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.
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