Add or Modify a User

2017-04-24 18:48

Where is the Users Function Located?

  • Configuration > Find > Users

Why & When Should I Create or Modify Users?

User functions enable creation of new users, and the modification of privileges for existing users. Use the Users function to:

  • Create a username and password
  • Configure roles, user interface views, and permissions
  • Configure email
  • Configure Salesboards, Company, and Block Assignments

How to Add a User:

  1. Configuration > Find > Users
  2. In the upper left-hand corner, click on New to create a new entry.
  3. Fill in all required yellow fields.
  4. The tabs across the top of the screen include Roles, Stations, Salesboard Assignments and Company Assignment. Inside each tab use the Assign and Remove buttons to assign roles to the selected user.
  5. The UI Views and Privileges and the Block Assignments tabs open a series of checkboxes that allow you to configure permissions. Clicking beside Black text will make the selected Navigation Group and Find Selection categories visible. Individual entries in pink are permissions that appear in the Start a Task windows. Those permissions that appear in indigo are view and edit permissions.
  6. Once the user's permissions in all relevant tabs are complete, Save and Close to save your work.
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