10.3.2.1. Users List

In this tab, you can create, edit, and delete users.

*For guidance on common application features and functions, please refer to the dedicated section

1. Export: This button allows users to export the grid data to Excel.
   • If selected, an Excel file containing the grid’s contents will be automatically downloaded to the user’s device.
2. Full Name: This is a text field that allows you to input the full name of the user. It is a mandatory field.
   • This could include the first name, middle name, and last name.
3. User Code: This is a text field that allows you to input a unique code or identifier for the user. It is a mandatory field.
   • This code can be used for reference or sorting purposes.
4. Login Name: This is a text field that you to input the login name or username for the user. It is a mandatory field.
   • This is the name they will use to access their account or log in to the system.
5. Password: This is a text field that allows you to input the password for the user’s account. It is a mandatory field.
6. Alternative Code: This is a text field that allows you to input an alternative code or identifier for the user, if needed.
   • This code can be used for integration with other systems or for specific identification purposes.
7. Email: This is a text field that allows you to input the email address of the user.
   • This address can be used for communication and notifications.
8. Mobile: This is a text field that allows you to input the mobile number of the user.
9. Telephone: This is a text field that allows you to input the telephone number of the user.
10. Active: This is checkbox which, if enabled, allows you to mark the user as active.
11. Address: This is a text field that allows you to input the address of the user.
    • This could be their home address or any other relevant address.
12. Select an Image File to Update Signature: This is an attachment field that allows you to upload an image file containing the user’s signature.
    • To upload a file, click on the button.
      • Once uploaded, the image will automatically appear in the picture control below the attachment field.
        
13. Description: This is a text field that allows you to provide a brief description of the user.
14. Permissions: These are checkboxes which, if enabled, grant the user certain permissions.
    • For more information on these permissions, click here.
15. Reset All Fields: This button allows you to reset all fields, clearing them of content.**
16. Delete Selected User: This button allows you to delete a selected user from the grid.**
    • To delete, select the user from the grid (by double-clicking) and then click on the Delete Selected User button. Upon selecting this button, a confirmation message will appear at the bottom of the page to inform you that the user has been deleted successfully.

!Please note that if a user is associated with any form or process in the system, the application will automatically prevent its deletion.

17. Save: This button allows you to save the user.**
    • If all mandatory fields have been filled and this button is selected, a confirmation message will appear at the bottom of the page to inform you that the user has been added successfully.
    • If mandatory fields have not all been filled and this button is selected, an error message will instead appear at the bottom of the page to inform you of the fields that still need to be filled.

** In the Organization Management version of the application, these fields are not available, preventing unauthorized individuals from creating, editing, or deleting users.

*To view or edit the properties for an existing user, double-click on it from the grid.