Admin > User
The User Screen allows you to view, manage, and create user accounts in TEAMS from one central location. From this screen, you can search for existing users, include inactive records in your search results, perform bulk actions, and add new users as required. It also gives administrators control over specific access settings.
Search and Manage Existing Users
To find a user, enter their Login Name or Username in the search field.
If you want to display inactive records as well, tick the Include Inactive Users checkbox. This allows you to view both active and inactive users together in the listing.
From the user listing, you can also perform bulk actions by selecting multiple user records and using the burger menu to choose from the available options, such as Send Email or Send SMS.
Please Note- Action icons and available options will only appear if your role has the required permissions.
Add a New User
To add a new user, click the +User button in the top-right corner. This opens the User Entry Screen, where you can enter details and configure the new account.
User Screen
The User Screen is divided into several tabs that allow you to enter and manage user information in an organised way.
- Details Tab – Enter the user’s Login Name, Username, Password, Phone Number, Email Address and enable permissions.
- Contact Tab – Add Phone Number and Email. If required, tick Send Email to All Available Addresses so communications can be sent to all email addresses recorded for that user.
- Address Tab – Enter local and mailing address details. Tick Copy Address if both are the same.
- Next of Kin Tab – Record Name, Relationship, Phone Number, and Email for the user’s emergency contact.
- Higher Education Tab – Add educational details if required.
Once all information is entered, click SAVE.
IMPORTANT: The Remove Document Delete Permission checkbox controls delete permission for documents.
Please note that this checkbox works in reverse:
If the checkbox is selected, document delete permission is removed
If the checkbox is unselected, document delete permission is enabled
When this permission is enabled, the delete icon will be visible to the user on all accessible screens, and the user can delete multiple documents in bulk from the Document Log screen.
Whenever a document is deleted by a user, TEAMS records an audit log entry. This helps track deletion activity and improves accountability.
Roles and Permissions
After saving the user record, the Roles and Permissions screen will appear. This is where you can assign the relevant roles and control the user’s access within TEAMS.
A burger menu in the top-right corner provides options such as:
- Add Permissions
- Remove Permissions
- Select IP Range
- Manage Documents
- Communication Options
The same menu is also available at the bottom-right corner of the Roles and Permissions Value Screen for quick access.
Icons – Click here to learn more about how to use these icons.