User Manager

PolicyTech offers several options for adding and managing users. You will need to choose the option or combination of options that makes most sense for your organization.

Adding Users One at a Time

You can create PolicyTech users one at a time by entering information in the New User form in User Manager. See Adding a User Manually for details.

Importing and Syncing from an Existing User Database

If your organization already has a database containing user information, you can use that information to create users and keep user information up to date in PolicyTech. The most common user information databases are network directories, such as Microsoft^® Active Directory^®, and accounting and human resources databases. The process for getting the information out of a user database and into PolicyTech typically goes as follows:

• Export the information from the user database as a tab-delimited file.
• In PolicyTech, map the PolicyTech user information fields to the corresponding fields in the tab-delimited file.
• Import the tab-delimited file into PolicyTech.

You can either perform each step in the process manually whenever you feel it is necessary, or you can set up the process to run automatically on a specific schedule. See Importing and Syncing Users from Another Database or Automated User Synchronization.

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