There are two ways to create a user through the network directory, depending on how the Governance Portal is configured to work with your network.
Note: Your IT system administrator is responsible for the setup and synchronization with the directory. There are settings that need to be established in the Site Settings area of the Governance Portal to use this functionality. See the Governance Portal Installation and Administration Guide for additional information regarding site settings.
Manual User Configuration: Requires you to type in the name of user's domain and network ID instead of creating a password for the user.
Select the Default GRC context from the context menu.
Click the Administration tab.
Select Users from the Security group.
Click Add.
Complete the User form. The User's Name, Email address, Language and Culture Preference, Default Context and NT Account are required fields.
Notes:
The Language and Culture preference determines what language the user will view in the portal. The administrator can update the user and language and culture settings individually or for multiple users via the Multilingual tab. See Select User Language and Culture Settings for more information.
Contexts determine what the user will see when logging into the Governance Portal. See Contexts for details.
The NT Account must include the domain (e.g. CENTRAL\jdoe01).
Click Save.
Note: Click Save & Add to save the user and add another user.
Via Network Directory/LDAP: Requires you to choose a network ID from the directory instead of creating a password for the user.
The LDAP (Lightweight Directory Access Protocol Integration) is a feature that integrates the Governance Portal with the company's directory, allowing users to use their network User ID and password to login to the Governance Portal. When creating a user via LDAP, you are required to choose a network ID from the directory instead of creating a password for the user.
Note: The process for creating a user is different if LDAP has been configured on your Portal. See LDAP Functionality for additional information on this feature.
Select the Default GRC context from the context menu.
Click the Administration tab.
Select Users from the Security group.
Click Add.
Click Select Directory Server User.
Select the Domain from the drop-down list.
Enter the name, email address and/or network ID of the user you wish to add. This information acts as a filter and will narrow your search results.
Click Search.
Note: A list of users containing the entered text will display in the search results.
Click the Network ID of the user.
Complete the User form. The Language and Culture Preference and Default Context is required. The User's Name, Email Address, and Network ID have been populated and cannot be changed.
Notes:
The Language and Culture preference determines what language the user will view in the portal. The administrator can update the user and language and culture settings individually or for multiple users via the Multilingual tab. See Select User Language and Culture Settings for more information.
Contexts determine what the user will see when logging into the Governance Portal. See Contexts for details.
Click Save.
Note: Click Save & Add to save the user and add another.
Select the Default GRC context from the context menu.
Click the Administration tab.
Select Users from the Security group.
Click Import Multiple Directory Server Users.
Select the Domain from the drop-down list.
Enter the name, email address and/or network ID of the user you wish to add. This information acts as a filter and will narrow your search results.
Click Search.
Note: A list of users containing the entered text will display in the search results.
Select the check box next to the user(s) you wish to add, or click Select All to add all available users.
Click Add.
Note: If you are using multiple languages, the added users will use the default system language. The administrator can update the user and language and culture settings individually or for multiple users via the Multilingual tab. See Select User Language and Culture Settings for more information.
Note: Network users can utilize the single sign-on functionality, which allows users already logged into the network to bypass the login page and go directly to the Governance Portal home page. For more information, see the Governance Portal Installation and Administration Guide.
Manual User Configuration: Requires you to type in the name of user's domain and network ID instead of creating a password for the user.
Select Directory Server User.
