The Users page lists all of the active and inactive User Records. Here, User-specific information can be reviewed within the page or by opening the full User Record. This page also offers inline editing for many fields, including Locations, User Roles, Report Roles, Mobile Phone and Active status. 


The process of creating new Users can be quickly started from this page with the+ Add Userbutton. Learn more about User Setup, Security, and Location Access here



Security


If Custom User Roles are not enabled, the following Security Roles will have access to view and edit the Users page: 

  • Full Access (Primary)
  • User Setup (Secondary)


If Custom User Roles are enabled, the following User Permissions will grant Users access to User-related features found on this page.

  • Only Users with the 'View Users' Permission will be able to view the Users page
  • Only Users with the 'Edit Users' Permission will be able to edit the values on User rows



Navigation


The Users page can be found by clicking 'Users' under 'Administration' in the 'Accounting' or 'Home' navigation menus.



Overview



1) Search - Enter two or more characters to search all columns for the entered text

2) + Add User - Click to create a new User


3) Table Views - This enables the User to create and edit saved views of this list. Simply click this icon, then either 'Save Current View' to save the new view or 'Edit Table Views' to edit the selected view. All saved views are listed above these two action buttons

 

4) Filter - Click to filter any of the available columns 

  • To add a new filter - Click '+Add Filter' to add a new filter and enter the filter parameters. 
  • To remove a filter - Click the trashcan icon associated with the filter, or click 'Clear All' to clear all filters.  
  • To apply filters - Click 'Apply' to apply the filters to the Users list.

Tips and Tricks

Filtering the User Role column is a quick way see which Users are assigned to selected User Roles


 

5) Columns - This lists all of the columns available to display. Check or uncheck a column name to include or exclude it from the list. Columns can also be reorganized by dragging and dropping the desired column's rearrange icon




6) Export - This will download the listed information into a .csv file


7) Refresh - This will refresh the listing


8) User Details - Details for the User Record. 

  • Click 'Full Name' to open the User Record 



Inline Editing


The following fields can be edited directly on the page without opening the User Record:



Default Location


Follow these steps to change the Default Location:

  1. Click the current Default Location to open the drop-down menu of available Locations
    • Note: Only Locations that are assigned to the User in the 'User Locations' column can be selected as the Default Location.

  2. Select the desired Location
    • Note: Only one Default Location can be assigned to the User


User Locations


Follow these steps to change the Locations assigned to the User:


  1. Click the current User Locations, this will open the User Location drop-down menu.
  2. Select the method for Location assignment:
    • All Locations - This gives the User access to all existing and future Locations

    • By Location - This gives the User access to only the Locations that are checked.

    • By Legal Entity - This gives the User access to all existing and future Locations assigned to the chosen Legal Entity

    • By Location Reporting Category - This gives the User access to all of the Locations assigned to the Child Location Reporting Categories chosen from the listed Parent Location Reporting Category fields. As new Locations are added to the selected Child Location Reporting Categories, the User will gain access to those Locations as well.

  3. Select/deselect the desired Locations, Legal Entities, or Location Reporting Categories
    • Locations/Legal Entities/Location Reporting Categories that have a blue checkbox are assigned to the User



User Roles


Follow these steps to change the User Roles assigned to the User: 


  1. Click the current User Roles to open the User Role drop-down menu

  2. Search for the desired User Role by typing part or all of the User Role's name into the 'User Roles' box

  3. Add User Roles by selecting the desired User Role from the list

  4. Remove User Roles by clicking the grey X iconassociated with the User Role, then confirm that the User Role should be removed.


Report Roles


Follow these steps to change the Report Roles assigned to the User: 

 

  1. Click the current Report Roles to open the Report Role drop-down menu


  2. Search for the desired Report Role by typing part or all of the Report Role's name into the 'Report Roles' box

  3. Add Report Roles by selecting the desired Report Role from the list
     
  4. Remove Report Roles by clicking the grey X iconassociated with the Report Role, then confirm that the Report Role should be removed.


Active


Toggle the switch to change the 'Active' status of the User 

  • Toggled On - The User is 'Active' and will be able to access the system
  • Toggled Off - The User is 'Inactive', the assigned User Roles are automatically removed, and the User will not be able to access the system



Mobile Number


Follow these steps to change the User's Mobile Number:


  1. Click the existing Mobile Number to open the inline editing box


  2. Enter a new Mobile Number or edit the existing number
    • Note: Mobile Numbers must be entered without dashes in the XXXXXXXXXX format

Creating New Users


New Users can be created by clicking '+ Add User'. This will open a blank User Record where the User's details can be entered. 



When creating a new User, the 'Full Name', User Email', 'User Login', 'Login Password', and 'Default Location' must be entered on the 'General' tab before the User Record can be saved.


Best Practice

It is recommended to assign User Roles and Locations to the new Users when they are created. Learn more about User Setup, Security, and Location Access here

  • Note: Without a Primary Security Role, the User will not be able to log in.