the user name will be saved to the database in upper-case letters.
• Phone: Enter a telephone number where this user can be reached.
• Enforce Password Change: If you select this checkbox, the user must change their password during the first login. The checkmark will automatically be removed from the Enforce Password Change checkbox after the user has changed the password. This is only relevant for users that are managed in Alfabet and login to Alfabet via standard login. This not relevant for users whose passwords are managed by single sign-on or Windows sign-on.
• Type Select NamedUser . Every user of the type NamedUser must be assigned at least one user profile.
• Is Alfabet-Managed User: Set the checkbox if the user should log in with use name and password. Clear the checkbox if user login should be managed by a single sign-on mechanism.
• User Profiles: Assign at least one user profile to the user. Depending on the user's responsibilities, you can assign more than one user profile. The user profile will determine the functionalities and views that a user can see as well as whether they have read-only vs. read/write permissions to the objects they see. Click here to see an overview of available user profiles
  • The Portfolio Admin user profile is for superusers who are responsible to complete administrative tasks. They have exclusive access to views that are required for user and account management, data import, administrative jobs, and configuration and have read/write permissions to all data in the repository regardless of object authorization.
  • The Portfolio Manager user profile is for users who are responsible to input, maintain and analyze data relevant for IT portfolio management. Users can view all assets in the repository and have read/write permissions to all assets that they have authorized access to via the authorized user or authorized user group definition.

    authorized user

    An authorized user has primary responsibility to maintain the data for an object. Typically this is the user that has created the object. The authorized user as well as members of authorized user groups have write permissions to objects they are responsible for.

    authorized user group

    An authorized user group is a set of users that have been granted write permissions to an object. More than one authorized user group may be specified for an object.

  • The Application Manager user profile is for users who are responsible for capturing and maintaining data relevant for application portfolio management.
  • The Technology Manager user profile. is for users who are responsible for capturing and maintaining data relevant for technology portfolio management.
  • The Portfolio Analyst user profile is for users who are interested in seeing up-to-date analytics about the IT portfolio in order to understand the most business-relevant questions and make informed strategic decisions. Users can view all business questions and have read-only access permissions to all assets in the repository.
  • The Resource Manager user profile is for users that are responsible for maintaining the data relevant offered and requested resources in order to manage the availability and consumption of skills by organizations, teams, and projects.
  • The Team Member user profile allows users who are specified to provide skills and resources to manage those tasks and their timesheets.
• User Groups: Select the user groups that the user shall belong. A user assigned to a user group has read/write permissions to the objects that are associated with the user group. Click to learn more about access permissions via user group authorization.
• General User Permissions:
  • Can Execute Batch Jobs: Select the checkbox if the user may execute batch utilities designed to access the Alfabet database in stand-alone or remote mode. Access to batch utilities should only be allowed for administrators.
  • Exclude from Anonymization: Select the checkbox if the user should be excluded from any data anonymization actions.
• Password Expiration Date: Enter an expiration date for the password. The user’s password will expire on this date and the user will need to define a new password to access Alfabet.
• Email: Enter the user's email address.
• Email Notification Language: Select the language to be used for the text messages in automatically-generated email notifications. The default language is English.