User credentials guide

You can create credentials for new or existing iMIS records using the User Credentials source. Existing records must not already have User Credentials to create them. You can also unlock User Accounts.

For how to delete user credentials, see Delete action guides.

Complexity

Intermediate

EMS Compatible

Yes

iMIS 2017 Compatible

Yes

Actions

Insert, Insert w/ Matching Help, Update, Insert / Update, Delete

Important! iMIS 2017 is only able to unlock user accounts, not create or delete credentials.

Note: User Credentials are not able to be updated. The Update function is used for locking and unlocking user accounts. However, an alternative method to update User Credentials involves using the Delete Action to delete User Credentials, followed by Inserting new User Credentials.

Create user credentials for an existing ID

When creating user credential for an existing iMIS ID, the ID must have an email associated and must not have credentials already created.

Mapping

Review the following required, optional, and unsupported field mappings.

  • Required
    • iMIS ID - the ID of the user whose credentials are being created.
  • Optional
    • Password - The password to be assigned.
    • Unlock User Account - Used for unlocking (or locking) the user account.
    • Username - The username to be assigned.

Unsupported

The following fields are not currently supported via iDMS and/or the iMIS REST API:

  • Disabled Flag- Whether the user’s account is disabled.
  • Effective Date- Date to start allowing the user to login.
  • Expiration Dates- Date to stop allowing the user to login and expires their account.

Create credentials while inserting a new user

When inserting a new user with credentials, the mappings must include the requirements for a new contact record (first name, last name) and the requirements for creating credentials (email, username, password).

Mapping

  • Required
    • First name - First name of the new user.
    • Last name - Last name of the new user.
    • Email - Email of the new user.
    • Username - Username for the new user.
    • Password - Password for the new user.

Another option for creating credentials on existing records with emails is to enable Allow "Forgot my username" to automatically create user credentials for existing contacts under iMIS Settings > Contacts > Account Management. This is useful in both iMIS EMS as well as iMIS 2017. 

Unlock user accounts in iMIS EMS

The Update action is used for unlocking user accounts.

One use case is to use an IQA Query to find all locked out accounts and use iUpdate to unlock all of them.

iMIS EMS Mappings

  • Match On iMIS ID
  • Map Unlock User Accounts to True/T/Y/Yes/1

Note: Locking User Accounts is not supported at this time.

Unlocking user accounts in iMIS 2017

For iMIS 2017, user accounts are unlocked with the Update action. Use the UserData panel under Business Object Definitions source, then type UserData into the field for Business Object Definition.

One use case is to use an IQA Query to find all locked out accounts and use iUpdate to unlock all of them.

iMIS 2017 Mappings

  • Match On iMIS ID
  • Create a mapping to the Is Locked Out field from UserData with the value 0/F/False/N/No

This is different from iMIS EMS, where you use "1/True" to unlock.