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Table of Contents
Table of Contents

About

Users allows you to view details add and modify Roles for a single user by selecting the edit icon to the right of a user's name and the Manage User box will display.  This tab lists all current MetaField users.

Users

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Tip
titleRemoving User Access to MetaField

The recommended approach for removing user access to MetaField is through the User screen. Open the Manager Users box and deselect all roles.

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titleEditing User Roles

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MetaField user data (account information).  In addition, it allows for the assignment and removal of secuirty roles.

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Adding a User

To add a user, click the Add User button on the right side of the grid.  Enter the following metadata for the user account being added.

FieldDescription
Username
  • Username that will be used to log into MetaField
  • Required
  • Must be at least 4 characters
Email
  • Email address for the user
  • Required
Password
  • Password for the user account
  • Required
Repeat Password
  • Simple validation that the password entered above matches
First Name
  • First name of the user
  • Required
Last Name
  • Last name of the user
  • Required
Office
  • Office location of the user
Department
  • Department of the user
AgileStamp Username
  • AgileStamp username for the user
  • Only applicable if your firm subscribes to AgileStamp
Tip

Try to ensure consistent naming of each Office and Department since these values are open text. Office and Department functionality will be enhanced in a future version of MetaField.

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