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Table of Contents
Table of Contents

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

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.

FieldDescription
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
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
Technician
  • Indicates if the user is a Technician

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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