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User Adminisrtation category allows managing Users, Groups, Companies, Departments and Locations lists (dictionaries) with folowing actions:
- Creating a new record;
- Viewing record details;
- Deleting a record.
Add a new record
You can add new records in list. To Create a create a new record press New button, and fill in the , please complete the following steps:
- Push New button on the top left;
- Fill in required fields on the form;
- Push Save button at the bottom or at the top of the form to save changes or Save and Exit button at the top of the form to save changes and leave the filling form.
Click the information icon to on the left of the record's name field to view record details. To enter the filling form press Open record button in preview form.
Delete a record
To delete a record select it switching on the checkbox on the left side of the list table and then press Delete button on the top right side of the top of the page.
You can delete the same way all list records previously selecting them with the switched on checkbox at on the left under the list table.
Sort records by
conditionconditions
To sort records by custom condition click the filter icon to enter Condition Builder which allows creating conditions for the collecting of the fields dynamically formed, depending on the context. Sorting records with custom filters. Customizing list layout fields
Configure List layout
You can customize displayed list layouts using List layout tool. Enter the hamburger menu on the top left and
Administrator can configure tables with advanced settings via Developer Tools.
Users
Users list is used to keep all information about users containing personal data, account and login setting. It allows to set up relations with other users, groups of users and company's departments.
| Field | Description |
|---|---|
| User ID | Contains a unique user login identifier |
| Display Name | |
| First Name | |
| Last Name | |
| Job Title | |
| Primary Group | |
| Department | |
| Company | |
| Password hash | |
| Name | |
| Primary Group | |
| Active | |
| Locked out | |
| Manager | |
| Company | |
| Sys updated at |
Groups
Group list contains all groups that are used to classify users by specific attributes set by administrator. Putting users together (Keeping users in groups) provides applying actions (such as granting rights or role assignment) performed on groups automatically to all group users.
You can customize a list of visible fields with Form Layout developer tool.
| Field | Description |
|---|---|
| Name | |
| Description | |
| Responsible |
Companies
Coming soon...
| Field | Description |
|---|---|
| Name | |
| Street | |
| City | |
| Zip / Postal Code | |
| Phone | |
| Vendor | |
| Manufacturer |
Departments
Coming soon...
| Field | Description |
|---|---|
| Name | |
| ID | |
| Department head | |
| Primary contact | |
| Description |
Locations
Coming soon...
| Field | Description |
|---|---|
| Name | |
| Contact | |
| Phone | |
| City | |
| Latitude | |
| Longitude |
| Table of Contents | ||||
|---|---|---|---|---|
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