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HP Touchpoint Manager - Managing Users in HP Touchpoint Manager

Use the following information to manage users in HP Touchpoint Manager.
Can I see a list of current HP Touchpoint Manager users?
Yes. On the HP Touchpoint Manager dashboard, select Users.
Figure : Opening the Users menu
Opening the Users menu
There are two types of users: IT administrators and Employees.
Figure : User information screen
User information screen
  • IT administrators - can add users, delete users, and edit user profiles. There is no limit to the number of users who can be managed with an HP Touchpoint Manager account.
  • Employee users - can view their own enrolled devices, edit their own user profile, and reset their own passwords.
How do I verify user information?
An IT administrator can verify information for enrolled users. Use the following steps.
  1. On the HP Touchpoint Manager dashboard, select Users.
    Figure : Opening the Users menu
    Opening the Users menu
  2. Enter an Employee user’s email address in the Search box.
    Figure : Searching for a user
    Searching for an Employee user
  3. Click or tap the email address or search icon. The company name, user name, and device information are displayed.
How do I add users?
An IT administrator can add a single user, add multiple users, or import a list of users or import users from Azure Active Directory (Azure AD).
  1. Use one of the following methods to open the Add Users screen.
    • On the HP Touchpoint Manager dashboard, select Users.
      Figure : Opening the Users menu
      Opening the Users menu
    • On the HP Touchpoint Manager dashboard under Quick Links, select Add Users.
      Figure : Opening the Add User menu
      Opening the Add User menu
  2. Select Add Users, enter the user’s email address, and then select the default grouping. These are not required fields. If no information is provided, then a generic user is created (for example, User 1).
    Figure : Adding a user screen
    Adding a user screen
  3. To add a single additional user, select Add another user.
    To import a list of users, select Import List or Import from Azure AD.
  4. Select one of the following payment methods.
    • To use previously purchased subscription keys, select Submit.
    • To add a previously purchased subscription key, select Click here to enter a subscription key.
    • To be billed with the credit card that is on file for the HP Touchpoint Manager account, select Checkout.
    A confirmation screen is displayed that shows the number of users successfully added. The IT administrator can either send email invitations to users with email addresses on file who need an HP Touchpoint Manager account or download a .CSV file with a list of PIN codes that can be used by a user to automatically activate the account and enroll a device.
How do I add multiple users?
An IT administrator can import a list of multiple users or import users from Azure AD.
Importing a list of users
Use the following steps to create a list to import multiple users.
 note:
Before importing a list of users, add subscription keys to the account and have a sufficient number of “seats” available.
  1. Open a text editing program, such as Notepad.
  2. Format each line item as follows: User Name, User Email, User Group, Device Group.
  3. For each user, start a new line, and then repeat Step 2.
  4. When you are finished adding users, save the file as users.csv.
  5. To import the user list, use one of the following methods to open the Add Users screen.
    • On the HP Touchpoint Manager dashboard, select Users.
      Figure : Opening the Users menu
      Opening the Users menu
    • On the HP Touchpoint Manager dashboard under Quick Links, select Add Users.
      Figure : Opening the Add User menu
      Opening the Add User menu
  6. Select Import List.
    Figure : Import a list
    Importing a list
  7. Select the .csv file that you created, and then follow the on-screen instructions.
  8. To view a list of the imported users, select Pending Users.
  9. Select the user accounts to be fully activated. You can also modify the user account grouping.
  10. To be billed with the credit card that is on file for the HP Touchpoint Manager account, verify the entries for accuracy, and then select Submit to add the users. Or you can use previously purchased subscription keys by selecting Click here to enter a subscription key, and then selecting Submit.
    A confirmation screen displays showing the number of users successfully added.
  11. The IT administrator can send email invitations to users with email addresses on file who need an HP Touchpoint Manager account, or download a .CSV file with a list of PIN codes that can be used by a user to automatically activate the account and enroll the device.
 note:
Before importing a list of users, add subscription keys to the account and have a sufficient number of “seats” available.
Importing users from Azure Active Directory (Azure AD)
An IT administrator can import multiple users from Azure AD to allow users to sign in to HP Touchpoint Manager using their Azure AD credentials.
 note:
Before importing a list of users, add subscription keys to the account and have a sufficient number of “seats” available.
