Users

The list of "Users" is available in "Administration" within the "System", Manage Users folder. You can edit, search, and filter the "Users" information, however new users are added on the ONESOURCE platform.  "Users" cannot be deleted however can be "De-Activated."

 

Users Details

•The "Active" Users will have a green check mark beside their name.
•The User Name is user-defined and can be any combination of alpha-numeric characters, including spaces, up to 60 characters.
•The User ID is assigned when the user is created by the administrator.
•The User Group is assigned when the user is created by the administrator.
•The Phone is assigned when the user is created by the administrator.
•The Email is assigned when the user is created by the administrator.
•The User Status is assigned when the user is created by the administrator.
•The Notes are entered when the user is created by the administrator. Existing user's notes will appear in a list.
•The Change Password option is selected to update the user password.

 

To edit the "Users" information:

1.Click Edit.
2.Type the Name.
3.Type the User ID.
4.Select the Group.
5.Type the Phone number.
6.Type the Email address.
7.Select the user to Copy access from information.
8.Click the User Status to make the user "Active" or "InActive."
9.Type Notes, if needed.
10.Click Save.

 

To search and filter the "Users" list:

1.At the bottom of the "Users" list, Type the keyword.
2.Click Search.