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You are here: Home / Request Tracker / Request Tracker 4.0 / Administration / Adding or Modifying a User's Account

Adding or Modifying a User's Account

In Pathology Data Systems, Request Tracker (RT) is configured so that users may access it only if they have an active account. This page describes how to (1) create a new account, (2) modify an existing account, and (3) disable or re-enable an account. If you do not have sufficient privilege to perform these tasks, you will not be able to select the relevant option from RT's menu.

Creating a New Account

With sufficient privilege, you can follow these steps to create a new account in Request Tracker (RT).
  1. Log into RT.
  2. Click ToolsConfigurationUsersSelect.
  3. Look through the list of accounts to make sure the user you wish to add is not already on file.
  4. Click the Create hyperlink located at the top right of the page.
  5. Fill in the form according to the instructions in the User Account Fields table below.  At the very least, you must populate the Username, Email, and JHED ID fields and check the Let this user be granted rights (Privileged) box.  Any less will result in the user not being able to access RT or the account not being created at all.
    Create a User Account
  6. After all required fields have been populated, be sure to click the Create button at the bottom of the page.  (Do not confuse that button with the Create link at the top right of the page.  If you click that one by accident, you will need to start over.)
  7. After the account is created, some new options will appear at the top right of the screen, including Basics, Memberships, History, and RT at a glance.  Click the Memberships link.
  8. The resulting page has two sections:  Groups the user is member of (check box to delete) and Groups the user is not member of (check box to add).  Check the box(es) in front of the group name(s) to add the user to a group or remove them from a group.  Once you have checked all the necessary boxes, click the Update button at the bottom right of the page.  (The RT System Administrator should provide you with a list of group memberships that are appropriate for you to select.)
    RT Group Memberships
  9. To add another user, click Users → Create at the top right of the screen.

Modifying an Account

With sufficient privilege, you can follow these steps to modify an existing account in Request Tracker (RT).

  1. Log into RT.
  2. Click ToolsConfigurationUsersSelect.
  3. Click on the JHED ID of the account you wish to modify.  (You should NEVER attempt to modify the 'root' account.)
  4. Change the field values according to the instructions in the User Account Fields table below.  Do not change the value in the Username, the Email, or the JHED ID field.
  5. After you have made all necessary changes, be sure to click the Save Changes button at the bottom of the page.
  6. To change the group memberships for the account, click the Memberships link at the top right of the page.
  7. The resulting page has two sections:  Groups the user is member of (check box to delete) and Groups the user is not member of (check box to add).  (See image above.)
  8. Check the box(es) in front of the group name(s) to add the user to a group or remove them from a group.  (The RT System Administrator should provide you with a list of group memberships that are appropriate for you to select.)
  9. Once you have checked all the necessary boxes, click the Update button at the bottom right of the page.
  10. To select another user, click the Users link at the top right of the page.

Disabling an Account

With sufficient privilege, you can follow these steps to disable an existing account in Request Tracker (RT).  Once disabled, the user will not be able to access RT.

  1. Log into RT.
  2. Click ToolsConfigurationUsersSelect.
  3. Click on the JHED ID of the account you wish to disable.
  4. Uncheck the Let this user access RT and the Let this user be granted rights (Privileged) boxes in the Access Control section.
  5. Click the Save Changes button at the bottom of the page.
  6. To select another user, click the Users link at the top right of the page.

Note that once an account has been disabled, although it is still available in RT, by default, it is no longer displayed in the list of users.

Re-Enabling an Account

 With sufficient privilege, you can follow these steps to re-enable an existing account in Request Tracker (RT).  Once re-enabled, the user will regain all rights and privileges that were present before the account was disabled.

  1. Log into RT.
  2. Click ToolsConfigurationUsersSelect.
  3. Because disabled accounts do not automatically appear in the listing, you must explicitly search for the account.  To do so, use the Find all users whose... form at the top left of the page.  You can search by name (i.e., account ID which is the same as the JHED ID), e-mail address, real name, and many other things.  By default, RT assumes you wish to search by name (i.e., JHED ID).  To search using a different value, select a different entry in the first drop-down.  Next, enter the value you're looking for (a partial value is okay) in the box next to the matches drop-down.  Check the Include disabled users in search box, and press Enter.  If you entered everything correctly, you will be taken to the user modification screen.  Otherwise, you will see the message "No users matching search criteria found," and be allowed to try again.
    Selecting a Disabled User
  4. Check the Let this user access RT and the Let this user be granted rights (Privileged) boxes.
  5. Click the Save Changes button at the bottom of the page.
  6. To select another user, click the Users link at the top right of the page.

User Account Fields

Section
Fields
Identity
  • Username - Enter the person's JHED ID.  Do not use an alias, and do not change this value after the account has been created.
  • Email - Enter the person's permanent e-mail address.  Unless absolutely necessary, it's best not to change a person's e-mail address in RT.
  • Real Name - Enter the person's full name.
  • JHED ID - You must enter the person's JHED ID in this field.  If it is not entered here, they will not be able to log into RT using their JHED credentials.  Do not change this value after the account has been created.
  • You may also populate the Nickname, Language, and Extra info fields if you wish.
Access Control
  • Let this user access RT - This box should already be checked, but if it is not, check it.
  • Let this user be granted rights (Privileged) - Make sure this box is checked.
  • Do not enter a value in any of the password fields because RT is configured to use JHED authentication.
Location
  • Organization
  • Address1
  • Address2
  • City
  • State
  • Zip
  • Country

Populate these fields with the person's work address.

Phone Numbers
  • Home
  • Work
  • Mobile
  • Pager

Populate these fields with the phone numbers you have available.

Custom Fields
  • Division
  • Department
  • Job Title
  • Manager
  • Fax

These custom fields have been added to RT, which is which is why, for example, the Fax field does not appear in the Phone Numbers section.  Fill them in with the appropriate values.

Comments about this user
There is no specific need to populate this field.

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