Users

Introduction

The Users section allows an administrator to manage any users added to the system. A user of the system can be or is also somebody who is a potential credential type holder. The main admin should be able to add an existing person and assign a role.

In the User Overview, you can see a table of confirmed users and their roles. To change the information from a user, select the user and click Edit. You can also deactivate the user manually by using a business rule.

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Adding Users

To add a new system User to the Admin Center or Controller, select the + button option in the top right corner.

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An email address is a requirement for adding new system users. Enter the required information in the window that opens from the right. Provide an Email Address, and optional Mobile Phone Number, set the user to Active then select a Default Role, or a Custom Role, from the drop-down menu. You can assign Start and End dates to automatically activate or deactivate an account on a given day. Click on Save to store the user, and the user will receive an email confirming the account.

Deleting Users

To delete a user, select the delete user button in the table row of the user you would like to delete. After selecting the delete button action, a Delete User confirmation window will appear. Select Yes to fully delete the user from the system.

Editing Users

To edit an existing user, click on the pencil icon on the right side of the record.

Enter the required information in the window that opens from the right. Provide an Email Address and optional Mobile Phone Number, set the user to Active, then select a Default Role or a Custom Role from the drop-down menu. You can assign Start and End dates to automatically activate or deactivate an account on a given day. Click on Save to store the changes to the user.