Users - User Details

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Users - User Details

 

Overview

 

View or edit an existing user's details.

 

 

 

 

Click the 'Users' link in 'Company Setup > Manage Users'  to open the 'User Summary' screen.

 

Click an email address in the 'Summary' table to view the associated 'User Details'.

 

 

 

Description

 

User Details: LastName, FirstName  

 

 

 

 

 

Exit User Details.

 

 

Update details.

 

Click here for more information about the available fields.

 

 

Delete the user.

 

 

Quickly send an SMS Order to this User

 

 

Before deleting a user, you should check whether they may also be one of the following and delete accordingly:

 

StaffSafe Employee

Shift Employee

Contact

 

Deleting a user does not necessarily remove this person's other records. If you do not delete them you may not be able to re-add the user at a later date, and you may receive an error.

 

 

 

 

Clicking on Reset Password opens a pop-up with two 'Reset Methods': Email & Immediate.

 

 

For resetting instantly, user must select 'Immediate'. Once 'Immediate' is selected, the below fields appear :

 

New Password

: Type in the new password string

Verify Password

: Repeat the above typed password as verification

Show Password

: You may enable the check-box to view the typed text.

Auto-fill

: Selecting auto-fill will generate a password and fill in the fields for you.

 

 

Generate a new temporary password for the user and email it to them. Their old password will no longer be valid.

 

 

Allows Administrators to assume control of the selected user's account. This allows them to see what the user sees and better understand the account setup.

 

 

 

Opens 'New Shift Employee' page so you can add the user's details as a StaffMatch employee.

 

Click here for more information about StaffMatch.

 

 

Opens 'New StaffSafe Employee' page so you can add the user's details as a StaffSafe employee.

 

Click here for more information about StaffSafe.