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User

12 bytes added, 19:43, 4 June 2019
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Adding a user to a level of the hierarchy does not mean that when they log in they will be able to access the system. You must manually enable the user to have access to the system.
1. On the [[Profile|profile page ]] of the newly added user, select the '''Options''' button to reveal a drop-down menu.
2. Under the heading '''Properties,''' select '''Roles and Access'''.
:* '''Duplicate Check Setting: '''Allows you to define which fields are prompted for and compared with existing Contacts for duplicates when adding new users. See [[Duplicate Check]].
:* '''Default User Settings: '''Manage default settings for first time login user. 
 
:* '''List Views: '''Used to configure the [[List View|list view]] for users.
:* '''Lookup List Views: '''Used to configure the fields shown when using an [[Ajax]] lookup on users; also determines the [[List View|list view]] for the Lookup dialog for the [[standard field]] "Organization" in the {{UTA}}. See [[Configuring Ajax Lists Views]]. 
:* '''Activity List Views: '''Used to configure the [[List View]] for the activities of users. 
:* '''Deleted Staff/Contact: '''Allows you to view, restore, or purge recently deleted users. For more complete instructions, see [[User#Restore or Purge Deleted Contacts|here]]. 
 
==See Also==
:* [[Administrator]]
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