Table of Contents | |
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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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Tip |
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The Technician, Project Manager and AgilePort User metadata can be maintained directly in the User grid without having to open / edit User records individually. |
Warning | ||
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Special Note for Customers with Adapters: If you have an adapter reading data in from your source system, once a user record has a MetaField password all data for that user record now must be managed in MetaField. So for example, if you make the user inactive in your source system this will NOT inactivate the user in MetaField. |
Add Users
Adding General Info
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 from the General Info tab.
Field | Description |
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Username |
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Password |
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Repeat Password |
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First Name |
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Last Name |
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Signature Name |
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Title |
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Alert Email |
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Office |
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Department |
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AgileStamp Username |
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AgilePort Only |
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Project Manager |
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Technician |
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Assigning Roles
A user that is added must be assigned at least one role. Select the appropriate role(s) to apply to the user account from the Roles tab.
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