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.

Special Note for Customers with Adapters:

If you have an adapter reading data in from your source system, once a user record has a MetaField password all data for that user record now must be managed in MetaField. So for example, if you make the user inactive in your source system this will NOT inactivate the user in MetaField.

Add Users

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 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 Multiple email addresses can be entered if separated by a semi-colon Users will sometimes use their carrier's email address for text messages to receive notifications via text message
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
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

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.

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 numbers for 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. Users added to confidential projects in Project Administration will have those confidential projects displayed in this grid. If there is no check mark in the "Is Restricted To Projects Below" check box, users will have access to those confidential projects plus all other non-confidential projects.

Users with rights to manage User security have access to all project data, regardless of settings.

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.