System Maintenance

Users

Users, roles and permissions.

Create users and control their access.

Open in Info-X

The screen

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What each number means

  1. 1
    Maintain Users

    Users, roles and access.

  2. 2
    Refresh

    Reloads the list with the latest data from the server.

  3. 3
    Export

    Downloads the current list (CSV / file).

  4. 4
    Export to Excel

    Downloads the current list as an Excel spreadsheet.

  5. 5
    Create New User

    Opens the form to create a new record.

  6. 6
    Search In

    Field to search.

  7. 7
    Keyword

    Name, email or username.

  8. 8
    Customer

    Filter by customer company.

  9. 9
    Sort By

    e.g. Most Recent.

  10. 10
    Showing 10 of 28

    Users visible vs total.

  11. 11
    Records — 10

    Rows on this page.

  12. 12
    User

    Name, avatar and username.

  13. 13
    Contact

    Email and phone.

  14. 14
    Role

    Viewer, Company Admin, Admin…

  15. 15
    Username

    Login name.

  16. 16
    Customer Company

    Linked customer.

  17. 17
    Status

    Active / Inactive.

  18. 18
    Edit

    Edit the user.

Hover a number to highlight its explanation. Click the screenshot to zoom.

Key areas

1

Search in

All Fields, Name, Email, Office, Username.

2

Customer filter

Limit to one customer.

How to use it

  1. 1Click Create New User.
  2. 2Enter details and role.
  3. 3Save — the user can now log in.