Managing Users

Managing Users involves:

  • Editing or deleting Users
  • Monitoring User Account Activities
  • Viewing User Assignments

To manage Users, follow these steps:

  1. Go to the Users Tree pane and select the desired user.

  2. Use the following options:
    Edit User ()
    You can modify the user details as per your requirements and assign new roles to the user.
    Note: You cannot edit the User Type, User ID and the Default Role.
    Delete User ()
    You can delete a user that is no longer required.
  3. To monitor user account activities, click the User Account Activities tab, and select the desired user from the Users Tree pane.
  4. Use the following options:
    Export to Excel
    To save the selected user's account activities in .xls format, click Export to Excel.
    Notify
    To send an email notification to the selected user, click Notify.

    Use the following options:
    From: Enter the email ID from which you want to send the email notification. By default, email ID of the logged in user appears which can be edited.
    To: Enter the email ID to which you want to send the email notification. By default, the email ID of the selected user appears which can be edited.
    CC: You can add CC list of other recipients.
    Subject: Add a subject to the email.
    Email Body: Write the content of the email here.
    Attachments: Use () or drag and drop files as attachments to the email.
    Send: To send the email, click Send.
    Logout
    To log out the selected user, click Logout.
    Note: If the selected user is logged in then the Logout button appears like Logout[1].
    User Account Activities during a Period
    From Date and To Date
    You can monitor the selected user's account activities during a period of your choice. To define the period, click in the boxes and use the respective calendars.
    Search ( )
    To search the user account activity based on the From Date and To Date, click ().
    Clear Search()
    To clear the search results, click ().
  5. To view user assignments, click the User Assignments tab and then select the desired user from the Users tree pane.
    The User Activity Report of the selected user is displayed.