TABLE OF CONTENTS
- Basic Details
- Access Permissions
- Regional Settings & Advanced Options
- Assigned Folders
- Group Memberships
After creating a new User, you will enter the Edit User page. You can also enter this page for existing Users by rolling over the rows in the User list page and clicking the “edit user” option. Looking around the Edit screen, on the left you will see the same fields from the Add New screen. These fields work the same way as in the new User screen.
In the top-right of the page you will also see a Send Invite and a Delete button. The Send Invite button lets you resend the invitation email to the user’s email address. The Delete button lets you delete the user, which will also remove their access to content on the mobile app.
Once an User logs in for the first time, their status changes to Active, and the Delete button is joined by a Deactivate button. Clicking the Deactivate button will change the User’s status to Inactive. This status means that all Screens, Docs and Tasks will be removed from the User’s installations of the mobile app. Inactive Users can be reactivated using the Reactivate button (which only shows when an User has an Inactive status).
On the right you will see status information and a list of the devices used by the User to log into the app. The OS and App details in the Devices section should be accurate based on the information seen when the user last logged into the app. If, however, this information is inaccurate, the user should sign out of the app and then sign in again. If the information is still inaccurate after this step, the row can be deleted via the "x" at the far-right of the row. Then once the user signs back in, the information should appear accurately.
Here the user's User Type, Email address and name fields can be edited. The email address is the email address with which the user will log into the app.
Select the "User Can Access Website" option if you want the user to have access to the web portal. Leave this unchecked if the user is only intended to use the mobile app. If "User Can Access Website" is selected, specify what permissions he/she may have and grant access to the areas he/she is allowed to access.
Regional Settings & Advanced Options
Here you can select the user's country, time zone, External ID and Metadata.
Here you can assign folder permissions to the user. You can read more about folders in these articles.
Here you can assign group memberships to the user. You can read more about user groups in this article.