Users

This page allows you to search for one or more users, filter the list of users displayed, add new users, and update existing users.

NOTE: You can click the icon to expand information or the icon to collapse information on this page.

This page contains one or more tables. You can click a specific column heading in a table to sort the data in the table in ascending order by the selected column. Once selected, you can click the column heading again to sort the data in descending order. When more than one page of data is available, you can click the buttons at the bottom left of the table to navigate through the various pages, or you can select a specific page in the Page drop-down list to display data for a specific page.

When the page is initially displayed, the list of users displayed is automatically filtered to show active users that are currently associated with your subscriber. The current filter criteria displays to the right of the Set Filter button.

Set Filter

You can click Set Filter to search for a specific user and/or filter the list of users displayed. When clicked, the page refreshes and displays Set Filter functionality. Complete information in one or more of the following controls to search for a user and filter the list of results displayed:

In User Name, enter the specific user identification on which to search. You can enter partial information to widen your search.
In Role, select the role of the user on which to search.
As a provider, the name of your subscriber is automatically selected in the Subscriber drop-down list. This information is read-only and cannot be changed.
In Active, select Yes or No to indicate whether to include active or inactive users in the search.
In Locked, select Yes or No to indicate whether to include locked or unlocked users in the search.
In Password Reset, select Yes or No to indicate whether to include users whose passwords are currently flagged to be reset in the search.
In Last Name, enter the last name of the user on which to search. You can enter partial information to widen your search.
In First Name, enter the first name of the user on which to search. You can enter partial information to widen your search.
In Email, enter the email address of the user on which to search. You can enter partial information to widen your search.

Click Save Filter to perform a search based on the filter criteria specified. The page refreshes and results found to match the filter criteria are displayed in the Users table. Or, click Cancel to discard the filter criteria.

Users

In the columns of the Users table, the following information is displayed for each user that matches the specified filter criteria:

Click the Details link to display detailed information about the selected user. When clicked, the page refreshes and displays User Detail information.
User ID displays the unique user identification of the user.
Subscriber displays the organization to which the user belongs.
Role displays the role currently assigned to the user.
Last Name displays the last name of the user.
First Name displays the first name of the user.
Email displays the email address at which the user can be contacted.
Active indicates whether the use's profile is currently active. Users with inactive profiles are not able to log in to the application.
Locked indicates whether the user's profile is currently locked. Users with locked profiles are unable to access the application.
Reset indicates whether the user's password is flagged to be reset the next time he or she logs in to the application.

Click Add User to add information for a new user. When clicked, the page refreshes and displays Add New User functionality.

User Detail

User Detail information displays when the Details link in the Users table is clicked. The information is initially displayed as read-only; however, you can click Update User to update some of the information displayed. When clicked, the page refreshes and displays Update User functionality. The following information is displayed for the user:

User ID/User Name displays the unique user identification of the user. In add mode, this information can be entered. Up to 20 characters may be entered. In edit mode, this information is read-only and cannot be changed.
User Key displays the unique record number assigned to the user. This read-only information is automatically assigned by the application when new users are added and cannot be changed.
Subscriber displays the organization to which the user belongs. In add or update mode, this information can be changed.
Role displays the role currently assigned to the user. In add or update mode, this information can be changed.
Last Name displays the last name of the user. In add or update mode, this information can be changed. Up to 30 characters may be entered.
First Name displays the first name of the user. In add or update mode, this information can be changed. Up to 30 characters may be entered.
Middle Name displays the middle name of the user. In add or update mode, this information can be changed. Up to 30 characters may be entered.
Email displays the email address at which the user can be contacted. In add or update mode, this information can be changed. Up to 255 characters may be entered.
Phone displays the telephone number at which the user can be contacted. In add or update mode, this information can be changed. Up to 20 characters may be entered.
Fax displays the fax number at which the user can be contacted. In add or update mode, this information can be changed. Up to 20 characters may be entered.
Grid Page Size displays the number of records that will display per page within a table when the user uses the application. For example, if 5 is selected, only five records will display per page in the search results table when the user performs a search. In add or update mode, this information can be changed.
Theme displays the color scheme currently selected in the user's profile for the application. In add or update mode, this information can be changed.
Security Word displays the security word currently on file for the user. This information is used when the user has forgotten their password. In add or update mode, this information can be changed.
Active indicates whether the user is currently active. Users with inactive profiles are unable to access the application. In add or update mode, this information can be changed.
Last Login displays the date and time the user last logged into the application. This information is read-only and cannot be changed.
Locked indicates whether the user's profile is currently locked. Users with locked profiles are unable to access the application. In add mode, this information is read-only and cannot be changed. In update mode, this information can be changed.
Failed Login Count displays the total number of times failed login attempts that have occurred for the user. This information is read-only and cannot be changed.
Password Reset indicates whether the user's password is flagged to be reset the next time he or she logs in to the application. In add mode, this information is read-only and cannot be changed. In update mode, this information can be changed.
Password Set displays the date and time the user's password was last changed. This information is read-only and cannot be changed.

Click Save to save the information that has changed as necessary. Or, click Cancel to discard the changes.

Tutorials...

View Detailed User Information