In the Users screen you can create new user records and edit existing records. The
following columns appear in the user table.
- User Name - Name for each user record.
- E-mail Address - E-mail address associated with each user record.
- Department - Department name associated with each user record.
- Security Profile - Security Profile assigned to each user record. Security Profiles are defined in the Security Profiles screen.
- Status - Current status for each user record.
- Edit - Click to make changes to the user record.
- Delete - Click to remove the user record.
Create New User
Follow these directions to create a new user.
- From the Users tab Users screen, click the Create a New
User button. The User screen appears.
- In the First Name, Middle Name, and Last Name fields, type the user's name. The middle name is optional.
- In the Login Name field, type the user's login name. Make a note of the login name to give to the user.
- In the Email Address field, type the user's email address.
- In the SMS Number field, type the user's cell phone number.
- In the Password and Confirm Password field, type a temporary password. Make a note of the password to give to the user.
- In the Department field, select the department from the drop-down list.
- In the Security Profiles field, select the user's profile from the drop-down list. This field controls the user's access.
- If the account is part of the seedlist, click the Seedlist Account check box.
- Click the OK button. The user is added to the user list and the User screen appears.
Edit User
Follow these directions to edit an existing user.
- From the Users tab Users screen, click the edit icon
on the row you want to edit. The User
Information screen appears. - Make your changes.
- Click the OK button to save your changes. The User screen appears.
Search for a User
If you want to make changes to a specific user, you can search for the user. The search fields appear above the user table. Follow these directions to search for a user.
- In the Search by field, select the criteria from the drop-down list.
- In the For Value field, type the entire value or a part of the value.
- Click the Include seedlist users check box to include those users.
- Click the Go button. The results appear in the list.
Disable Account
Follow these directions to disable an account.
- From the Users tab Users screen, click the edit icon on the row you want to disable. The User
Information screen appears.
- At the bottom of the screen, click the Account Disabled checkbox.
- Click the OK button. The account is disabled and the User screen appears.
Delete User
Follow these directions to delete an account.
- From the Users tab Users screen, click the delete icon on the user's row you want to delete. A confirmation box appears.
- In the confirmation, click the OK button. The user is removed from the list.