Overview
Manage Client Users:
- Add a new Client User
- Modify Client User details
- Delete Client User
- Reset Client User Password
- Deactivate Client User
Client Users List
Page 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 |
|---|---|
| First Name | The first name of the Client User. |
| Last Name | The last name of the Client User. |
Client User email address. This must be unique and not have been already used for an existing Client User. | |
| Password | Client User password. |
| Active | The Client User is active:
|
| Role | This information is associated with Roles managed in the Configuration menu. |
| Is Client Administrator | The Client User is an administrator:
Only one option can be selected. |
| Designation | Client email address. |
| Id | |
| Date of Birth | Client User date of birth. |
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.
User 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.
Edit
All fields can be modified.
Leave the password field empty to retain the existing password for the Client User.
Delete
Reset Password
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.
Deactivate
