Searching For and Editing an Existing User

The software allows you to search your existing users based on the type of user that they are set up as (as in, Admin, Employee, etc.), as well as by user name and employee names. A search can be performed on one setting alone, or a range of search settings can be specified.

1. The "Admin Rights" section, located in the upper right hand corner of the screen, allows you to enter the desired search criteria. Select the desired Security Role and Department from the appropriate drop-down menus.

2. Specify a User Name, First Name, and Last Name if desired.

3. From the Group drop-down menu, select how you would like the displayed list of results sorted. The available options are: “by Role,” “by Department,” “by Supervisor,” or “Unsorted.”

4. Once you have entered in the desired search criteria, click on the [DISPLAY] icon.
   Note: In order to view all users that have been entered into the system, do not enter any search criteria. Clicking on the [DISPLAY] icon with no searchable criteria brings up a list of all system users.

5. The lower left hand section of the screen displays a list of the users that match the given search criteria.

• The User Name column displays the user name that was inserted when this user was created.

• If the user is assigned to a specific employee, the Name column will display the assigned employee's name.

• The Role column displays the type of user (as in Admin, Supervisor, etc.). To reassign a user’s "Role,” make the desired selection from the drop-down menu and click on the  icon.

Click on the icon to the right of the “Role” column to delete a user from the system.

To edit an existing user, click on the User Name. The user details appear on the right hand side of the screen. Edit the user as desired, and click on the [UPDATE] icon to save your changes.