I’m looking for a way to change the email addresses of system users via a business process.
My task is to update all users' email addresses in our dev environment so they don’t receive emails during testing.
I tried several objects that include "user" in their names, but most didn’t have an email field. The one that did—"User/Role (view)"—didn’t actually update the email.
Any idea how to accomplish this? Which object contains users' email addresses?
If you want to assign a new role for the system user, please navigate to System Designer → Organizational roles.
In this section, you can set up any existing role for the system user or create a new role and add the user to it.
Or you can navigate to System Designer → System users. In this section, you need to select the user and switch to the Role tab. In this tab, you can add organizational or functional roles to selected user.
You can find more information regarding your question here:
hi guys i have an error in ssms when i add user as a local then add a log in user then when i execute in iis its appear an error say's that user id error?? any help
1) How is it possible to perform password import from Excel? When I add a column 'Password' to the Excel file import doesn't start.
I would like to import users, set some default password (the same for everyone or equal to username). Is it possible to do with Import, Process or SQL script?
2) How is it possible to send invitation email to all portal users imported from Excel? Can any Business process do that?
I cannot imagine how to make this manualy for hundreds users
As for importing the passwords, yes, it is possible. However the column cannot be named "Password". If you name the column in the Excel file "Passwd" or something other than Password, you can import the passwords. Also useful to check the box for reset password so they're prompted to change it from the default on first login.
You'll also need to import to Users in Roles to add them to All employees role as well, last I checked that doesn't happen automatically from an import of users.
As for an email of some kind, I don't recall if you can use a signal in a process for a record added to SysAdminUnit, however, you could do it from a signal from a record added in Contact where a SysAdminUnit record exists (with a Type=4) and trigger a process from that (since importing the user will also create the contact). I believe that would work, although I've not tried it.
As for importing the passwords, yes, it is possible. However the column cannot be named "Password". If you name the column in the Excel file "Passwd" or something other than Password, you can import the passwords. Also useful to check the box for reset password so they're prompted to change it from the default on first login.
You'll also need to import to Users in Roles to add them to All employees role as well, last I checked that doesn't happen automatically from an import of users.
As for an email of some kind, I don't recall if you can use a signal in a process for a record added to SysAdminUnit, however, you could do it from a signal from a record added in Contact where a SysAdminUnit record exists (with a Type=4) and trigger a process from that (since importing the user will also create the contact). I believe that would work, although I've not tried it.
However, the one thing you can't do from an import of users, is set their license. You'll have to do that manually after the import.
It's not so bad though, in the System Users section you can select all the imported users and then select "Grant license" from the Actions menu. You can also do it in the License Manager (add multiple users to a license at once)
We have a creatio instance with around 100 users, who in order to authenticate use the Creatio authentication. This users are set in specific organizational and functional roles, with access rights applied to them.
We will do a sync with Active Directory through LDAP for the same 100 users, so that the users use LDAP authentication to log in to Creatio and not Creatio authentication?
1-Will these cause any duplicates with the existing Contacts ?
2- Should we deactivate the licenses of the existing users before doing the sync with AD ?
During synchronization with LDAP is checked table SysAdminUnit (table section Users), so when you synchronize the new user will be created.
You can re-bind the contact with an SQL query and then delete the new contact.
The connection to the table of contacts in SysAdminUnit is made by the ContactId column.
Also, by checking the SysAdminUnit table, if the system already has a user bound to a contact, we cannot create another user bound to an occupied contact.
If users were previously synchronized over LDAP and they have an LDAP element, the system should not generate new contacts/users.
In a process I need to publish some articles or info regarding some specific contacts in Customers. Those are specifically to one contact in the account.
I get the contact id, but don't know how to get the id of the user that belongs this contact to could add permissions to the article in the knowledge base,
In general - it is not possible. Theoretically you can read the system administration object and get the contact id. Anyway that will not help since the processes do not work with table that stores users due to security reasons.
Instead you can use the change rights element and grant the rights for employee. It allows to work with user contacts. The rights are assigned to the users through their contacts, so you can select the required contact and assign the necessary rights.
With the "contactID" you read on "System users (view)" where Contact = contactID, in the result record the Id is the "user Id" you can use later to assign permission to read the article.
I understand what you expose, but I check it and works fine, I check the permissions in the article and are as I need, also the user connect to portal and can read the article
It will help to standardize the above, recognize the logged in user session and auto redirect - Especially the different behaviors between #1 and #4. Users could very well bookmark URL #1 and lose the advantage of session tracking.
Yes, the behavior you've described is an out-of-the-box behavior and our core R&D team has a task to enable proper redirects in case the user has an active session in a web browser and tries to reach the links mentioned above. I will let them know about your idea so to prioritize the task for them.
Thank you for helping us to make the application workflow better!
We do not recommend you to delete the system users such as Mandrill from the application since they are connected to other system entities and deleting of them can cause errors. If you don't need this user now, please deactivate it instead by unchecking the checkbox on system user's page.
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