User Management

Create new users or update existing users

Search for existing users

Use the search field to find existing users by entering the name or username of the user. Click on an item in the results to load the details of the selected user.

Create new user

Its possible to create a new user from scratch, or to quickly copy most of the settings from another user.

From Scratch

When creating a new user from scratch you will be asked to enter the minimum required details to create the user. Fill in the information and click the relevant button to create the user. If there is a problem creating the user, the relevant message will be shown. If the user was created, a success message will be shown and the page will load the new user allowing you to populate the remaining fields of the user.

Copying another user

You can quickly create new users by copying the settings of a different user.

Click the relevant button, select the user to copy and fill in the required fields. If there is a problem creating the user, the relevant message will be shown. If the user was created, a success message will be shown and the page will load the new user allowing you to populate the remaining fields of the user.

Most information is copied to the new user except

• Personal information

• Password related information

Other information associated with the user is copied to the new user, including

• SOR Codes

• Operatives

• Job status change rules

• Stock Locations

• Profiles

• Departments

• Result Summaries

• Contracts

• Clients

Added in version 1.4