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
|
| 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 | |
| Department | |
| 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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User account information can be updated on the General Info tab.
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Roles
The Roles tab can be used to assign or remove security roles.
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Subscription History
The Subscription History tab is an informational tab that shows when a user account was activated / inactivated.
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