The Users tab in Job Management provides a view of all users who currently have access to the Job Management system. Membership is sourced from registered portal groups in ArcGIS Portal.

Add Users

To add users, update the group membership in the Portal, then sync Job Management to reflect those changes.

New users added to the group through the portal are assigned the role of Worker. To change user role, see Edit Users.

When a user is added to a registered portal group in ArcGIS Portal and a sync is performed, the system enrolls them in Job Management. As part of enrollment, the system checks the user's existing permissions and assigns a role accordingly:

•Users with version management rights: Retain their existing portal role. No additional assignment is made.

•Users without version management rights: Are automatically assigned the JobM_UserRole custom role, which grants the permissions required to work in Job Management.

Sync with the Portal

The Users tab must be synced manually to reflect membership changes made in ArcGIS Portal. Use the Sync button to pull the latest portal group membership into Job Management.

To sync users:

1.Open Job Management tab from the toolbar.

2.Select Groups.

3.Click Sync.

After syncing, the system displays a notification listing any users who were added or removed as a result of the sync.

 

Remove Users

To remove users, update the group membership in the Portal, then sync Job Management to reflect those changes.

The effect of removing a user depends on whether they remain a member of any other registered Job Management group.

•User removed from one portal group but still a member of another portal group registered with Job Management: The user is removed from the affected group in Job Management. Any jobs assigned to the user in that group are set to unassigned. Their access through the other group is unaffected.

•User removed from all Job Management groups or deleted from the portal entirely: The user is removed from all Job Management groups. All jobs assigned to the user across every group are set to unassigned.

You can reassign affected jobs to another user.

 

View Users

The Users tab lists all users currently enrolled in Job Management. For each user, you can see:

•Their name and portal account

•Their user type (Supervisor or Worker role)

•The groups they belong to

•Whether they are currently active or inactive

Edit Users

User type and active status can be configured within Job Management independently of portal group membership.

In a two-level hierarchy group, an administrator can assign or update the supervisor or worker role for a user across the entire system.

To edit a user:

1.Open Job Management from the toolbar, then select Users.

2.Open the context menu for the user and select Edit.

3.Update the User Type if required:

oFor groups using a two-level hierarchy: select Worker or Supervisor.

oFor groups using a single-level hierarchy: the user type is fixed as Worker and cannot be changed.

4.Set the user's status to Active or Inactive as needed.

5.Click Save User.

Setting a user to Inactive prevents access to Job Management features without removing the user from the portal group.

You can also review the groups a user belongs to from within the Edit panel.