Delete User

This tool is used to remove an existing user from the system.

Select a user from the user list by left clicking on the user in the grid and select the delete tool from
the options drop down

A confirmation message will appear, if you choose to proceed the user will be
removed from the system.
Click “Yes” to remove.

Message User

Sending a message

Message a user

• Send to User refers to the system user the message will be sent to.
• Send to Group refers to a defined group of users the message will be sent to.
• Subject refers to the message title
• The box at the bottom is the area to type in your message.

Type your message, and then click Send.

User Details

This form is used to alter an existing users details on the system.
Each user is able to alter their own details on the system. Administrator users are able to alter other users details through the administration module.

Opening User Details

Select "User Details" under the User profile option

Here you can edit the fields for the users details:

• User Name: Note – The user name field cannot be edited.
• User Type: drop down to select the type of user, different permissions are available dependent on the type of user.eg. Administrator sees the Administration module. (Administrator, Super User, User, Guest)
• Status: select the status of the user (active, frozen, hidden, deleted)
• First name: the first name of the user
• Last Name: the last name of the user
• Email: users email address (this email address will be used for reports). If the email address is not valid the details form will not save.

Edit User Policy Rule

Click on "Edit User Policy Rule" in the Options drop down.

Policy : The policy that will be applied
Group : The User Group to which the policy should authorize permissions on.
Meta Object : The Data objects that the rule apples to.
Start Date : Date from which the policy rule will become active (infinity is assumed if left blank).
End Date : The date when the policy will expire (infinity is assumed if left blank).

Once you have made the required changes click on the save button.

New User Policy Rule

Click on "New User Policy Rule" in the Options drop down.

Policy : The policy that will be applied
Group : The User Group to which the policy should authorize permissions on.
Meta Object : The Data objects that the rule apples to.
Start Date : Date from which the policy rule will become active (infinity is assumed if left blank).
End Date : The date when the policy will expire (infinity is assumed if left blank).

Once you have input your new policies details click on the save button.

Duplicate User Policy Rule

Select the Policy and click on "Duplicate User Policy Rule" in the Options drop down.
The policy will be duplicated and show up in the policy list.

Delete User Policy Rule

Select the Policy and click on "Delete User Policy Rule" in the Options drop down

Confirm Delete

Select "Yes" to confirm the delete.

Apply Policy Rule

Select the Policy and click on “Apply Policy Rule” in the Options drop down

Users Policy Rules

The Default Policy List tab is used to display and manage a users automatic permissions policies.
Each user can define any number of policies and assign them to a user or group to automatically grant permission for that group or user based on the policy used.

Opening

Details on existing policies

Use the unfold icon (plus/minus icon) on each row in the grid to display detailed information on the policy, users granted access and data objects effected by the policy.

Users Folder

To access the users folder:

1. Click on the user
2. Click on "Users Folder" option in the User profile drop down

The Users Folder shows you your uploaded files and gives you the options of Logging these files or deleting them.

For more on how to use the Users Folder go to help on the home tab.

Overview

The system users grid allows administrators to alter, add and edit system user accounts

The grid automatically lists all the systems user accounts.
The users can be grouped by any of the header fields by clicking on the drop down menu on the column header.
It is also possible to filter the list by any of the column header fields.
There are a number of tools that can be applied to the users from this grid.
The tools are accessed by either clicking on the user in the grid and using the options drop down to select the tool you want or by right clicking on the user in the grid and selecting the tool you require from the context menu that pops up.