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Users

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ByAdmin

In this section, users can create, and edit the details of users. They can also change the status of the user from active to disabled or vice versa.

On selecting the Users tab from the Projects menu section, we would be able to see the Users List.

Navigation:
Home icon -> Projects Menu -> Users

Software License User Instruction:

  1. Super Admin: There are two Super Admins for any license subscription. The user who registers his name first into the licensed software would be the primary Super Admin, who will also be able to assign the secondary Super Admin. An activation mail is sent to users/ admins/ secondary super admin when the primary Super Admin assigns them to the project license. Activation mail has to be used for registration and logging in to the Project.
  2. Admins and Users: The number of Admins and Users depends upon the license agreement signed by the organization. Each user has to register only once using the correct email ID. Duplications or Edit option would be disabled of the email-ID post-registration. Hence, the user has to take extreme precautions while keying in their email ID.

Create User Pop Up

+User button: This button can be used to create a User, which is present in the top right corner of the screen.

  1. Create User pop-up displays.
    In creating a User pop-up, 4 fields would appear:

  1. Name: The name of the User is required for this field. It is a mandatory field.
  2. Email: The email of the User is required for this field and this field is non-editable in the Edit User pop-up. Each user has to register only once using the correct email ID. Duplications or Edit option would be disabled of the email-ID post-registration. Hence, the user has to take extreme precautions while keying in their email ID.
  3. Privilege: There are three privileges: Super Admin, Admin, and Users. It is a mandatory field.
  4. Phone number: This is a mandatory field only for Super Admin (For Admin and user it is not a mandatory field). Users can add one more number by clicking on the +phone (A text field is displayed to enter the alternative number).

Create a user

  • Click on the “+ User” button.

  • Create a User Pop-up will be displayed.
  • All the mandatory fields: – Name, E-mail ID, and Privilege have to be filled in.
  • Click on Create Button.

  • Created User is displayed in the User List.

User Lists:

User List is a table that contains six fields. It functions like a dashboard that gives an overall view of all the Users.

User List contains six fields as follows:

  1. Name: Name of the user that is hyperlinked to the user details pop-up.
  2. Privilege: Privileges: Super Admin, Admin, and User.
  3. Modified by: The name of the user who has Modified the User will be hyperlinked to user details.
  4. Modified On: The Modified time of the User along with the date is recorded.
  5. Status: Displays the status of each user such as Pending Activation, Active and Disabled. Until the user activates the link using the link generated, the user account remains in the Pending Activation status. Users can change their status from Active to Disabled in the Edit User pop-up.
  6. Actions: This field is not displayed automatically. The user has to hover the cursor over the particular user to see three options:
    1. Edit: Except for the email Id field, all fields here are editable. Users can modify it according to their requirements. (Note: Edit icon will be enabled only for User privileged users).
    2. More: Users can utilize this functionality for 2 utilities:
      1. Details: User details are displayed.
      2. Resend Activation Link: Upon clicking on this again, an activation link will be emailed to the user. (This option will be displayed only for the user who is in a Pending Activation state).

User details pop up:

The user details pop-up consists of all the data that is provided during the User creation. It also contains

  • Created by: Text and Name of the user who has created the User.
  • Created on: Text along with the date, and time will be recorded.
  • Modified by: Text and Name of the user who has modified the User.
  • Modified on: Text along with the date, and time will be recorded.
  • Project Role Mapping: This table is displayed, in which the user would able to see the list of projects they are assigned.
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