Create and Edit User Accounts

Note:

If Meridian Enterprise Server is also deployed, users and groups may be defined in the Meridian Enterprise Server Administration Console instead. They are then available in Meridian Enterprise if the Use Enterprise server for user management option is enabled as described in Configure the Connection To Meridian Enterprise Server. If Meridian Enterprise Server is not also deployed, use the instructions in this topic.

To apply user accounts in workflow definitions, refer to the AccruentMeridian Enterprise Configuration Guide.

ClosedCreate an Account

To create a Meridian user account:

  1. In Meridian Enterprise Administrator, expand Accruent Users and Groups in the left pane and click Users.

    The existing user accounts appear in the right pane.

  2. On the Action menu, point to New and click User.

    The Create New User dialog box appears.

  3. Type a name for the new user’s To-Do list.

    If this account is for an existing Meridian user, type their name as it appears in Meridian, which is their Windows user name. If this account is for a new Meridian user, this name can be different than the user’s Windows user name. For example, if your organization uses employee numbers for Windows user names, you can type their personal name, which is more recognizable.

  4. Click OK.

    The new account’s Properties dialog box appears.

  5. Click options or type values using the descriptions in the following table.

    User account options
    Page Options

    General

    Type all known information. This information is for reference purposes only.

    Recipient Data

    Optional user information.

    Member Of

    Add the user to the necessary groups as described in Create and Edit User Groups.

    Accounts

    Add the Windows user accounts that are to be associated with this Meridian Enterprise user account:

    1. Click Add.

      The New Account dialog box appears.

    2. Type the user’s Windows user name, regardless of the name that you typed for the user’s To-Do list.

    3. Click OK.

      The name is added to the list of Windows accounts associated with the Meridian user. If the user is located in a different domain than the Meridian server, precede their name with the fully qualified domain name using the syntax <Domain>\<UserName>.

    4. To confirm that you typed the user name correctly, the user exists in the specified domain, and that the account information can be retrieved by the Meridian server, click Check Name.

      A dialog box will show the result.

    5. Add more Windows accounts if this account is for a virtual user and will be used by multiple persons or the user has multiple Windows logon accounts.

    6. Click the Up and Down buttons to move the primary account name to the top of the list.

    Email

    Add the email accounts that are to be associated with this Meridian Enterprise user account:

    1. Click Add.

      The New Email Address dialog box appears.

    2. Type the user’s email address for receiving workflow notifications.

    3. Click OK.

      The address is added to the list of email addresses associated with the Meridian user.

    4. Type additional email addresses if this account is for a virtual user and will be used by multiple persons or the user has multiple email addresses.

    5. Click the Up and Down buttons to move the email address associated with the primary account name to the top of the list.

      Subscription notifications will only be sent to the primary account name.

    To-Do List

    This name was typed in step 3.

    Manager Of

    Select the names of users for whom this user will be their direct manager:

    1. Click Add.

      The Select Users dialog box appears.

    2. Select one or more user names.

    3. Click OK.

      The names are added to the list.

    4. Click OK.

    Note:

    If the user has already been assigned to another manager, they will be reassigned to the current user without a warning.

    Active user

    If selected, the user is considered active and can be selected to manage or participate in workflows. If cleared, the user is considered inactive and cannot be selected to manage or participate in workflows.

    Locked user

    If selected, the user’s account is locked and they cannot log on to Meridian with any client application. This option can be set automatically if the Meridian FDA Module is enabled for the vault and the user exceeds the maximum number of log on retries. For more information, see the Accruent Meridian FDA Module Configuration Guide.

  6. Click OK.

  7. Repeat this task for at least every Meridian user that will participate in workflows.

    Creating a Meridian user account for every Meridian user is recommended but not required.

  8. To group Meridian user accounts together, see Create and Edit User Groups.

ClosedEdit an Account

To edit an existing Meridian user account:

  1. In Meridian Enterprise Administrator, expand Accruent Users and Groups in the left pane and click Users.

    The existing user accounts appear in the right pane.

  2. Choose between two options:

    • Double-click the name of the user account that you want to edit.

    • Click the name of the user account that you want to edit and then on the Action menu, click Properties.

      The Properties dialog box for the selected user appears.

  3. Click options or type values using the descriptions in the preceding table.

    Note:

    Meridian user names can be shown in different formats as specified by the server registry setting UserNameFormat described in HKEY_LOCAL_MACHINE\Software\Cyco\AutoManager Meridian\CurrentVersion\Server\UserDatabase.

    If you change a user name, that user cannot edit their previous redlines because the redlines contain the name of the user who created them.