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This article deals with the following topics:

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  1. On the User tab, click on Add User.

  2. On the Add users page, Specify the Username. This is used for logging into the application.

  3. Select Title from Drop down list which can be configured

  4. Enter the First name (Mandatory), Middle Name, Last Name (Mandatory) of the User.

  5. Specify a valid Email Address of the user for email communications, including password resets. For example, johndoe@gmail.com

  6. Select the Language for the user.

  7. Select the Role from the dropdown list.

  8. Click Add user to add the user. Else, click Cancel to discard the process.

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Info
  • The user’s language can only be set to the Tenant’s Language. Only tenant language is available for selection in the Language dropdown.

  • User Id is automatically assigned by the system.

  • Status is set to Active automatically.

  • Users can only access the workspaces that are allowed to the assigned role.

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  1. On the Users list, click the row for the user you want to edit.

  2. The record opens in edit mode. The following user information can be edited.:

    1. Title

    2. First name

    3. Middle Name

    4. Last Name

    5. Email Address

    6. Phone

    7. Language

  3. Make the required changes and click Update User to save the changes. Click Cancel to discard the modified data.

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View User Profile

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