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