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Configuring the People PickerLocate this document in the navigation structure

Use

The Universal Worklist (UWL) provides users with the People Picker functionality to search for users, roles and groups in the portal User Management Engine (UME). You use the People Picker in various scenarios involving people, for example:

  • Creating a task - to choose the task assignee

  • Forwarding a task - to choose whom to forward the task to

  • Creating a substitution rule - to choose the substitute

You can also use the User Management Engine (UME) functionality to configure companies to enable users from more than one company to work together and use the UWL in a common portal. When you configure company properties in the UME, the UWL People picker searches for users, roles and groups in UME and additionally apply restrictions to filter results based on company and company related settings.

To use the Companies functionality you have to configure the user management engine to support companies.

For more information about configuring companies in UME, see Configuring Delegated User Administration Using Companies .

The general case is that if the logged user belongs to a specific company, he or she can search for users, roles, and groups in the same company only. However, there are exceptions to this restriction that are useful for administrators and company representatives:

  • To grant users the rights to search in all companies assign the UWLSearchUnrestricted UME action to the respective user that needs to perform search.

    For more information, see Administration of Users and Roles.

  • Search results can include users, groups, and roles from companies different than the one of the currently logged user given that the users listed are Contact for Company <name of company> of the logged user.

    To make a certain user a Contact for Company <name of company> for any other company, you need to add a custom attribute in their user profile and fill in a value corresponding to the respective company name. The attribute name needs to be Contact for Company. You create this attribute just once for the user profile. Next, you enter one or more companies that the user will be a contact for. To enable users to be contacts for more than one company, use multiple values for the Contact for Company attribute. Separate the companies with a comma ",".

    For more information on user profile attributes, see Adding Custom Attributes to the User Profile .

Following are the specific restrictions for each search type.

Search by a User

  • A guest user performing a search by user will get an empty results list

  • A user from Company A , for example, can see in their results list only users from the same Company A

  • A user from Company A can see in their results a user from Company B only if the user from Company B is a Contact for Company A

  • A user having the UWLSearchUnrestricted action assigned can see users from all companies

Search by a Role

  • A guest user performing a search by role will get empty results list

  • A user from Company A gets a results list with all roles that have assigned users from Company A . Roles that have no users belonging to the company of the currently logged user are excluded from the result list

  • A user from Company A gets a results list with a role that has user B from Company B assigned only if user B is a Contact for Company A

  • A user with the UWLSearchUnrestricted action assigned can see roles with assigned users from all companies

Search by a Group

  • A guest user performing a search by group will get empty results list

  • A user from Company A gets a result list with all groups that have assigned users only from Company A . If certain group has one or more users belonging to different company, then this group is excluded from the search results

  • A user with the UWLSearchUnrestricted action assigned can see groups with assigned users from all companies