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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. |
Adding a User
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.
Limiting Project Access
Project access for users can be limited to only projects an administrator gives them explicit rights to.
Deactivating a User
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