Users - add, edit or delete

To add, edit and delete users in Utilmate, go to the Maintenance menu, System Configuration and select Users.

Add a user

Click on the Add User button

Enter the below information into "Add User wizard" screen, then Save.

• First name
• Last name
• Email address - this will be their login and must be part of the company domain
• Password
• Lower credit approval limit - this controls their delegated authority and what they can approve
• Upper credit approval limit - this controls their delegated authority and what they can approve
• Active - select Yes to make the user account active
• User department - this is a multi-select field as users can belong to more than one department and controls the activities they see in their Calls & Activities dashboard screen

 

Edit a user

Select the user and click on the Edit button.

Edit the below information into "Edit User wizard" screen and Save. 

• First name
• Last name
• User login 
• User password - current password will be masked
• Email address - this will be their login and must be part of the company domain
• Enabled - check if the user is enabled, or unchecked to disable
• Lower credit approval limit - this controls their delegated authority and what they can approve
• Upper credit approval limit - this controls their delegated authority and what they can approve

Note: The most common attributes to change are:
- Lower and upper credit approval limit
- User password - the current password will be masked. To change the password (a user may have forgotten what it is), simply enter a new password in this field.

Delete a user

Select the user and click on the Delete button.  This will remove the user and remove access Utilmate.