Use the following steps to import a list of multiple users from Azure AD.
  1. To import the list, use one of the following methods to open the Add Users screen.
    • On the HP Touchpoint Manager dashboard, select Users.
      Figure : Opening the Users menu
      Opening the Users menu
    • On the HP Touchpoint Manager dashboard under Quick Links, select Add Users.
      Figure : Opening the Add User menu
      Opening the Add User menu
  2. Select Import from Azure AD.
  3. Enter your Azure AD login credentials, select Grant Access, and then follow the on-screen instructions.
  4. To view a list of the imported users, select Pending Users.
    HP Touchpoint Manager detects instances where an HP Touchpoint Manager user email address matches an Azure AD email address and merges the matching email addresses.
     note:
    Do not attempt to use Microsoft Live credentials with HP Touchpoint Manager. While a Live ID will work with Azure AD, Azure AD does not authenticate Live IDs, which means that you cannot use that ID to log into HP Touchpoint Manager.
  5. Select the user accounts to be fully activated. You can also modify the user account grouping.
  6. To be billed with the credit card that is on file for the HP Touchpoint Manager account, verify the entries for accuracy, and then select Submit to add the users. Or you can use previously purchased subscription keys by selecting Click here to enter a subscription key, and then selecting Submit.
    A confirmation screen displays showing the number of users successfully added.
  7. The IT administrator can send email invitations to users with email addresses on file who need an HP Touchpoint Manager account, or download a .CSV file with a list of PIN codes that can be used by a user to automatically activate the account and enroll the device.
How do I activate my new user account?
Use the following steps to activate a new user account.
  1. Open the HP Touchpoint Manager account confirmation email message you received when your user account was created.
  2. In the confirmation email, click or tap Activate my account.
    Figure : Activating a new account
    Activating a new account
  3. On the HP Touchpoint Manager home screen, enter your first and last name, enter your password twice, and then click or tap Activate.
    The HP Touchpoint Manager dashboard is displayed.
  4. To enroll the device, select Yes!, and then click or tap Continue. You can also enroll a device at a later time.
    Figure : Enrolling a device
    Enrolling a device
  5. To complete the signup and enrollment process, install the client software.
How do I delete users?
An IT administrator can delete users from HP Touchpoint Manager. Use the following steps.
  1. On the HP Touchpoint Manager dashboard, select Users.
    Figure : Opening the Users menu
    Opening the Users menu
  2. Select the checkbox to the left of each name to be removed, and then select Remove Selected.
    Figure : Removing users
    Removing users
How do I edit a user profile?
An IT administrator can edit a user’s profile, view a user’s enrolled devices, or delete a user from HP Touchpoint Manager. Users can edit their own profiles and change their own passwords. Use the following steps.
  1. On the HP Touchpoint Manager dashboard, select Users.
    Figure : Opening the Users menu
    Opening the Users menu
  2. Select the name of the user whose information is to be edited.
    Figure : Editing user information
    Editing user information
    A detail page is displayed with photo, contact information, devices, and services for the selected user.
  3. Select or tap Edit to make changes to the user’s profile.
    Figure : Editing user information
    Editing user information
    • Change a user’s photo - Select Change Picture, and then follow the on-screen instructions.
    • Edit the user’s name, role, title, company, contact information, language preference, and notification preferences - Select Edit, enter the correct information, and then select Save.
    • Change the user’s password - From your own User Profile details page under Change Password, select Edit.
      Enter the old password, enter the new password, confirm the new password, and then select Save.
       note:
      IT administrators cannot change an Employee user’s password. Only employees can change their own passwords.
    • View device information - Under My Devices, select View Details below a device listing to see details about the device.
      Figure : Viewing devices
      Viewing devices
      Figure : Device details
      Device details
    • View service information - Select Services and a page displays with links to all of the available services or select Settings and then select Services to see a list of Purchased Services with links to access the service.
      Figure : Viewing Services information
      Viewing Services information
    • Delete the user - IT administrators can delete users by selecting Users, selecting a user name, and then selecting Remove Selected.
      Figure : Deleting the user
      Removing users

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