User data can be entered manually or configured to pull automatically from LDAP server. In non-LDAP configurations, to add a user click New, enter required and desired data in applicable text box, select or deselect appropriate status and then click Commit. Values for the Role, Group, and Location, and Company fields can be selected from a pull down menu to the right of each field, or entered as free text. The menus are populated with all previous unique values in that field. Before a user is added, the system will check for properly formatted e-mail addresses, and duplicate e-mail and full names, and warn, but allow. It will also check for full names with forbidden file system characters and require edit. User will be warned if entries exceed size limits and then have option to edit. To modify user data, click on user name, edit data and click Commit. Usernames cannot be edited.

For LDAP configurations, new users except those with third party status, can only be added through LDAP. Click on Update to force refresh from LDAP server. All required fields must be tied to LDAP. All optional fields can be configured to LDAP fields or allow for manual entry. Where manual entry is permitted for certain fields, the process is the same as it is for modifying regular users.

Third party users are always manually entered. When a third party user is added, an e-mail welcome message can be sent automatically to them if a standard message has been created by the System Admin. After clicking on commit, a panel will open with the standard welcome message and space to customize the message. Click on OK to send or Cancel to abort. If welcome e-mail is sent, it will be followed by an e-mail with the user’s password. Only the System Admin can access the button to edit Third Party Welcome message

If configured this way, all third party users will become de-activated after a set period of time, unless action is taken to extend the period. The default maximum period is 90 calendar days, but this is configurable. When a third party user is created, the initial activation period will be set at the configured maximum. This can be changed before hitting the commit button by manually entering a new date or selecting from the date picker. If a date beyond the maximum is selected, an error message will appear after commit. The de-activation date can be changed at anytime by selecting the user, editing the date (as long as maximum is not exceeded), and committing. Users can be de-activated immediately by selecting them, clearing the de-activation date and then committing change.

De-activated users can’t log on to VPC, although their settings will otherwise remain the same for possible re-activation. They will show in gray in admin User panel list, show on Group and Zone Admin user lists, but otherwise not be visible. If the user is part of a group, all actions performed for the group, such as permissions and access to proposals will be done as well for the de-activated user in case it is re-activated. When a third party user expiration date passes, an e-mail will be sent to System Admin.

When a third party user is selected from the list the Send Welcome button is activated. Any admin can use this to resend welcome message and password e-mails to the selected user.

Only system admin or zone super admins can delete users, or modify user passwoods after they have been set. Zone super admins can only modify passwords for users in their zone. Need to confirm before users are deleted. When the users text box is selected and hit a letter key, the list will scroll to the user name beginning with that letter.

System Admin can select a user and click on Remove from all zones to remove zone access from all zones for the selected user. There will be a warning. No change will be made to proposal access or permissions.

Can filter user list by Role, Group, Location, Company, and any combination thereof. Select filter icon to the right of applicable text box, and select value from pull down menu. Repeat for multiple criteria. Click on filter icon again to de-select. Click on copy icon in user list to copy to another location, and click on print icon to print list.