Purpose
The Users grid allows you add and modify MetaField user data (account information). In addition, it allows for the assignment and removal of security roles.
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| Field | Description |
|---|
| Username | - Username that will be used to log into MetaField
- Required
- Must be at least 4 characters
|
| 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
|
| Signature Name | - Name that should be displayed when digitally signing a report (if report is configured to display a name as part of the signature)
- If not supplied, the First Name / Last Name fields will be used for the name
|
| Title | - Enter users title
- Title will display with Signature Note when configured appropriately
- Commas and periods are allowed
|
| Email | - Email address for the user
- Required
|
| Alert Email | - Address used for sending email notifications from Scheduling
|
| Office | |
| Department | |
| AgileStamp Username | - AgileStamp username for the user
- Only applicable if your firm subscribes to AgileStamp
| AgilePort Only | Indicates if the user is only an AgilePort user and not a user of the core MetaField application |
| Project Manager | - Indicates if the user is a Project Manager
|
| Field Technician | - Indicates if the user is a Field Technician
|
| Lab Technician | - Indicates if the user is a Lab Technician
|
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