Optix - Modify Existing Users
Modifying Existing Optix Users
- Connect to Optix Server
- Log onto Optix Server as Optix or yourself. (Must be in Optix Admin Group to modify users)
- Login: Optix
- Password:
- Open Optix NtAdmin
- Under Users, select View/Modify User Information
- Select User that you want to modify
- Click OK
- From this screen, you can make several changes as described below
- Login Information:
- Change User Password - IS NOT USED
- Reason - It is not Linked with Active Directory
- If there is an issue with Optix password, try changing network password
- Modifying First, Middle or Last Names
- Account Management:
- Adding Priority
- Donation Processors are only ones with Priority
- Priority reserves a license and non-priority users can’t use it
- # of Priority licenses must be set in Optix.LIC license file
- The license # determines total licenses available
- Three numbers at bottom of file determine # of priority licenses
- Located on Optix Server: C:\Program Files (x86)\Optix Server\local\etc\optix.lic
- Increasing Server Timeout
- Default is 600
- This can be increased per user
- User Information
- E-mail Address has to be entered manually
- Description comes from Active Directory (AD)
- Folder Information
- Not in use at Heifer
- Workflow Profile
- Supervises Group - allows user to view Work Lists of other members of group
- Donation Processing Group = 1029 (Donation Processing Only)
- All DVS Users Group = 1001 (Call Center & Donation Processing)
- Call Center Group = 1027 (Call Center Only)
- Avoid granting this access to non-Heifer staff. It can cause major problems if user doesn’t understand the system
- Groups are listed by name and not by #
