Users

The USERS option in Manage Users enables you to add and view user details.

Viewing or Searching for a User

The USERS tab lists the following:

User Name
Associated Group
Contact Information
Modified By
Last Modified
Last Login
Status

In the USERS page, you can click any associated group to view the user details.

The User dialog box enables you to:

View the user configuration details
View the associated groups and roles
Edit the user
Access link to manage groups

Note:

The search bar enables you to search users by:

Name
Group Name
Email

The Advanced Search option enables you to search users based on various filters.

Adding a User

Note:

You must first ensure to:

Create Roles.

Create Groups to associate the role/s.

For companies with few users, you can directly assign roles to a user, without creating groups.

The CREATE USER option enables you to add a new user.

To add a new user:

In the USERS tab, click CREATE USER. The CREATE USER dialog box appears.
Enter the First name and the Last name of the user.
Type the Email address of the user.
Type the Employee ID (optional).

Under GROUPS, select to associate the user to a group.

Click SAVE. A confirmation message appears.
Click OK.

Notes:

The BACK option in the CREATE USER dialog box, enables you to:

Save the unsaved changes

OR

Click CANCEL to exit the message

OR

Click CONTINUE to proceed without saving the changes