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Comment: Published by Scroll Versions from space DOC and version HG-8.3.1

Working with Users

Users and Groups are managed from the Admin area, under the Users tab. The Users tab contains three sub-tabs: Users, Groups, and Chart View


Table of Contents

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User List Overview

A User is defined as a single login account that accesses ProVision. On the Users page, users may be created, edited, assigned to groups, have password information reset, or be removed. 

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When viewing the Users List, the following is shown:

  • Selection checkbox: The checkboxes on the the left side of the user may be used to multi-select users to delete
  • Info: An informational tag displays for External (external users are not editable) or disabled users
  • Username: The associated login email address for local users, or the server username for external users. Click on the username to view user details.
  • Full Name: The manually entered first and last name of the user
  • Groups: The group(s) to which the user belong - if the user belongs to multiple groups, an interactive bubble will display with the number of additional groups (+1). Click on this bubble to view all groups for the user.
  • User Icon: Click for a shortcut to view the permission chart for the user. Once in the chart view, select the desired group to finalize the view
  • Gear Icon (Action Menu): Right Click on the gear icon (or anywhere on the user row) to open the action menu for the user

User List View Options

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Items per page

Select the "items per page" filter to limit the number of users displayed at one time. Any additional users will be displayed on following pages.

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Use the page numbers and navigation arrows at the bottom of the list to view extra pages.

Sort

The Users list may be sorted for any column with the sort arrow icon (↓↑ ).

Click on the column name to toggle between ascending / descending order for that field.

Filter by Group

Filter the Users list to only view a certain group by selecting a group from the "Filter by group" dropdown.

Search the list for a specific username or full name by typing all or part of either name in the search box.

Working with Users

Creating User Accounts

Add Users by clicking on the "Create User" button at the upper right of the "Users" page. This will take you to the Create User screen. 

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