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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
- 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
FIELD DESCRIPTIONS
Field | Description |
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| 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 | This is a mandatory field. |
| Password | Client User password. |
| Active | The Client User is active:
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| 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. |
| Secondary Email | User official email or college 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. |
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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.  |
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Meshed Workflow creates the User Name in the following way:
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Edit
All fields other than Username can be modified.
Leave the password field empty to retain the existing password for the Client User.
Delete
A confirmation message will be shown that requires action.
Reset Password
A confirmation message will be shown that requires action.
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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.
