Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 24 Next »

Table of Contents

About

Users allows you add and modify MetaField user data (account information).  In addition, it allows for the assignment and removal of secuirty roles.

Click image to enlarge.

Adding a User

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.

FieldDescription
Username
  • Username that will be used to log into MetaField
  • Required
  • Must be at least 4 characters
Email
  • Email address for the user
  • Required
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
Office
  • Office location of the user
Department
  • Department of the user
AgileStamp Username
  • AgileStamp username for the user
  • Only applicable if your firm subscribes to AgileStamp

Try to ensure consistent naming of each Office and Department since these values are open text. Office and Department functionality will be enhanced in a future version of MetaField.

Click image to enlarge.

 

 

  • No labels