Users
The Users tab displays information about the local administrative users configured for this organization.
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These users are local. The described commands are available only when Authentication Access is set as Local in System > Settings > Authentication . |
To configure users for an organization:
- When creating or editing an Organization, go to the Users tab.
Select a user and then select Edit to edit the user.
When editing a user, the fields are same as those that appear when creating a user.
- In the Users tab, select Create to create a new user.
The Create User window opens.
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In the Create User window, enter the following information:
Settings
Guidelines
First Name
First name of the user.
Last Name
Last name of the user.
Email
Email of the user.
Password
Password of the user.
The password must meet the requirements set by the password policy.
Confirm Password
Confirm the entered password.
Enable Password Policy
If enabled, you can set one or more of the following types of character that the password must contain in Must Contain:
Uppercase Letters
Lowercase Letters
Numbers (0-9)
Special Characters
Minimum Length
Select the minimum number of characters that a password must contain.
Note: This option is available only when the password policy option is enabled.
Contact Information
Address 1
Enter the address of the user.
Address 2
Use this field to continue the address.
City
Enter the city name.
State
Enter the state name.
Country
Enter the country name.
Zip
Enter the ZIP code.
Phone
Enter the phone number.
Fax
Enter the fax number.
Profiles
From the dropdown, select a role. See User roles.
Sites
From the dropdown, select sites.
You can specify multiple sites for a user. If no site is selected, the user has access to all sites.
Active
Select to set the user status as active.
Enable Two-factor Authentication
Select to enable two-factor authentication.
- Click Save.
To delete users, select users and then select Delete.