The General Tab: Users

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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

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

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
Commas and periods are allowed

Phone Number

Supports the placeholder value for the Senders Phone Number for default email messages set in Admin

Email

Email address for the user
Required

Alert Email

Address used for sending email notifications from Scheduling

Tip
Multiple email addresses can be entered if separated by a semi-colon

Warning
Agile Frameworks recommends no longer using the email to text option as cell phone carriers are starting to derogate this functionality, resulting in email to text messages no longer being reliable received by the recipient.

Office

Office location of the user
From General - Offices

Department

Department of the user
From General - Departments

AgileStamp Username

AgileStamp username for the user
Only applicable if your firm subscribes to AgileStamp

Project Manager

Indicates if the user is a Project Manager

Field Technician

Indicates if the user is a Field Technician

Lab Technician

Indicates if the user is a Lab Technician

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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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Project Access

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 numbers for 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. Users added to confidential projects in Project Administration will have those confidential projects displayed in this grid. If there is no check mark in the "Is Restricted To Projects Below" check box, users will have access to those confidential projects plus all other non-confidential projects.

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Info
Users with rights to manage User security have access to all project data, regardless of settings.

Deactivate 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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Tip
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, regardless of system usage by users.