To add or update a User, follow the below process.
Personas
- Super Administrator
- Customer Administrator
To Add a New User:
- Login to the application as a Super Administrator or Customer Administrator.
- On the Overview page, click Total Users tile. Alternatively, click Users.
Figure: Users page - On the Customers page, click +New User. The Add New User pop-up page is displayed.
Figure: Add New User pop-up page - Click +Add. The new User is created.
Field Description
The following table describes the fields on the New User pop-page:
Field | Description |
|---|---|
User Name | Specify the name of the User. |
| Email ID/Login ID | Specify the Email Id or Login ID for the User that can be used while login into the application. |
| Password | Specify the password to login into the application. |
| Customer | Select the configured Customer from the drop-down list. |
| Instance/Tenants | Select the configured Instance(s) from the drop-down list. |
| Status | Select the status of the user from the drop-down list as follows:
|
| Role Type | Select the Role type from the drop-down list as follows:
|
To Edit:
- Navigate to the Users list page.
- Click
icon. The Update User pop-up page is displayed.
Figure: Users page - Edit the required details and click Update.
To Export:
You can export all the list of Users to an excel format by clicking Export button.