Admin > User
This screen allows you to view all the users that have been previously created in the system. You can easily search for a particular user with their login name or username. You can check the ˜Include Inactive Users” box before clicking on the Apply button to view inactive users in your search.
To add a new user to the system, select the +User button located at the top-right corner of the screen. This will take you to the User Entry Screen where you can enter the necessary information and create a new user account.
Copy User Permissions
This icon allows Admins to quickly replicate and assign permissions from one user to another.
How to Use the Copy Permissions Feature
Step 1: Choose the Target User
- In the user list, locate the user you want to assign permissions to.
- Click on the Copy Permissions icon next to that user’s name.
Step 2: Select the Source User
- A pop-up window will appear titled Copy Permissions.
- In the search field, type the name or ID of the user whose permissions you want to copy.
- Select the user from the dropdown list.
Step 3: Save the Settings
- After selecting the source user, click Save.
- The system will automatically assign the selected user’s permissions to the target user.
Note - There are different tabs on this screen, and you can navigate to the next tab by clicking on the particular tab name
Icons – Click here to learn more about how to use these icons.