Users

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Who Is a User?

A user (formerly known as contact) is an individual who serves as the single point of communication on behalf of a customer. For example, a user can handle entitlements for a specific customer. This differentiates users from vendor users, who are software vendor employees that are responsible for performing various tasks in the Sentinel EMS vendor portal or using the Sentinel APIs.

You can create users for customers and then generate entitlements for them. All emails related to an entitlement are sent to the specified user. Users may handle entitlements using the Sentinel EMS customer portal, or they may simply receive email notifications about these entitlements.

Standard User Versus Administrator User

Most users are defined as standard users. A standard user can work only with the entitlements to which they have access and can perform operations such as license activation for these entitlements. A standard user may or may not be associated with a customer.

If needed, you can create a user with administrative rights for a specific customer. For example, if you want a user to be able to manage cloud licenses on the Sentinel EMS customer portal for User-Based Licensing * or Machine Accounts *, you must specify the User Type as Administrator when creating the user.

A customer's administrator user can access all the entitlements, downloads, and activations of the associated customer, as well as manage product-to-user associations*, machine accounts* and users using the Sentinel EMS customer portal. For more information on the functions that a customer's administrator user can perform through the customer portal, see the Sentinel EMS Customer Portal User Guide.

Prerequisites for Creating a User

A role that includes Customer Management permissions. At minimum, you need the Add permission. For details, see Roles.

User Status

The Status attribute for a user can be one of the following:

>Enabled: The user can log on to the Sentinel EMS customer portal.

>Disabled: The user is blocked from logging on to Sentinel EMS customer portal.

Creating a User

You create a customer's user from the Users page.

To create a user:

1.From the navigation pane, select Customers > Users to view the Users page.

2.Click the Add User button.

3.Fill in the user attributes.

4.Click Save.

User Attributes

The following table explains the attributes that are used to create a user:

Attribute	Description	Required/Optional	Valid Values
Market Group	(Displayed only if the logged-in vendor user is associated with more than one market group. ) The specific market group to which the user belongs. A user can work with catalog elements and entitlements only from its own market group. How does Sentinel EMS decide which market groups are available and which market group to assign automatically? The list of displayed market groups depends on the currently logged-in vendor user. >If the logged-in vendor user belongs to more than one market group, a list is displayed containing those market groups. You can select the relevant option. >If the logged-in vendor user belongs to only one market group, then the system automatically assigns that market group to this user, and this attribute is not displayed on this page. >If the logged-in vendor user is not assigned to a market group, then a "default" value is assigned, and this attribute is not displayed on this page.	Required	Any market group in the list if a list is displayed.
User ID	Unique identifier of the user.	Required	>Alphanumeric >Special characters supported: _ (underscore) >6 to 100 characters >3 to 100 characters for SSO users
Identity Provider	Name of the identity provider that manages this user's identity and authentication processes when accessing your application or service. If more than one identity provider is available, select the relevant option from the list. Otherwise, Sentinel IDP is used by default and is displayed as read-only. If you select an identity provider other than Sentinel IDP, you must also set External ID.	Required	Sentinel IDP or your own identity provider.
Email	Email address of the user. The email address is used to: >Receive email notifications >Log on to the Sentinel EMS customer portal if the Password is defined	Required	>Unique across all vendor users, users, and channel partner users existing in Sentinel EMS. >A valid email address >Up to 100 characters >Cannot contain: spaces and \ () [] : ; “ <> >Cannot start with a '.' >Cannot contain double .. >Cannot contain double @@
Password	Password the user uses to log on to the Sentinel EMS customer portal. If you specify an Identity Provider other than Sentinel IDP, this field is automatically disabled.	Optional	> 8 to 30 characters >At least one lowercase character (a-z) >At least one uppercase character (A-Z) >At least one number (0-9) OR special character (! @ # $ % ^ & * ( ) _ - + = , .)
Name	Name of the user.	Optional	>Alphanumeric >1 to 100 characters >Cannot contain: ( )
User Type	Type of user: >Standard: A standard user can work only with the entitlements to which they have access and can perform operations such as license activation for these entitlements. If the user manages entitlements that are activated using a Sentinel HL or SL key, select Standard. >Administrator: A customer's administrator user can access all the entitlements, downloads, and activations of the associated customer, as well as manage product-to-user associations, machine accounts and users using the Sentinel EMS customer portal. If the user manages entitlements that are activated using a CL key, select Administrator.	Required	Standard OR Administrator
Customer	Customer to associate the user with. Start typing and select the customer from the list of suggestions. If the relevant customer is not available in the list, click Add Customer. For more details, see Creating a Customer.	>Required if User Type is Administrator >Optional if User Type is Standard	>Alphanumeric >1 to 500 characters
Customer Identifier	Unique identifier for the customer. Automatically displayed when you select a customer.	Required when a customer is defined.	Read-only value for the selected customer
External ID	External reference identifier that uniquely identifies the user in an external system.	Required only if the user belongs to an Identity Provider other than Sentinel IDP. Otherwise, you can use this field as needed.	>Must be unique across users >Alphanumeric >0 to 60 characters
Additional Attributes
Ref ID 1	Reference identifier that identifies the user in an external system.	Optional	>Alphanumeric >0 to 100 characters
Ref ID 2	Reference identifier that identifies the user in an external system.	Optional	>Alphanumeric >0 to 100 characters
Phone	Telephone number of the user.	Optional	0 to 100 characters
Language	Display language for the user. Select a language from the available languages to specify a language other than English. Automatically generated emails (for example, entitlement certificate, license certificate) are sent to the user in this language. Also, when the user logs on to the Sentinel EMS, the pages displayed are in the selected language.	Required	The options displayed depend on the language packs installed for Sentinel EMS.
Company Website	URL of the company website	Optional	A valid URL
Billing and Shipping Address Attributes Billing Address
Street/PO Box	Street address or the post office box details of the user for billing statements (for example credit card statements).	Optional	0 to 100 characters
City	City of the user.	Optional	0 to 30 characters
State/Province	State, province, county, territory, or other any other regional information required for this address.	Optional	0 to 30 characters
Country	Country of the user.	Optional	0 to 30 characters
ZIP Code / Postal Code	ZIP or postal code of the user.	Optional	0 to 20 characters
Use as Shipping Address	>Select Yes to use the same address for both billing and order shipment. > Select No to expand the pane and specify a different Shipping Address for receiving orders.		Yes OR No

Actions for a User

The following table lists the actions available for users:

Action		Description
	Edit	Updates information for an existing user. Note: >It is mandatory to update the password whenever you update the user email address to enable the user to log on to the customer portal. >When you update the user email address, it is recommended to delete the existing user and create a new one with the required email address to avoid any errors. Before deleting the user, you must disassociate it from all entitlements and activations. >You cannot change the associated market group if the user is associated with a customer. >If you modify the market group for a user that is not associated with a customer, all associated entitlements and activations for that user will automatically be updated to that market group. >You cannot update the User ID for a user. >You cannot update the Identity Provider for a user.
	Disable	Prevents the user from logging on to Sentinel EMS.
	Enable	Re-enables a user that is marked as disabled, enabling the user to access Sentinel EMS.
	Delete	Deletes a user. You can delete a user for whom no entitlements or activations have been generated.