User management
- 14 Feb 2025
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User management
- Updated on 14 Feb 2025
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You can link each employee record to a user record. While employee records are assigned to organizational units, user records are associated with roles. Roles control the actions users can take and the data they can access.
To view details for a user record:
From the application left navigation area, select Administration.
From the top navigation bar, select User Management.
Select the username, last name, or first name of a user record.
The detail view for a user record includes the following sections:
User Information—Set the assigned role, authentication methods, and default settings such as language, currency, and time zone.
Notifications—Configure email notifications that are sent to the user.
Report Templates—Select a default proposal template that is available to the user's assigned role. For details, read Role management.
Employee Information—Link to the associated employee record.
Address Information—Address associated with the employee record.
Organization Units—List of organizational units associated with the employee record.
Create a user
From the application left navigation area, select Administration.
From the top navigation bar, select Employee Management.
Select an employee record from the list.
Select Create User on the employee record entry in the list.
On the user record detail page, enter information for the user account:
User name—Enter a unique name.
Language—Select the preferred user language. The system will create a user session using this language.
Role—Assign a role to the user account. You can assign only one role to each user. For details, read Role management.
User Status—Set the user status. Only Active users can sign in to the system.
Auth Provider—Select Local or Hana Cloud Platform (HCP), or SAP Cloud Platform IDP authentication service. For details, read Single sign-on (SSO).
External ID—Enter the ID of the user in the CRM system.
ERP ID—Enter the ID of the user in the ERP system.
Assign License—Set to YES. Users without a license cannot sign in. For details, read License Management.
Approved domains
For enhanced security, you can set up a system check for domains. If enabled, this check requires that the domain values of user account email addresses in Zilliant CPQ match a list of approved domains. Users with an email address whose domain is not approved cannot sign in to CPQ.
Work with your Zilliant representative to set up and maintain your list of approved domains.
Note
Zilliant eCommerce does not have a domain restriction.
Enable approved domains for users
To enable the requirement for approved domains in user accounts:
From the application left navigation area, select Administration.
From the top navigation bar, select Master Data Management.
Scroll or search to locate Setting Boolean and select it from the list.
Select Enables Domain Whitelist in MX.
Set the Setting Value Boolean switch to YES.
New user notification
When a new user is created, the system sends an email with the user’s login name, generated password, and link to the application.
You can configure the template for the notification email. For details, read Email notification templates.
Mass update
Administrators can perform a mass update of user preferences and parameters by following these steps:
From the application left navigation area, select Administration.
From the top navigation bar, select User Management.
Select user entries from the list.
Select Mass Update
.On the page that appears, use the left side to adjust settings. The right side of the page shows the users that will be impacted by the changes.
.User sign-in data
Administrators can view sign-in information for each user by following these steps:
From the application left navigation area, select Administration.
From the top navigation bar, select User Management.
Select the Logins sub-tab to view and adjust a chart that displays sign-in details for each user, for a specified period.
Note
You can export the following data as a comma-separated value (CSV) file:
Number of times each user signed in
Session duration for each user
Usage information
Administrators can view and export information about the number of accounts, opportunities, leads, quotes, or agreements created by each user by following these steps:
From the application left navigation area, select Administration.
From the top navigation bar, select User Management.
Select the Usages sub-tab to view and export information about created accounts, opportunities, leads, quotes, or agreements, for a specified period.
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