User Guide

Users

54 views March 29, 2016 agay 0

The navigation link to the Users grid page is located under the Administration panel in the menu bar. There are three statuses a user can be placed in. INACTIVE users will have no access to the current organizations and must be reactivated by an admin. ACTIVE users will have full access to the applications based off their Roles (Permissions). PENDING users must first accept the invitation sent to their email before the application will grant access to login.

Clicking the edit_link(edit link) to the left of a given user entry will open a window that contains the user’s Role and Business Units.

Within this pop-up window, you can change the user status between ACTIVE and INACTIVE by clicking the Activate or Deactivate buttons.

User edit forms in the PENDING status can have the invitation be resent or their account registration request deleted by clicking Resend Invitation or Delete Invitation button.

user_active_edit_form_example

Users in the ACTIVE status also have the option to Reset Password which sends out a notification to the user via email that will allow them to reset their password.

To finalize all changes click the green Save button near the bottom of the screen.

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