Account

Users

====Purpose====
To add, edit, or delete users; can be done by Administrator only.

====Locations Used====
Administration

====Overview====
Employees of your business are given access to FileitSuite by creating FileitSuite users for them.  Each user can be a member of one or more document groups and have one or more roles assigned to him or her.  Their roles and document groups define the access privileges they have within FileitSuite.

===View Users===
To view a list of users currently defined in FileitSuite, make the menu selection '''Administration&rArr;Users''' from the navigation bar.

[imageauto|Users page|{UP}users.gif]

Initially, the display will be blank.  Click on the ADD NEW ENTRY button to create a new user.  Once created, the name, roles, and last login information for the user will be displayed on the Users page.  You can click on a name in the list to edit that user’s information.

===Add A New User===
To add a new user, click on the '''ADD NEW ENTRY''' button on the Users page. 

[imageauto|User Details page|{UP}user details.gif]

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1. '''First Name, Last Name''' - Enter the name of the employee for which you are creating a user.  

2. '''Email''' - Enter the e-mail address for this employee in the format name@domain.com.  

3. '''Password''' - Enter the password for the specified e-mail account.

4. '''Roles''' - Click on the boxes to add a checkmark for all the roles that you wish this user to have.  To remove roles for a user, simply click on the checked box for that user.

5. '''Document Groups''' - Click on the boxes to add a checkmark to all the document groups that you wish this user to be a member of.  To remove the user from a document group, simply click on the checked box for that user.

6. '''Clear Timeout''' - Click on the CLEAR button if the user is currently locked; it causes FileitSuite to clear the user’s cache and allow the user to continue work.

7.  Click on the '''SAVE''' button to add the new user to FileitSuite.  Click on the '''CANCEL''' button to discard your changes.
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===Edit An Existing User===
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1. Select a user to edit by clicking on a name on the Users page.

2. Make the necessary changes.

3. Click on the '''SAVE''' button to save your changes.  Click on the '''CANCEL''' button to discard your changes.
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[imageauto|Button selections during EDIT or DELETE|{UP}editdelete buttons.gif]

===Delete An Existing User===
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1. Select a user to delete by clicking on a name on the Users page.

2. Click on the '''DELETE''' button to delete the user.

3. You will be asked to confirm you wish to delete the user; click on "OK".

4. The user will be removed from the FileitSuite database; the name will no longer be seen on the Users page.
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Categories

Account

Users
