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# Users

This topic describes how to manage users in shared spaces and workspaces.

In this topic:

## User architecture

Users can be created from within a workspace or shared space. In both cases, the user is a space-level entity. At creation, a user must be assigned a role in at least one workspace.

Users cannot be unassigned from a workspace that they've been assigned to. A shared space or workspace administrator can only deactivate users in a shared space or workspace, but not remove them. This is designed to ensure historical data integrity and auditability.

A user deactivated at the shared space level is deactivated in all its workspaces. For details, see Deactivate users.

## User details

This section describes accessing the Users grid, viewing a history of user attributes, and configuring the user details box.

To access the Users grid:

1. Open the global menu and select Administration > General Settings.

2. Select a shared space or workspace.

3. Select the Users tab.

Tip: You can filter the list of users by role, workspace, and other fields, by clicking the Filter button .

To view a view history of user attributes:

1. In the Users grid, select a user.

2. In the user's details view, select the History tab.

### Configure the user details box

When you hove over a user's avatar, a popup opens displaying essential user information, such as their contact details and team.

You can configure the information displayed in the details box or disable the box from displaying.

To configure the user details box, use the USER_DETAILS_BOX_OPTIONS and USER_DETAILS_BOX_ENABLED parameters. For details, see Configuration parameters.

## Add users

This section discusses defining new users directly in OpenText Software Delivery Management. If your organization uses LDAP, users are defined in the LDAP system, then imported to OpenText Software Delivery Management. For details, see Set up LDAP.

Users can be added either at the space level or at a workspace level. Space users can be included as users in its workspaces.

To add users:

1. Open the global menu and select Administration > General Settings.

2. Select a shared space or workspace.

3. Select the Users tab.

1. Choose one of the following:

   - To define a new user that does not exist at the space level, click the + Add user button.

   - If you are in the workspace settings, and user already exists at the space level, click the Include space users button.

2. Enter the user's information.

   - If you specify a Login name, the user enters this name to log in. If no login name is specified, the email address is used.

   - Login names and emails must be unique across all workspaces and spaces.

   - The new user information includes a new password for the user. Passwords must be at least 8 characters long and contain one capital letter, one lowercase letter, and one number or symbol. You or the user can change the password later.

3. Assign roles to the to the user.

   In the shared space settings, for each role that you add, select the workspaces in which the user is assigned that role.

   For details, see Roles and permissions.

4. Click Add.

   If you added a new user in the workspace settings, the user is also added to the space users list.

5. To modify an existing user's details, open a user in the Users grid and edit the details.

   You can edit your own user details in the same way. To change your own Login name, ask another admin to change it for you.

## Deactivate users

Deactivating a user removes them from the user selection list. Items that are already assigned to a user remain assigned to the user after they are deactivated. The deactivated user has a (deactivated) label appended to their user name.

Users can be deactivated at the site, space or workspace level. While a user is active on at least one workspace, they can still log in and they still consume a license.

Users can be reactivated at the same level at which they were deactivated:

- If a user was deactivated in a workspace, he can reactivated only in the workspace settings.

- If a user was deactivated at the shared space level, he can be reactivated in the shared space settings.

System emails are not sent to deactivated users.

If you reactivate a user, all existing settings for the user are restored.

The Deactivated column in the grid shows which users have been deactivated.

Icon | Details
--- | ---
| The user is deactivated at the current level. The user can be reactivated from the current space or workspace.
| The user is deactivated at a higher level (shared space or site). The user can be reactivated from the shared space or site.

To deactivate a user:

1. Open the global menu and select Administration > General Settings.

2. Select a workspace or shared space .

3. In the Users tab, select one or more users, and click Deactivate.

   To reactivate a user, click Activate.

4. Click Yes to confirm.

## Map users to SCM users

For analysis of SCM commits, identify which users perform the commits and map each user to their SCM user. This enables you to analyze the commit information with tools such as widgets and filters.

If you set up an integration with a CI server that works with a source control management (SCM) system, changes committed to the SCM system are tracked. For details, see Track commits to your SCM system.

If the email address defined for a user is identical to the one defined for an SCM user, the users are mapped automatically when changes they commit are discovered.

Make sure that your SCM system is configured to share commit authors with your CI server. For example, in the Jenkins GIT plugin, set the option User commit author in changelog.

Otherwise, map the users manually.

Users can also map themselves to unmapped SCM users listed in the Commits tab. This does not require admin permissions. For details, see Track committed changes in the Commits tab.

To map a user to an SCM user:

1. Open the global menu and select Administration > General Settings.

2. Select a shared space .

3. In the Users tab, click in the SCM users cell of a user.

4. Do one of the following:

   - Select from the list of SCM users known from previous commits.

   - Click Add New to add an SCM user. Provide the SCM user's username and email address for identification.

## See also

- Teams
- Set up SSO authentication
- Roles and permissions

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