Users and user groups

You create and manage users and user groups with features installed with theUnica Platform

Before you work with other users, verify that the Region setting preference for your own Unica Plan user matches the default locale of your installation. The installation default locale is defined by the defaultLocale property under Settings > Configuration > Unica Plan. For details on creating users and user groups, setting user preferences, and assigning application access, see the Unica Platform Administrator's Guide.

After you create users, you assign them to a user group that has an appropriate level of access, such as PlanUserRole or PlanAdminRole. This process authorizes users to access Unica Plan.

Note: The roles PlanAdminRole and PlanUserRole are Platform-specific roles for Unica Plan.

After you create users and user groups, you must synchronize the Unica Plan user tables with the Unica Platform user tables. This step assigns the default Unica Plan security policy roles to the users.See Synchronizing users.

Note: After creating Platform-specific roles for Plan, when you synchronize users, the users are denied access and a corresponding error is seen. The synchronize activity does not extract roles from Platform and create them in Plan. It also does not give any user access to Plan even if they are assigned a "custom role" in Platform that is associated with either "Plan Admin" or "Plan User" role/status. Additionally, these roles are not updated properly in the in the UAP_Roles table(s). They are saved as an ID value for either Plan Admin or Plan User and not the "custom role" from Platform.

If you do not see the users that you expect, or if users receive an error when they log in, make sure that the user group has application access rights to Unica Plan. Next, make sure that you synchronized the user tables.