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

FIELD DESCRIPTIONS

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	This is a mandatory field.
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.
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.

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 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.

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

A confirmation message will be shown that requires action.

Overview

Client Users List

Grid Navigation

Search

Sort

Add New

FIELD DESCRIPTIONS

Edit

Delete

Reset Password

Deactivate

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