Users

Maintenance | Users Aids | Users Group | Position

Users

The Users Maintenance screen allows the user to configure and add Users that can use their system.

Company User Structure (Users)

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Requirements before using Users

• The user should setup the following Maintenance Module in order to proceed on using the Users
  1. Position
  2. Users Group
• For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
  1. Position Aids
  2. Users Group Aids

Users Record List

Notes:

• Users are records that has the privilege to access the system
• Users has a set of access on what specific modules that they can access through the system. The privilege and restrictions can be adjusted through Users Group

Adding Users

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Field	Description	Expected Values
1. First Name	• First Name of the User	•Alphanumeric
2. Middle Initial	• Middle Initial of the User	•Text
3. Last Name	• Last Name of the User	•Alphanumeric
4. Group Access	• Group Access of the User	•Users Group List under Users Group Maintenance Module
5. E-mail	• Email Address of the User	•Alphanumeric
6. Phone	• Phone Number of the User	•Number
7. Mobile	• Mobile Number of the User	•Number
8. Username	• Username of the User	•Alphanumeric
9. Password	• Password of the User	•Alphanumeric
10. Position	• Position of the User	•Position List under Position Maintenance Module

Notes:

• Username is a unique required field in the module. This cannot be edited once the account was created.
• Group Access is required field in the module. The list of Group Access can be found in Users Group Maintenance Module.
  • Group Access can be used as long as the status of the Group Access is ACTIVE
• Position is required field in the module. The list of Position can be found in Position Maintenance Module.
  • Position can be used as long as the status of the Position is ACTIVE
  • INACTIVE position can still be use if it is used by the users prior to its deactivation.
• For detailed instructions on how to create a Users, the user may visit the Users Job Aids which can be found here

Editing Users

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Field	Description	Expected Values
1. First Name	• First Name of the User	•Alphanumeric
2. Middle Initial	• Middle Initial of the User	•Text
3. Last Name	• Last Name of the User	•Alphanumeric
4. Group Access	• Group Access of the User	•Users Group List under Users Group Maintenance Module
5. E-mail	• Email Address of the User	•Alphanumeric
6. Phone	• Phone Number of the User	•Number
7. Mobile	• Mobile Number of the User	•Number
8. Password	• Password of the User	•Alphanumeric
9. Position	• Position of the User	•Position List under Position Maintenance Module

Notes:

• Group Access is required field in the module. The list of Group Access can be found in Users Group Maintenance Module.
  • Group Access can be used as long as the status of the Group Access is ACTIVE
• Position is required field in the module. The list of Position can be found in Position Maintenance Module.
  • Position can be used as long as the status of the Position is ACTIVE
  • INACTIVE position can still be use if it is used by the users prior to its inactivation.
• For further instructions on how to edit Users, the user may visit Users Job aids which can be found here

Users Options List

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Notes:

• For further instructions on how to Import Users, the user may visit Users Job aids which can be found here

Users Importing Option

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Notes:

• For further instructions on how to Import Users, the user may visit Users Job aids which can be found here

Users Record Option

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Notes:

• The user cannot login to the system if its status is INACTIVE
• For further instructions on how to View, Edit, Activate/Deactivate Users, the user may visit Users Job aids which can be found here
  

Users View Record

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Notes:

• The module can be edited while viewing the record.
• For further instructions on how to Edit and View Users, the user may visit Users Job aids which can be found here