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Overview

Manage Client Users:

  • Add a new Client User
  • Modify Client User details
  • Delete Client User
  • Reset Client User Password
  • Deactivate Client User




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Client Users List

The Client Users are listed as rows in a grid.

The grid displays the following data columns:

  • First Name
  • Last Name
  • User Name
  • Email
  • Active
  • Designation
  • ID

The right most column contains the Action Icons that are used to perform various functions for each Client User.


Grid Navigation

Multiple pages will be displayed for a grid listing more than 10 items.

The Page Navigation Bar helps Users navigate between pages of items in a grid and also go to a specific page.

Page Navigation always display the page number of the page a User is currently viewing and also includes back and next buttons, and for large numbers of pages includes first or last buttons.




Search

A keyword search which allows the User to refine the Client Users displayed in the grid.

A keyword search looks for the word(s) anywhere in the Client Users. Keyword searches are useful when the User has part of the information.


Sort

Allows Users to click on the heading name, for columns displaying the Sort icon, to re-organise the grid in the order of the data in that column.

Clicking a heading name will alternatively order the grid data in ascending order and then in descending order.

Ascending means smallest to largest, or alphabetical.

Descending means largest to smallest, or reverse alphabetical.



Add New

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FIELD DESCRIPTIONS


Client User password.

Field
Description
First Name

The first name of the Client User.

This is a mandatory field.


Last Name

The last name of the Client User.

This is a mandatory field.


Username
Password

Client User password.


Active

The Client User is active:

  • Checked (default option) 
  • Not checked


Primary Email

Client User email address.

This must be unique and not have been already used for an existing Client User.

This is a mandatory field.

Password


Active

The Client User is active:

  • Checked (default option) 
  • Not checked
Secondary Email 



Role

The Client User Role

This information is associated with Roles managed in the Configuration menu.

This is a mandatory field.


Designation

Client User designation for example Student or Agent.


Id

Client User ID

This is a mandatory field.


Preferred Name

The preferred name of the Client User.


Date of Birth

Client User date of birth.


Upload Image

Upload or Clear the User image (Picture or Photo) of the Client User.




Info

When a Client User is created in Meshed Workflow they are notified by email. The notification email uses an Email Template managed in the Configuration menu.







 
Info
titleUser Name

Meshed Workflow creates the User Name in the following way:

  • If Meshed Workflow IS integrated with other Meshed Platforms the User Name is synchronised.
  • If Meshed Workflow IS NOT integrated with other Meshed Platforms the User Name is the Email Address.


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Edit


All fields can be modified.

Leave the password field empty to retain the existing password for the Client User.





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Delete



A confirmation message will be shown that requires action.



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Reset Password



A confirmation message will be shown that requires action.



A confirmation message will be shown that requires action.


Info

When a Client User Password is Reset in Meshed Workflow the Client User is notified by email. The notification email uses an Email Template managed in the Configuration menu.









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Deactivate



A confirmation message will be shown that requires action.