Menu path
Setup > Company > User Manager
Overview
This screen lists existing users in a grid. You can complete these actions:
- Add users to the system.
- Can filter by active or inactive users. Can filter by internal users or customer users. Can edit details for existing users.
- Can sort by any column in the grid.
- Can arrange grid column order by drag and drop.
- Open menu (beside column name) to sort, hide, or show columns.
Prerequisites/Dependencies
To research
User Rights/Roles
To research
Database
To research
Fields
Users tab
Click Add User button or Edit button for existing user.
Click Document button... COMING SOON
| Field | Required | Size | Type | Default | Description |
|---|---|---|---|---|---|
| Username | Yes | 1 to ? |
Alphanumeric |
None | User name, unique identifier used to sign in and throughout system |
| First Name | Yes | 1 to ? |
Alphanumeric |
None | |
| Middle Initial | No | 1 to ? |
Alphanumeric |
None | |
| Last Name | Yes | 1 to ? |
Alphanumeric |
None | |
| Phone | |||||
| Timezone | 1 |
List |
|||
| User Role | |||||
| AlarmBiller | No | 1 | Off | Allows or disables rights to AlarmBiller | |
| Time & Attendance | No | 1 | Off | Allows or disables rights to Time & Attendance | |
| eForms | No | 1 | Off | Allows or disables rights to eForms | |
| Sales Automation | No | 1 | Off | Allows or disables rights to Sales Automation | |
| SedonaOne Mobile app | No | 1 | Off | Allows or disables rights to the SedonaOne Mobile application | |
| Password | |||||
| Confirm | Must match password | ||||
| Default Login | |||||
| Site Theme | |||||
| User Online | |||||
| Inactive | |||||
| Inactive Date | |||||
| Description | |||||
| Permissions | |||||
| Services | |||||
| Tokens |
Tokens
Transaction Types
None
Integration Points
To research
(Good place for a flowchart)
Troubleshooting
To research
(Troubleshooting chart)
| Private/Confidential |
|---|
| The content in this document is confidential and intended for Bold Group employees internal use only. |
