Adding or Updating Users

Owned by Chilukuri Srinivasa Reddy (Unlicensed)
Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment

To add or update a User, follow the below process.

Personas

  • Super Administrator
  • Customer Administrator

To Add a New User:

  1. Login to the application as a Super Administrator or Customer Administrator.
  2. On the Overview page, click Total Users tile. Alternatively, click Users.

    Users page
    Figure: Users page

  3. On the Customers page, click +New User. The Add New User pop-up page is displayed.

    Add New User pop-up page
    Figure: Add New User pop-up page

  4. 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 IDSpecify the Email Id or Login ID for the User that can be used while login into the application.
PasswordSpecify the password to login into the application. 
CustomerSelect 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:

  • Active
  • In-Active
Role Type

Select the Role type from the drop-down list as follows:

  • Customer Admin
  • SME Annotator

To Edit:

  1. Navigate to the Users list page.
  2. Click  icon. The Update User pop-up page is displayed.

    Users page
    Figure: Users page

  3. 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.