The User File allows Staff Users to easily view and edit user information.
You can add a new user either on the People tab at the Client/Project/Contract level, or on the Manage Users page in the Admin area.
When you add a new user on the People tab, that user will be attached to that entity. This means that when a user is added to a contract, they will also be added to the company file associated with that contract, and will therefore appear on any other contracts for that company.
To get to to the User File, select the User Name on either
- the "Manage Users" screen under the Admin area
- the People tab at the Contract, Project, of Client
On the right side of the screen, enter the desired password. The password must meet the following criteria:
- 8-16 characters
-
3 out of 4 of the following:
- At least one lowercase letter
- At least one uppercase letter
- At least one number (0-9)
- At least one of the following symbols: @ # $ % ^ & * - _ + = [ ] { } | \ : ' , ? / ` ~ " ( )
Lastly, hit the Gear icon to save.
Occasionally you will may want to transfer all of the assignments from one user to another user, such as when someone retires from a company and is replaced by someone else.
On the User File page, type in the email address of the new user you want to transfer assignments, then click the "Transfer" button. The new user will replace the old user, and will appear on any Client, Project, or Contract that the old user was on.
Note: The new user needs to be created first, so that their email address will appear in the dropdown menu next to the "Transfer" button.
Sometimes, a contact is accidently added to the wrong company. This causes that person to show up on the People tab for every contract that company is assigned to. To clean this up, you can delete that user from the company file by following the below steps.
- Confirm that the user to be deleted does not have any Application Access assigned to them
- Navigate to the company file
- On the People tab, click the Delete button. When prompted, confirm by clicking Delete.
Other times, it's appropriate to remove the user from the instance entirely. In those cases, you can either delete or archive the users be following the below steps. Deleting a user permanently removes the person from a given instance, while archived users can be re-activated at any time.
- Confirm that the user to be deleted does not have any Application Access assigned to them
- Navigate to the Manage Users tab in the Admin section
- Search for the specific user you want to delete
- Click the Delete button. When prompted, confirm by clicking Delete.
- Confirm that the user to be deleted does not have any Application Access assigned to them
- Navigate to the Manage Users tab in the Admin section
- Search for the specific user you want to archive
- Click the Archive button. When prompted, confirm by clicking Archive.
- Navigate to the Manage Users tab in the Admin section
- In the Filter dropdown, select Archived
- Locate the specific user you want to un-archive
- Click the Unarchive button. When prompted, confirm by clicking Unarchive .
