Manage Users

As a Mart Portal, you can add or delete users, and reset passwords. Before adding users, it is necessary to understand the available user types.

To add users, follow these steps:

  1. Go to Application Menu > Users.
    The Users page appears.

    You can filter the list of users based on user type. Click the User Type arrow and select the required type.


  2. Click Add User.
    The Add User page appears.

  3. Click the User Type arrow and select the type of user that you want to add.
    User TypeDescriptionAdditional Information

    Server User

    Indicates a user that is authenticated by the credentials provided in erwin Mart Portal

    This is an application-level user. There are no database-level users in erwin Mart Portal.

    Windows User

    Indicates a user that is authenticated by the local Windows network

     

    DM Windows User

    Indicates a user that is authenticated by the local Windows network

     

    Group User

    Indicates a Windows user group

    This means that all users that are part of the selected group can access Mart. To log in as a Group User, use your Group User's email ID.

    Azure AD User

    Indicates a Mart user that is authenticated by the Azure Active Directory network

     

    Azure AD Group

    Indicates a user group that is authenticated by the Azure Active Directory

     

    SAML Group

    Indicates a user group that is authenticated by the configured SAML provider

    erwin Mart Portal is certified for SAML with:

    You can also use any other SAML supported identity provider.

  4. Based on the user type, enter values to the following fields:

    Field Description Additional Information

    Username

    Specifies the name to use to login

    This field applies to Server and Windows users.

    Password

    Specifies the password of the user.

    This field applies to Server users.

    A password must fulfill the following criteria:

    • Contains at least 1 lowercase character
    • Contains at least 1 uppercase character
    • Contains at least 1 number
    • Is minimum 6 characters in length
    • Is maximum 130 characters in length

    Apart from the above criteria, special characters are optional.
    Display Name

    Specifies the name that is displayed in case you want a specific name to be displayed

    		  

    Email Address

    Specifies the email address associated with the user account

     
    Confirm Email Address

    Specifies the email address again to confirm

    This field applies to Server and Windows users.
    User must change password at next logon Specifies that the users get a change password screen when they log in next time to Mart Admin This field applies to Server users. This is an optional field.
    Load type option

    Specifies whether all or partial groups are loaded in the user groups list

    This field applies only to erwin Mart on premises for a Group User

    • Partial Load: Selecting this option loads groups in the Group Name field based on the search keyword.

    • Full Load: Selecting this option loads all available groups in the Group Name field.
    Group name

    Specifies the group name to which a user belongs

    This field applies only to erwin Mart on premises for a Group User

    LDAP file upload option Specifies a list of users (for example, LDAP users) in the CSV format This field applies only to erwin Mart on Cloud for a Group User.
    Group Users

    Specifies the identifier of the group that you want to add

    This field applies only to Group users.

  5. Click Save. The user account is added, and an email is sent to the user.

    Ensure that SMTP settings are configured.

To delete users, do one of the following:

  • In the users list, click and then click Delete.

  • Select multiple users and click on the actions bar.

When a user is deleted, the models and objects that the user created are retained.
You cannot delete the user that is currently logged in.

To reset server user's password, select the required users and click and then click Reset. Enter a new password and click Reset.

  • If you have configured an SMTP server for emails, new passwords are generated and sent to the registered email address.

  • In the absence of an SMTP server for emails, the password is reset to the password that you enter on the Reset Password screen. No email is sent automatically.

  • In the absence of an SMTP server for emails, if users forget their passwords, they cannot use the Forgot Password link on the Login Page. Use this option and reset the passwords manually.

If you enter an incorrect password five consecutive times, your account will be locked for five minutes (300 seconds) by default. You can change the time for which the account stays locked. For more information, refer to the Log In to erwin Mart Portal and Configure Settings topic.