Administrator Interface

User Tasks

Create a User

  1. On the Administrator Home Page, click the Users icon or link.  A list of all the Users for the Current Group will be shown.

  2. If necessary, select the desired group from the Group drop down list located on the Action Bar.

  3. Click the Create New User button located on the Action Bar.

  4. The user is automatically created with a random Login ID.  Overwrite the random Login ID with the desired Login ID.

  5. Choose whether you want to return to the User List or, if you want to enter additional information about the user.

  6. Click the Create User button.

  7. At the top of the screen, Web Manager will display a green confirmation message that the user was successfully written to the data base.

  8. If you chose to go back to the User List, you will be returned there.

  9. If you chose to enter additional data about this user, you will now be presented with the Modify User screen.

  10. Enter any additional data about this use and click the Submit button.

Modify a User

  1. On the Administrator Home Page, click the Users icon or link.  A list of all the Users for the Current Group will be shown.

  2. If necessary, select the desired group from the Group drop down list located on the Action Bar.

  3. Locate the desired user and click the modify icon ().

  4. Web Manager will display the Modify User screen where you can change information about the user, e.g. First Name, Last Name, Phone, Fax, Email, Login ID, Password and Authorization Level.

  5. Modify the desired information and click the Submit button.

Duplicate a User

  1. On the Administrator Home Page, click the Users icon or link.  A list of all the Users for the Current Group will be shown.

  2. If necessary, select the desired group from the Group drop down list located on the Action Bar.

  3. Locate the user you wish to duplicate and click the copy icon ().

  4. On the confirmation screen, click the OK button.

  5. The User screen will appear and a green confirmation message will display.

The newly created user will be given a Login ID starting with the name of the group, followed by a random number.  The information contained in the user record will be exactly the same the duplicate user.

Example: Default1_8017

  1. You can now use Modify a User to change the Login ID and any other information that you wish to change.

Delete a User

  1. On the Administrator Home Page, click the Users icon or link.  A list of all the Users for the Current Group will be shown.

  2. If necessary, select the desired group from the Group drop down list located on the Action Bar.

  3. Locate the User you wish to delete and click the delete icon ().  Or, if you want to delete many Users at the same time, place a checkmark next to each User you wish to delete, and click the Delete Selected Users button located on the Action Bar.

  4. On the confirmation screen, click the OK button.

  5. The User list screen will appear and a green confirmation message will display at the top of the screen.

Moving Users

  1. On the Administrator Home Page, click the Users icon or link.  A list of all the Users for the Current Group will be shown.

  2. If necessary, select the group that contains the Users that you want to move from the Group drop down list located on the Action Bar.

  3. In the Users list, place a checkmark next to each User you want to move.

  4. Click the Move Selected Users button located on the Action Bar.  The Please Confirm Move page will be displayed.

  5. Choose the Group that you want to move the selected Users to from the drop down list and click the OK button.

  6. A green confirmation message will be displayed.

Sorting Users

  1. On the Administrator Home Page, click the Users icon or link.  A list of all the Users for the Current Group will be shown.

  2. If necessary, select the desired group from the Group drop down list located on the Action Bar.

  3. The sortable headings are located under the Users banner, and begin with a gray up triangle and a gray down triangle.

  4. To sort by a particular heading, click a gray up triangle (for ascending order) or a gray down triangle (for descending order).

  5. The Users list will be sorted by that heading in either ascending or descending order.  Note that the sorted heading will be displayed with a black triangle with a small white dot in the center.

Finding Users

  1. On the Administrator Home Page, click the Users icon or link.  A list of all the Users for the Current Group will be shown.

  2. Click the Find Users button located on the Action Bar.  The Find Users page will be displayed.

  3. Choose the desired setting or Group from the In Group drop down list.  You can search for Users in "Any" Group, or you can select the particular Group to search in.

  4. There are four sets of boxes to enter your search criteria.  Always start with the first set of boxes.  If you leave the first set blank, the search will fail.  Also, if you are searching for multiple criteria, be sure to change the boolean logic control from "end" to "and" or "or".  Otherwise the second search criterion will be ignored.

  5. Enter the desired search criteria, choose the desired qualifiers (equals, contains, starts with, etc.) as needed.

  6. When your entries are complete, click the Find button.  Any matches will be displayed under the Users Found counter.

Modify a User Session

  1. On the Administrator Home Page, click the Users icon or link.  A list of all the Users for the Current Group will be shown.

  2. If necessary, select the desired group from the Group drop down list located on the Action Bar.

  3. Locate the user who's sessions you want to modify and click the view session icon () or the sessions link.

  4. Locate the session you want to modify and click the modify session icon () or there modify link.

  5. Modify the session information as needed and click the Submit button.  A green confirmation message will appear at the top of the page.

Related Topics:

Users