What Are the Steps to follow If a User's Name Changes?

Applies To

• AgilePoint Suite

Summary

What are the steps an administrator should follow if a user's name changes?

All direct references to the username by "active" processes, activities, and tasks should be updated.

Details

If a user account's username is changed, then any "direct" references to that username should be changed also.

• The new username needs to be valid for SharePoint and AgilePoint authentication.
• Any process templates that use the name as a hard-coded participant should be updated and redeployed.
• Any "current" tasks assigned to the old username should be reassigned to the new username using AgilePoint Enterprise Manager. Tasks that are already Complete, Canceled, or Reassigned do not need to be modified.