# 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.

| If you need to… | Go to |
|---|---|
| Find a saved company user | [Find and open a user](#find-and-open-a-user) |
| Review the user screen | [Understand the user screen](#understand-the-user-screen) |
| Review or update user information | [Review or update user information](#review-or-update-user-information) |
| Create a user | [Create a user](doc:create-user) |
| Administer principal users | [Principal users](doc:principal-users) |
| Work with the shared file library | [Libraries](doc:libraries-files) |

## 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.

![Identify a user from the five visible list columns](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/d6d95e2f017e40236525f61be7a84d31.png)

## 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.

![Open the saved-user route and review the user-information area or the 404 result](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/67fa06439588694ce8e64a455d21ba96.png)

## Review or update user information

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

| Rule | Fields |
|---|---|
| Required | **Password**, **Mobile** |
| Optional | **Position**, **Title** |

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:

| What you are doing | What changes the available surface |
   |---|---|
   | Starting a new user | Your access and subscription allowance control the two new-user actions. |
   | Working with attachments | The **Attach File** action is available on an editable screen. |
   | Selecting a branch | Branch selection can behave differently for a new record and an existing record. |
   | Opening the user screen | Select the user record from the Users list. |

**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.

| What you see | What to do |
|---|---|
| `Your request was completed successfully` | Treat the request as completed. |
| `Just '_'‘-''.' And '&' Characters Accepted` | Open [Libraries](doc:libraries-files) to address this message. |
| `404 Page Not Found` | Select **Go Back to Home Page** to return. |
| `Go Back to Home Page` | Select the available return control. |

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

![Review the result when navigation does not reach the Users list](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/46fa95bbfdceb7300c79f53dddf95aad.png)

![Review the diagnostic result when list actions are not visible](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/032026de71d6c47d8839969b5d3d67b1.png)

![Review the 404 page when the saved-user route cannot be reached](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/67fa06439588694ce8e64a455d21ba96.png)

## After reviewing a user

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

| If you need to… | Continue with |
|---|---|
| Create a company user | [Create a user](doc:create-user) |
| Administer principal users | [Principal users](doc:principal-users) |
| Work with the shared file library | [Libraries](doc:libraries-files) |
| Save or close the current user screen | **Save** or **Save and Close** |
| Review history | **Last Modifications** |
| Export available data | **Export**, when it is available on screen |