Users

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.

The Technician, Project Manager and AgilePort User metadata can be maintained directly in the User grid without having to open / edit User records individually.

Add Users

Adding 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
Email	Email address for the user Required
Alert Email	Address used for sending email notifications from Scheduling
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
AgilePort Only	Indicates if the user is only an AgilePort user and not a user of the core MetaField application
Project Manager	Indicates if the user is a Project Manager
Technician	Indicates if the user is a Technician

Assigning 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.

Limiting 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 number of 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.

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.

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. 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.

General Info

User account information can be updated on the General Info tab.

Roles

The Roles tab can be used to assign or remove security roles.

Subscription History

The Subscription History tab is an informational tab that shows when a user account was activated / inactivated.