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

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.

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.

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

Importing Users

1. Click Users under Maintenance Module

2. Under Position Screen, click Import Users under Options.

3. Download the template in the link provided under step 1.

4. Fill up the information needed for each columns of the template.

Position Import Details

Field	Description	Allowed Inputs	Input Restrictions	Required Field?
1. Position	Position of the user	*Alphanumeric *Special Characters	*Up to 100 characters	Yes
2. Description	Description of the Position	*Alphanumeric *Special Characters	*Up to 250 characters	Yes

5. Attach the template then click Import.

Users Record Option

Actions Available base from Users Record Status

Status	View	Edit	Deactivate	Activate	Delete
ACTIVE	☑	☑	☑		☑
INACTIVE	☑	☑		☑

Notes:

• The user cannot login to the system if its status is INACTIVE
• The user can edit the details while viewing the record.
• Activating/Deactivating and Deleting of Records can be done in two ways.
  • For single records, the user may use the drop down arrow then the action that need to perform.
  • For multiple records, the user may tick the records then click the action button that need to perform
    • Click the Yes in the confirmation to proceed on the action taken.