Users

Use this function to create new users in the application.

  Role Access permissions must be set before adding a user.
1. In the main window, click the gear icon and select Users > Users.
The Access Management window displays.
2. To create a new user, click New User.

Edit User

To edit an existing user:

1. Click the user's record.
2. Perform any of the following actions:
Change Details
Specify Email Preferences
Add Tasks, Comments, or Attachments
View History
Manage Inbox messages

Delete User

  Deleting is a permanent action and cannot be undone. Deleting may affect other functionality in the application such as data in configured reports, fields in windows, etc. Therefore, be sure to understand the potential effects before making a deletion.
1. Click the line that contains the item to delete.
2. Click Delete. If a confirmation message is displayed, take the appropriate action (for example, click OK or Continue).

 

Other Functions and Page Elements

Auto Refresh
Personalize Columns
Saved Filters
Export
Delete
Items Per Page