Description

Screen used to add, edit or delete system users. 


Access


Through Settings

  • In the Main Menu, press the Settings button.
  • Press the General button and then press the Users button. 

Through QuickLinks

  • In the main menu, click on the QuickLinks text, located at the top of the screen.
  • Select the Settings option.
  • On the Settings screen, click on the General button and then click on the Users button.


Sections 


Buttons

  • Office Restrictions: When pressed, the User Office Mappings screen will be displayed to configure the office restrictions.
  • If the Office Restrictions options are not enabled, the following screen will be displayed:


  • Press the Yes button to enable the screen.
  • Press the No button to exit the screen.


  • New: Allows to register a user to the system.
  • Edit: Allows you to edit the user, selected in the table.
  • Reset Password: Allows the user to reset their password (Note: The user must be active for the password to be reactivated and reset).
  • Delete: Allows you to remove the user from the system.
  • Previous: Allows you to close the screen.
    • Note: Only users who are not logged into the system can be deleted. If a user is no longer working in the office, the administrator must deactivate the account. 
  • Enabled: When selected, it will display the list of active users.
  • Disabled: When selected, it will display the list of inactive users.
  • All: When selected, it will display the list of all users in general.

Tabla: Section where all the users of the system are displayed.


Edit Screen

Screen used to create or edit the user's account.


Buttons

  • Save: Saves all changes on the screen.
  • Cancel: Cancel any added or changed information.


General (Tab)

  • Username: User Name. This is the name that the user will be using to log in to the system (Required).
  • First Name: User Name (Required)
  • Initial: User's initial.
  • Last Name: User's first last name (Required)
  • Second Last: User's last name.
  • Email: User's e-mail address (Required)
  • Phones: User's phone numbers.
  • Group: Group to which the user belongs (Required)
  • Account is Enabled: If this option is selected, it means that the user has access to the system. If it is not selected, it means that the user is disabled and will not be able to access the system.
  • Emergency access is enabled: If this option is selected, it means that the user will be able to access any section in the system that he/she does not have access to.


Login Hours (Tab) 

  • Section to configure the times when the user will log in to the system.


Signature (Tab)

  • Add Signature: When pressed, the screen to register the user's signature will be displayed.


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