Administration - Users
From VersaVision Support
- OVERVIEW
- Administration is used to access important system components. There are multiple components inside Administration, this page is focused on the User component.
- A User is a person or persons that can log into the VersaVision system. Each User will be assigned to a Role that determines what they are allowed to do in the system.
- This page will concentrate on Viewing, Editing, Adding, Deleting User Information and Resetting a User's Password.
- NAVIGATION
- Administration can be accessed via the Home page menu or the Administration icon. Once Administration has been selected - select Users from the menu.
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- VIEW USER INFORMATION
- On the Users page there will be a list of all the users setup in the system. Click anywhere on the row of a User to view the properties.
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- The User row will highlight in the Users list.
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- On the right side of the Users list a User Properties window will show.
- The User Email Address, Name, Last Name, selected Language and Assigned Role will be displayed.
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- To close the User Properties window, click on the "X" in the right corner next to the Save button.
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- EDIT USER INFORMATION
- On the Users page there will be a list of all the users setup in the system. Click anywhere on the row of the User that needs to be edited.
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- The User row will highlight in the Users list.
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- On the right side of the Users list a User Properties window will show. Click in the Email Address field to edit the user email address.
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- Click in the Name field to change the first name of the user.
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- Click in the Last Name field to change the last name of the user.
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- Click in the Language field to change the display language for the user.
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- When multiple Roles are setup, click in the box next to the role that needs to be setup for the user.
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- Once all changes have been made, click on the Save button at the top right side of the window.
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- Any changes made to the User will be reflected on the User list. The exception is the Language, this information is not shown on the User list.
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- To close the User Properties window, click on the "X" next to the Save button.
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- ADD NEW USER
- On the Users page click on the Add New button.
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- The New User window will show on the right side of the Users list. Click in the Email Address field to enter the users email address.
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- Click in the Name field to enter a first name for the User.
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- Click in the Last Name field to enter the last name of the User.
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- Click in the Password field to enter a password for the User.
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- Click in the Confirm Password field and re-enter the password for the User.
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- Click on the down arrow in the Language field to select a display language for the User.
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- Click in the box next to the Role that applies to the User.
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- Once all User information has been entered, click on the Save button in the top right corner of the window.
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- The new User will show in the Users List.
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- Close the Users Properties window by clicking on the "X" next to the Save button.
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- DELETE USER INFORMATION
- On the Users page click on the 3 dot icon in-line with the User that needs to be removed.
- Select Delete from the pop-up menu.
- A confirmation window will show on the screen. Select Delete to remove the User. Select Cancel to keep the User.
- If Delete was selected, the User will no longer show in the User list.
- RESET USER PASSWORD
- On the Users page click on the 3 dot icon in-line with the User that needs to have his/her password reset.
- Select Reset Password from the pop-up menu.
- A Reset Password screen will load. Click in the Password field and enter the new password for the user.
- Click in the Confirm Password field and re-enter the password.
- Click on the Cancel button to abort the change. Click on the Reset button to replace the current Password with the one entered.
- The Password will now be reset. Ensure the User is notified that the Password was changed.
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