Workbench User Management

Abstract

Product: Workbench

Workbench User Management

Creation of Workbench users is a task only available to designated Infinite team members.

• If you are a client and need access into Workbench, please complete the Workbench Certification course.

• If you are an Infinite team member and need access into Workbench, contact your manager for guidance on the current process.

• If you are an Infinite Business Partner, contact your Infinite contact for guidance on the current process.

Process

Add a Workbench User

1. Select Admin → Administer Users.

2. Select Actions → Add user.

3. Complete the Add user window with the details and privileges of the new user.

4. Select Save.

Edit Workbench Users

1. Select Admin → Administer Users.

2. Select Actions → Edit existing user.

3. Complete the Add user window with the details and privileges of the new user.

4. Select Save.

View the details of a User

1. Select Admin → Administer Users.

2. Select the View user information binoculars icon for the user.

3. The user information window opens. Select Close.

Enable Two Factor Authentication

Updated Release 18.04.30. Two factor authentication is only available for users with the Privilege level Self Service. When two factor authentication is enabled, the Workbench users are required to answer security questions after their password is authenticated to log in to Workbench.

1. Select Admin → Administer Users.

2. Select a user and select Actions → Edit existing user.

3. Select Yes to Enable Two Factor Authentication.

4. Select Save.