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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| Field | Description |
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| Username | - Username that will be used to log into MetaField
- Required
- Must be at least 4 characters
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| Password | - Password for the user account
- Required
|
| Repeat Password | - Simple validation that the password entered above matches
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| First Name | - First name of the user
- Required
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| 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
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| Email | - Email address for the user
- Required
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| Alert Email | - Address used for sending email notifications from Scheduling
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| Office | |
| Department | |
| AgileStamp Username | - AgileStamp username for the user
- Only applicable if your firm subscribes to AgileStamp
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| AgilePort Only | - Indicates if the user is only an AgilePort user and not a user of the core MetaField application
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| Project Manager | - Indicates if the user is a Project Manager
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| Technician | - Indicates if the user is a Technician
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Deactivating a User
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