Summary

This article describes how to create and add users to a tool in Enterprise Manager.

Table of Contents

Enterprise Manager
- Create a Tool
- Add Users to the Tool

Through the Enterprise Manager you can create tools related to Query Workflow and Billing. Query Workflow tools allow for the automation of the query review and approval processes. Billing tools can be used to extract metrics from the system in order to account for usage.

Enterprise Manager

Before creating a query workflow or starting a new billing process, a new tool must be created and users must be given access to the tool. The tool functions as a container for the query workflow or billing tool.

Create a Tool

In the navigation menu, select ‘Enterprise Manager.’
Select the trial from the list of file directories.
Select ‘Add Tool’ from the list of available actions.
Give the new tool a name and description.
For the Type select:
- ‘Workflow’ if creating a query workflow
- ‘Billing’ if creating a billing tool
Click the ‘save’ button.
The new tool will be added to the list of tools for the trial.

Add Users to the Tool

Click the check box beside the tool that was just created.
Select ‘Add Users’ from the list of available actions.
Enter the usernames of those who should have access to the query workflow tool.
Leave the check box beside ‘Also add to related workgroups’ checked.
This workgroups property is used for other tools unrelated to query workflow and billing, so it does not affect these tools.
Click the ‘save’ button to continue to the next form.
Select the roles that the newly added users should have.For Query Workflow, Admins can create and change processes in the workflow while users can only move items through the process. For Billing tools, Admins can create and configure billing contracts while users can only run them.
Click the ‘Add’ button.
Return to the Desktop.

Those with the correct privileges now have access to the newly created tool.