Users

Accounts: Users

Use Accounts > Users to create users,Marlinspike edit account details, assign rolesaccounts and archivedecide orwhat restoreeach accounts.person can access.

Required permissions

You need:

need

• Access Settings Module (settings-access)
and
• Manage Users (settings-users)
to

manage users.

To edit roles from the user list, youYou also need Manage Roles (settings-if you want to change roles).

Openfrom the usersuser page

screens.

Opening Users

Open Settings.

,

Selectclick Accounts.

,

Selectand open the Users tab.

Create

Creating a user

1. Open Settings > Accounts > Users.
2. Select

   Click New user.

3. Fill in the user's name and e-mail address. The e-mail address is also used as the username.

   You can also fill in a Reply-to address. This is used when mail sent by the user details.

should
4. receive replies at a different address.

   Enter a password for the user.

   Choose the accountroles for the user. Roles decide which modules and authenticationactions optionsthe shownuser can access.

   Switch on Cloud access enabled if this user may log in through cloud access.

   Switch on E-mail details to the form.new user if Marlinspike should send the login details by e-mail.

   Click Create user.

   Standard initials

   A user can be linked to standard initials.

   Switch on Enable standard initials when the user should have initials available for forms and records.

   You can either:

   • create initials based on the user's name
   • Assignselect an existing initial

   Editing a user

   Open the user from the Users list.

   You can edit:

   • first name
   • prefix
   • last name
   • reply-to address
   • password
   • roles
   • standard initials
   • cloud access

   Click Save changes when you are done.

   Roles

   Roles are the most important part of a user account.

   A user can have one or more rolesroles. ifThe thepermissions forminside offers role selection.

5. Select Save or Create.
6. Confirm that the user appears in the users list.

Edit a user

1. Open Settings > Accounts > Users.
2. Find the user in the list.
3. Select the edit action for that user.
4. Update the account details, personal details or role assignments.
5. Select Save.

Change a user's roles

1. Open Settings > Accounts > Users.
2. Open the user you want to change.
3. Add or removethose roles in the roles section.
4. Save the user.

Roles controldecide what the user can seeview, andcreate, do.update, Changesapprove canor affect access immediately after the next page load.delete.

Archive

If a user

cannot
1. Opensee Settingsa >module Accountsor >button, Users.
2. Findcheck the roles first.

   Archiving a user

   Use the delete action on a user to archive the account.

   Archived users no longer appear in the active usersuser list.

3. Select

   Restoring a user

   Open the delete or archive action.

4. Confirm the action.

Archived users are removed from the active list but can be reviewed from the archiveArchive tab.

Restore an archived user

1. Open Settings > Accounts > Users.
2. Select Archive.

3. Find the archived user.

user
4. Selectand click Restore.
5. Confirm that the user is back in the active users list.