IQ & CDM Users map

The IQ & CDM Users Map section enables you to link IQ Persons (referred to as candidates) with CDM users.

Procedure

1. Selection of a project

To begin, select a project containing unapproved candidates. Only projects with unapproved candidates will be available in the project selection dialog. Candidates are considered approved once they are mapped/linked to a CDM user. Selecting a project will lock it to prevent simultaneous modifications by other users. If another user has locked the project, you will not be able to select it until they release the lock.

2. List of candidates

Once a project is selected, the left-side list will display IQ Persons (candidates) pending a match. Use the additional filter at the top of the list to refine your list as needed. Candidates are displayed with their Name, First Name, and E-mail by default. To reveal more details, click the button next to the “UNAPPROVED CANDIDATES” title. Changes to the displayed attributes are saved automatically and will be applied the next time you use the tool.

3. List of users

In the next step, you can search for CDM users by applying search criteria, then clicking “Search”. Users appear with their Login and First Name by default, but additional details can be displayed by clicking the button next to the “USERS” title. These display settings are saved for future sessions.

Create new Users (Local only)

If the required CDM user does not exist, you can create a new user by selecting the “New User” option. This option is available only if you are using local as the IdProvider on the CDM Server and you have admin privileges.

Creating Users

• Right-click on “New User” to open a dialog with all fields for a CDM user. Fill in the necessary information and submit to create the user.
• Create from Selected Candidates option is enabled when selecting at least one candidate and right-click “New User”. A dialog will open with all fields for a CDM user, with the option to select one of the previously selected candidates as template to pre-fill some of the fields and make the creation process faster.

4. Match Candidates with Users

To match a candidate with a user, select at least one candidate from the left list and exactly one user from the right list. This enables the " » " button, allowing you to move candidates to the user.
NOTE: This won’t perform any definitive change.

5. Review and apply changes

After mapping candidates to users, review the changes before applying them. Each candidate (IQ Person) can be mapped ONLY ONCE; this is a permanent action and cannot be undone. If you are ready to proceed, click the confirmation button to finalize the mappings.

6. Approved candidates

Once a candidate is mapped, they are considered approved and will be removed from the candidate list. If no candidates remain, the project selector will clear, and the project lock will automatically be released.

Reset changes

Click “Reset” to clear your progress, including any selected project, releasing the lock on the project and clearing all changes made in the current session.