I don’t know how else to put this so allow me to be blunt, and I will apologize up front for seeming overly passionate here. User management in PX doesn’t work. Unlike in Gainsight CS, user fields are locked. You cannot modify the user’s name or email without, as support informed me, creating a new user account and transferring ownership to the new account. This is beyond frustrating considering names and emails change all the time. You get married and want to have your new name reflected in PX? New account! Someone misspelled your email address and need it fixed? New account! You went through an email migration and now have a different domain in your email address? You guessed it, new account! Oh and it gets better. A new account means you have to go through the account activation flow all over again. So that means another welcome email sent to your users and another password being created that may or may not be used. And don’t forget after the user activates a new account you cant just get rid of the old one you have to transfer ownership of reports and dashboards, otherwise that user has to redo all their work. Rather than doing all that wouldn’t it be easier if we could just, you know, be able to edit the fields?
Okay now that my rant is over here is what I would like to suggest:
- Establish a unique identifier that is not the email address. ← From my conversations with support that I am lead to believe email address is what you are using as the unique identifier.
- Allow admins to edit the email, first name, and last name fields. ← Again names and emails change all the time for various reasons.
- Allow admins to decide if a welcome email should be sent out. ← If you are using an IDP then you may not want these to go out.
- From the user management page allow admins to reset a password and/or require password reset on next sign in. ← For those who allow users to log in via password
- On the topic of passwords allow the admin to set a password policy.
- Being able to bulk create users would also be nice or better yet allow for just in time provisioning from the IDP.
I’ll stop here this is already borderline a novel. Bottom line please fix user management in PX. Creating a new account for everything is not sustainable, causes unneeded confusion with the users, and makes managing users painful.