user
Differences
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Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
user [2021/08/19 09:19] – [User Licence] darryl | user [2021/08/19 09:23] (current) – external edit 127.0.0.1 | ||
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To add a new User, Go to the User list in the Codes menu and click Add New User. | To add a new User, Go to the User list in the Codes menu and click Add New User. | ||
- | You'll need to select a valid Employee & [[User Profile]] to assign to your User. The Status will be Active by default. | + | You'll need to select a valid [[Employee]] & [[User Profile]] to assign to your User. The Status will be Active by default. |
Choose the Licence Type based on which parts of the system the user needs to access, and then click Update to save. | Choose the Licence Type based on which parts of the system the user needs to access, and then click Update to save. | ||
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+ | ==== View/Edit User ==== | ||
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+ | To view or edit a User record, click the pencil icon to the right of the Username from the list. This will open a pop-up window with the User record populated. The Username can't be changed as this is the key field, but all other fields can be edited. | ||
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+ | If a user no longer requires access to Call2Field, set them to Inactive. | ||
+ | A User Status may auto-set to Locked if they fail to log in a number of times. This can be set back to Active by a User with access to this section.. | ||
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+ | Ticking the Reset Password tickbox and clicking Update will set the User's password back to the same as their Username | ||
user.1629364764.txt.gz · Last modified: by darryl