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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| 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-colonUsers will sometimes use their carrier's email address for text messages to receive notifications via text message
|
| 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 | |
| Department | |
| 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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| 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. The system will not allow a user to be deactivated if they have a role assigned to them. |
Edit Users
To edit a user account, click the pencil icon on the right side of the grid.
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