Users
User can access this module from Manage Organization > Users option. On clicking the Users menu, user can view the Users list screen as shown below:
Admin User can view the list of created Users from the Users list Screen.
Admin can utilize below functionalities available in the Users list Screen.
- Filters
Name
Email Address
Mobile Number
User Name
Request Type
Actions
- Status
- Add User
Admin User can create new User by providing all mandatory details, in the add User form as shown below:
After furnishing all the information for adding new User, the options will allow Admin to Assign Entities, Assign Roles and set Restriction for the User to certain Records and even Restrict Document Access.
Assign Entities: On clicking, a drop down will appear for assigning Entities to a user. Admin needs to select Business, Location and Child Location.
Assign Role: On clicking, a drop
down will appear for assigning Roles to a user. User needs to select Set of
predefined Roles which will be discussed in the next Section.
After all the information, Entities and Roles are assigned for new User, Admin has to click on the Save button to create the User.
Admin can approve the user creation request, after the User has been created successfully, as shown below:
If the Admin chooses to approve the User, then the User will receive his credentials on the email ID furnished during the Add User section already discussed above.
- Actions
Download Excel
The Admin User also has the facility to download the Excel file of all the User Details as per applied filter category as shown below:
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