The Users list is used to keep all detailed information about users containing personal data, account, and login settings required for authentication. It allows setting up relations with other users, groups of users, and provides to register data about SimpleOne users activity in your system.
Create a new user
Within Users list, SimpleOne administrators can create, edit and delete records.
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Role required: admin. |
| Panel |
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| title | To create a new user, follow the steps below: |
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| | Note |
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Role required | admin. |
- Navigate to User Administration → Users.
- Click New and fill in the form fields.
- Click Save to apply the changes.
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Field | Description |
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| User ID | A unique user login identifier. |
| Display Name | A name displayed in the system. |
| First Name | User's full first name. |
| Last Name | User's last name. |
| Employee | Assign an appropriate employee record from the Employees list. |
| Primary Group | Assign user's group clicking on the magnifier icon and selecting one from the list appeared. |
| Password hash | Assign user's login password with further opportunity to change it if needed. |
| Password needs reset | Set this checkbox active if password needs to be changed by the user on the first login. |
| Active | Set this checkbox on to make the user active. The active state allows users to work with all the features of the SimpleOne system |
| Locked out | Set this checkbox active to assign this user as a non-interactive user. |
| Email | A user's email address. |
| Related lists |
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| User Group | All the user's groups. |
| User Role | All user's roles that are specified by the administrator. |
| Employee | The tab contains a related record from the Employee list. |
| Attachment | This tab contains all user's tokens. |
Assign a user to a group
Specify a user role
A role granted to a user determines the level of access to the SimpleOne system features. Basically, a user inherites a role from the group assigned. You can also assign a role to a user directly.
| Note |
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Role required: admin. |
Assign a role to a user
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| title | To assign a role to a user, follow the steps below: |
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- Open the user's record form.
- In the Role related list, click Edit.
- In the heap select form, select the roles from the list of available ones.
- Click Save to apply the changes and leave the form.
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