Directory Services: Using the Accounts Administration Service to Create and Manage Accounts | Information Technology | University of Pittsburgh
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Directory Services: Using the Accounts Administration Service to Create and Manage Accounts

This document is intended for Responsibility Center Account Administrators and explains how to create and manage accounts using the Accounts Administration service.

There are three sections for account maintenance:

Individual Account Functions

To Log into Accounts Administration

  1. Log in to the My Pitt service using your University credentials.
  1. Login to the Accounts Administration service.
    Accounts Administration Link
  2. The Accounts Administration menu will be presented.

To Create a New Person

  1. From the Accounts Administration Menu, click Manage Accounts.
    Accounts Administration Menu
  2. Using the Select User drop‐down menu, select Create a User.
    Manage Accounts Screen
  1. Enter the relevant data for the individual. NOTE: Required fields include: Purpose, First Name, and LastName.

Manage Accounts Person Data

  1. Click Save.
    Highlighted Save Button

To Create an Account for a User

  1. From the Accounts Administration Menu, click Manage Accounts.
    Accounts Administration Menu
  2. Enter the person’s name in the Find User textbox and click Search.
    Manage Accounts Find User Fields

 

  1. Using the Select User drop‐down menu, select the person’s name.
  2. Using the Select Account drop‐down menu, select Create Account.
  3. Within the Account Data tab, select the appropriate Responsibility Center and Sponsor for the account.Account Data Tab
  4. Update other relevant account data including Display Name, Expiration Date, Exchange Enabled, Hide in Global Address List, UNIX, and PORTAL.
  5. To have a username and password automatically generated for the account, click Save.

          Highlighted Save Button

NOTE: To manually create a username or password for the account, uncheck the boxes for Autogenerate Username and/or Autogenerate Password, then enter a Username and/or Password, and click Save.

Username and Password Options
 




Group Account Functions

To Create a Group

  1. From the Accounts Administration Menu, click Manage Groups.
    Accounts Administration Menu
  2. Select the appropriate Responsibility Center. If you only manage one Responsibility Center, your group will be set by default.
    Manage Groups Responsibility Center Drop Down
  3. Within the Create/Modify Group tab, set Select Your Group to be New Group (this is the default).
    Select Your Group Drop Down
  4. Select the Display Name prefix for the group and add the group name. The site will confirm if the chosen group name is available for use.

Display Name Field

You may add an Expiration Date for the group. If you choose to add an expiration date, the group membership will be removed on the expiration date and will be hidden in the Outlook Address Book. The group will be deleted in 30 days. If you do not enter an expiration date, it will exist until you delete the group. Group Comments can also be entered in the text box.

  1. Click Save to save the group.

To Populate the Group with Members

  1. From the Accounts Administration Menu, click Manage Groups.

Manage Groups Responsibility Center Drop Down

  1. Select the appropriate Responsibility Center. If you only manage one Responsibility Center, your group will be set by default.
  2. Within the Create/Modify Group tab, set Select Your Group to be the desired group.

Select Your Group Drop Down

  1. Within the Group Membership tab from the bottom set of tabs, enter a department name, group name, project name, or username, and then click Search.
    Search Field
  2. Select the desired member from the Results field, and then click Add To Group. The selection will be added to the group’s Member List.

        Search Results and Group Member List

  1. Click Save.

To Export the Current Group Membership

  1. From the Accounts Administration menu, click Manage Groups.
    Accounts Administration Menu
  2. Select the appropriate Responsibility Center. If you only manage one Responsibility Center, your group will be set by default.
    Manage Groups Responsibility Center Drop Down
  3. Within the Create/Modify Group tab, set Select Your Group to the desired group.
    Select Your Group Drop Down
  1. Click the Current Membership tab on the bottom set of tabs, and then click the Export Member List Button.
    Current Membership Tab

To Manage an Individual’s Group Membership

  1. From the Accounts Administration menu, click Manage Groups.
    Accounts Administration Menu
  2. Select the appropriate Responsibility Center. If you only manage one Responsibility Center, your group will be set by default.
    Manage Groups Responsibility Center Drop Down
  3. Within the Manage User Membership tab, enter the username for the individual and click the Search button. Select the desired individual and account to display groups within the Responsibility Center.

Manage User Membership Tab

  1. Place a checkmark beside a group to select the individual to add to the group membership.
    Group Name List
  2. Scroll to the bottom of the list and click the Save button.
    Highlighted Save Button

To Delegate Group Management to Another Individual

RC Administrators are entitled to grant others the ability to manage groups within your Responsibility Center. Access can be granted to any primary account holder at the following levels:

  • Responsibility Center: This person can create, manage, and delete groups within the entire Responsibility Center.
  • Prefix: This person can create, manage, and delete groups under the selected group prefix.
  • Group: This person can manage only the selected group. This person cannot create or delete groups unless granted access at the prefix or Responsibility Center level.
  1. From the Accounts Administration menu, click Manage Groups.
    Accounts Administration Main Menu
  2. Select the appropriate Responsibility Center. If you only manage one Responsibility Center, your group will be set by default.
    Manage Groups Responsibility Center Drop Down
  3. Within the Delegate Group/Prefix Access tab, enter the username for the individual and click the Search button. Select the desired individual.
    Username Search Field
  1. Place a checkmark beside the Responsibility Center, Prefix(s), and/or Group(s) that the individual will manage.
    Responsibility Center, Prefix, and Group Management Options
  2. Scroll to the bottom of the list and click the Save button.
    Highlighted Save Button
  3. To view the current delegates of a Responsibility Center, Prefix, or Group, click the Current Delegates button.

Current Delegates Button

 





Bulk Account Updates

To Make Changes to Multiple Sponsored Accounts

  1. From the Accounts Administration menu, click Bulk Account Update.
    Accounts Administration Menu
  2. Select the desired Responsibility Center.
    Responsibility Center Drop Down
  3. To make a change for a specific individual’s sponsored accounts, find the individual using the Select User drop‐down.
    Select User Drop Down
  4. Choose the bulk update operation using the Select Operation drop‐down.
    Select Operation Drop Down

For Expiration Date changes, you will need to enter a new date. For Change Sponsor updates, you will need to select the new sponsor from the drop‐down menu.

  1. Put a checkmark beside the accounts that will be updated. You may also use the Select All button to mark all accounts.
    Account List
  2. Click the Update Selected button.
    Highlighted Update Selected Button