General - Users

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.

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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.

Field	Description
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.

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Deactivating a User

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.

Edit / Manage a User

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.

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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.