Users

Users overview

Users is the administration area for finding a company user and reviewing or updating that user's administration details. The Users list helps you identify the record; the company-user screen provides the available user information, role, branch, approval, history, and attachment areas.

Before you start

The list can show actions for creating a company user or a principal user only when the relevant access and subscription conditions allow them.

Prerequisites

• You are on the Users list.
• You have the access required for the action you want to use.

The Users list displays Full name, Display name, Active, Account owner, and Principal user.

Find and open a user

Use the Users list to recognise a record from its visible columns, then open the relevant user surface. The list also provides Refresh, Table Layout, and Settings controls.

Prerequisites

• You are on the Users list.
• You know whether you are looking for an existing company user or a creation route.

Steps

1. Select the row whose Full name or Display name identifies the company user you need.

2. Check the Active, Account owner, and Principal user values on that row.

3. Select one of the available actions:

   If you need to…	Select
   Refresh the list	Refresh
   Change list layout settings	Table Layout
   Open list settings	Settings
   Start company-user creation	New company user
   Start principal-user creation	New principal user

4. Select the existing user record to open its administration screen.

Result: The Users list remains open, or the selected user screen opens.

Understand the user screen

The company-user screen is the place to review the user's information and available administration areas. The company-user screen includes user-information fields, role and branch areas, approval areas, history, two-factor content, and attachment surfaces.

The rendered user-information controls are Login Email, Password, Position, Title, and Mobile. Rendered attachment controls include Category, Library name, File Name, Links, and Comment.

The available actions include Save, Save and Close, Last Modifications, Attach File, Try Again, and Export.

Review the administration areas

The company-user surface includes User Information, User Roles, Branches / Inventory, and Approval Limit. The user-information area contains the fields listed above.

Prerequisites

• You have opened a company-user record.

Steps

1. Select User Information to review the user-information fields.
2. Select User Roles to review the role area.
3. Select Branches / Inventory to review accessible branches.
4. Select Approval Limit to review the approval area.

Result: You can reach the user-information, role, branch, and approval areas.

Review or update user information

Review the rendered user-information controls before using a save action. The controls are grouped as follows:

Prerequisites

• You are on the Users list.
• You have opened a saved company-user record.

Steps

1. Review Password and Mobile.
2. Review the optional fields that apply to the record, including Position and Title.
3. Select Save to save the record.
4. Select Save and Close when you want to save and leave the screen.

Result: The user screen shows the available save actions.

Handle user-screen variations

What appears in Users can vary by your access, subscription allowance, record mode, editing permission, and the company's list setup.

Prerequisites

• You are on the Users list or have opened a company-user record.

Steps

1. Review the distinction that applies to the current user record:

Result: You know which controls and panels apply to the current user record.

When user administration goes wrong

Use the exact text on screen to identify the problem before choosing the next action.

The message Registration labels the history entry, and Last Modifications labels the history area.

After reviewing a user

Keep the next action aligned with the page that owns the work: