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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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The Technician, Project Manager and AgilePort User metadata can be maintained directly in the User grid without having to open / edit User records individually. |
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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.
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Project access for users can be limited to only projects an administrator gives them explicit rights to. To limit a users access to projects, mark the "Is Restricted to Projects Below" checkbox true. Add the project number of projects the user will need access to in the "Project Number" field. Select Add. Repeat this step for all projects the user will need access to. To remove a users access to a project, select the x icon to the right of the project in the grid.
Deactivating
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Users
Users can be deactivated by Administrators in MetaField by simply clicking the square icon on the right side of the grid. Likewise, this icon (which will turn into an arrow) can be clicked again to re-activate a user account.
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The Active / Deactive control DOES NOT affect billing. Only Role management affects Subscription Billing. Customers are billed for all users with at least one Role assigned. The system will not allow a user to be deactivated if they have a role assigned to them. |
Edit
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Users
To edit a user account, click the pencil icon on the right side of the grid.
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