Users

Navigate to Users#

• Access the Security sub-module of the System module

• Click on Users

• This displays a list view of Users.

• Use the Filter button, when clicked, gives parameters for filtering the records:
  • Search string: for filtering records
  • Auth Type: A drop down of auth types

View a User#

• Click the ID of the user to view the selected user.

Edit User#

• To edit a user, take the following steps:
  • From the list view, select the user you want to edit and click the Edit button
  • This brings you to an edit view of the item where updates can be made.

Delete a User#

• Select the user you want to delete, click the Delete button

Lock a User#

• Select the user you want to lock and click the Lock button

Unlock a User#

• Select the user you want to unlock and click the Unlock button

Discard a User#

• Select the user you want to discard, click the ellipsis(…) and hit the discard button

Undiscard a User#

• Select the user you want to undiscard, click the ellipsis(…) and hit the undiscard button

Export a User#

• Click on the export button as shown in the image below to export a user
  • Click on the id shown below to view a user

• Click on the export button to export a comprehensive list of roles assigned to a user

Link a User to Azure Ad#

• Click on the Id of the User you want to link, a new interface would be shown as shown in the image below