Creating a user using Itron-hosted Azure Active Directory

1. Click Create User.

2. Next to Type, select User.

3. In the Login Details section, enter the user's username in Username.

   Important! If the user already has an Itron Identity account, this must be typed as an exact match to avoid creating a duplicate or E_No_User errors when signing in. A common mistake is entering a user's full email address (for example, joe.smith@itron.com) when the expected value is the User Principal Name (UPN) format (for example, jsmith@itron.com). For more information about sign-in errors, see Common Validation Errors in the Tenant Management Online Help.

   Note: For security purposes, no validation occurs to verify this data is correct.

4. Select itrontotal.com from the Domain dropdown menu.

5. In the Forgot Password section, type the user's email address in Email. This must be typed exactly as it appears in your domain and is formatted as username@website.com.

   Note: For security purposes, no validation occurs to verify this data is correct.

6. In the Employee Information section, complete the following:

   1. (Optional) Enter the employee's identification number in Employee #.

   2. Enter the employee's first name in First Name.

   3. Enter the employee's last name in Last Name.

   4. (Optional) Enter the employee's department in Department.

   5. (Optional) Enter the employee's title in Title.

   6. (Optional) Enter the employee's phone number in Phone.

   7. (Optional) Enter the employee's mail stop in Mail Stop.

7. From the Area field, select the area.

   • % selects all the areas.

   • Any other options pertain to geographic regions and differ by project.

8. Select one or more roles for the user within a program by selecting the checkboxes.

9. (Optional) In the Ignored Notification Types section, select the types of notification emails that will not be sent to the user.

   • Maintenance. Notifications related to Operations Optimizer software upgrades.

   • Data Processing. Notifications when data is loading.

   • Completed. Notifications when task is completed.

   • User. Notifications related to the user.

   • Scoring. Used in Revenue Protection (but not AMI Revenue protection) to display when accounts are being scored.

   • User Error. Displays errors specific to the user.

10. (Optional) In the General Settings section, complete the following:

    1. Display Inactive Accounts. Selecting his option allows the user to see inactive accounts. This is useful if the user is working on the Group Workbench page and trying to locate nearby accounts (Revenue Assurance - Analyze program).

    2. Auto size Widgets. Selecting this option automatically expands and shrinks widgets to the width of the display device. This limits wasted screen space on higher-resolution monitors and shrinks the page to fit smaller screens, such as phones. If this option is not selected, all pages default to 960 pixels wide.

    3. Allow Changing Grid Types. Selecting this option allows the user to switch the query page's grid type from the default table grid (Monthly data only).

11. In the Administrator Settings section, select the privileges you want to grant the user. Typically, users who are assigned to the Analyst role or higher roles are granted these privileges.

    • Interval Widget - Can Manage Project Views. Allows the user to create or delete views at the project level that the user may not have created.

    • Interval Widget - Advanced Tools. Grants access to the advanced features of the Interval widget, such as the Design tab.

    • Query Designer Access - User can modify queries. Allows the user access to the query designer on the Analyze page.

    • Can See Merged Client Data. User can see data from clients other than the primary account for the project. Only Internal Administrators can grant this permission to users.

    Tip: To manage project-level views, both the user and the role must have the required permissions.

12. Click Save to create the user.

    The user has been added to Operations Optimizer software and the Itron-hosted Azure Active Directory, but requires a password reset.

13. Reset the user's Itron-hosted Azure Active Directory password.

    Tip: This functionality is only available to users with Tenant Admin permission in the Itron Cloud Services Platform.

    1. Navigate to portal.itrontotal.com.

    2. Sign in using your credentials.

    3. Verify you are on the wanted tenant.

    4. Complete the Resetting a User Password procedure from the Tenant Management Online Help.

    5. Email the user their temporary password and instruct them to sign in with it.

       When the user signs in with their temporary password, they will be prompted to create a new password.