7.3.2.1. Users List

In the Users List tab, administrators can create, edit, and delete users.

*To view or edit the properties for an existing user, double-click on them from the grid. For guidance on common form functions, please refer to the dedicated section in the manual.

1. Export All Data to Excel ( ): This button allows administrators 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 administrators 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 administrators 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 administrators 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 administrators to input the password for the user’s account. It is a mandatory field.
6. Alternative Code: This is a text field that allows administrators 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 administrators 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 administrators to input the mobile number of the user.
9. Telephone: This is a text field that allows administrators to input the telephone number of the user.
10. Active: This is checkbox that, when selected, allows administrators to mark the user as active.
11. Address: This is a text field that allows administrators 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 a file attachment field that allows administrators to upload an image file containing the user’s signature.
    • Once uploaded, the image will automatically appear in the picture control below the attachment field.
      
13. Description: This is a text field that allows administrators to provide a brief description of the user.
14. Permissions: These are checkboxes that, when selected, grant the user certain access rights or permissions.
    • For more information on these permissions, click here.
15. Reset All Fields: This button allows administrators to reset all fields, clearing them of content.**
16. Delete Selected User: This button allows administrators to delete a selected user from the grid.**
    • Upon clicking this button, a message will appear at the bottom of the page indicating whether the operation was successful.

!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 administrators to save the user.**
    • If all mandatory fields have been completed and this button is selected, a confirmation message will appear at the bottom of the page, indicating that the user has been added successfully.
    • If mandatory fields have not all been completed and this button is selected, an error message will instead appear instead, indicating the fields that still need to be filled out.

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