Edit End User

In this form you can create a new end user or edit the information of an existing end user.

General Details

Fill in the details of the end user. You may choose a password, or click the Generate random password button for SysAid to generate a random password which will then be sent to the end user via email.

SysAid forces users to use passwords that meet the following complexity requirements.
The password must consist of at least eight characters in length and must include three of these four conditions:

• Numbers (0-9)
• Lowercase letters (a-z)
• Uppercase letters (A-Z)
• Special characters (!@#$%^&*()_-)

The Text message field is where you input a mobile phone number to receive text messages from SysAid.

To change the user name, click Update User Name, enter the new name, and click Save.

Note about users imported from LDAP: If you change a user's information in SysAid and then refresh from LDAP, any changes you made will be overwritten by the information pulled from LDAP. Therefore, it's recommended to make changes to users in your LDAP and not in SysAid. The exception to this is fields on the user form that you don't import from LDAP.

Description

This tab offers a number of additional fields where you can record specifics about the individual user.

Helpdesk

This tab shows you a list of service records requested by this end user. It behaves just like the Service Desk list, with the biggest difference being that only SRs requested by this user are shown.

Assets

This tab shows a list of all assets owned by the end user. General instructions for using SysAid lists can be found here.

History

This tab shows a history of changes made to this end user's profile. Click on any version number to see a snapshot of the user's profile at the time of that version.

Chats

On this tab you can see a history of the chats this end user had with the service desk.

Login History

This tab shows login history per computer for this end user. That is to say, every time that this end user logs onto a computer that has the SysAid Agent installed, an entry is added to this table.

My Desktop

The My Desktop tab allows you to assign assets to this user for SysAid My Desktop. Click to open a list where you can select your desired assets. Alternatively, click Auto-Match to automatically assign this user any assets they own or use most. For more information about Auto-Match, please see the My Desktop Guide.

Once assets are assigned to this user, the user can initiate a My Desktop session from the Self-Service Portal.

Group Membership

The Group Membership tab displays a list of all the groups that the end user belongs to. You can add the end user to a group or multiple groups simultaneously.

To add the end user to a group or multiple groups

1. Click New.
2. In the Group list window that opens, select the check boxes corresponding to the group(s) you want to add the admin to.
3. Above the list, click Select.
   

To remove the end user from a group or multiple group

1. In the Group list window that opens, select the check boxes corresponding to the group(s) you want to remove the end user from.
2. Above the list, click Delete.
   

Related Items

The Linked Items table shows you a list of all items related to the end user. Click on any item to open a new window with details for that item.

Items added to this table also appear in the Linked Items table for the related item. For example, if you add an asset to the Linked Items table on an end user, you will see the end-user in the Linked Items table for that asset.

To add linked items

1. Select the type of item you would like to add using the Add a new link, of type drop-down list.
2. Choose the dependency type of the linked item.
3. Click Add. This opens a list of items of the selected type.
4. From the list, select one or more items using the check boxes at the left end of the rows.
5. Click Select to save the selected items. This closes the list and attaches the items.

To remove linked items

1. Select one or more linked items using the check boxes.
2. Click Delete from the list actions.

Fields Available for the End User Form

Following is a complete list of fields available on the End User form. Some of these fields do not appear by default and must be added to this form using the design form icon .