Users

Topics in this section:

• What user information is shown on this page?
• Why can't I see all of the users in my organization?
• Adding a user*
• Editing a user*
• Deleting a user*
• Restoring a deleted user*
• Using filters to search for users

* An application user must have a user role with View/Modify permission to the Admin feature to add, edit, delete or restore a user.

Related topics:

• What is the difference between a user and a driver?
• Can I convert a driver into a user or a user into a driver?
• What information is displayed for a user?

What user information is shown on this page?

• User ID - Identifier the user uses to login to the application
• User Name - The name of the user, given in the format Last Name, First Name
• User Role - The user role currently assigned to the User

  User Roles determine the user's level of permissions to web application features.

• Enabled - If the user is permitted to access the web application

  An Enabled user is permitted to sign in to the web application, whereas a Disabled user is prohibited from doing so.

Why can't I see all of the users in my organization?

The viewer's Home Terminal Access setting determines which users are displayed.

If the viewer's Home Terminal Access is set to All Home Terminals, the viewer look at all users in the organization. If the viewer's Home Terminal Access is set to a particular home terminal, the viewer can look at only those users with the same Home Terminal Access that the viewer has.

Adding a user*

To add a new user to the organization:

1. Click the New button. This displays the User Detail page.
2. Enter the user's details.
3. Click the Save button to save changes and return to the Users list page.

Points to remember when adding a user:

• The User ID must be unique. No two users or drivers in an organization may share the same ID, even if they are assigned to different home terminals. Uniqueness checking is case insensitive and includes both deleted and non-deleted records.
• If the viewer's Home Terminal Access is restricted to a particular home terminal, that viewer can only add users with Home Terminal Access to that same home terminal.

Editing a user*

To edit the details of a user already existing in the organization:

1. Locate the row in the table containing the user you wish to edit.
2. Click the User ID link. This displays the User Detail page.
3. Change the user's details.
4. Click the Save button to save changes and return to the Users list page.

Points to remember when editing a user:

• When changing the User Role or Home Terminal Access for a user who is currently signed in to the website, the new permissions will take effect the next time the user (re)loads a web page.
• If the viewer's Home Terminal Access is restricted to a particular home terminal, that viewer cannot change the Home Terminal Access for any user.
• A user can never change his or her own User Role, Home Terminal Access, or Enabled status.

Deleting a user*

When a user leaves your organization, you may wish to delete the user so that he or she is prevented from signing in to the application. Deleting a user also hides the user's records so that they are no longer included in reports.

* Deleting a user merely hides the user's records; it does not remove the user's records from the database.

Users may be deleted from the Users list page (one or more users at a time) or from the User Detail page (one user at a time).

To delete one or more users from the Users list:

1. Make sure the Display Deleted checkbox is NOT checked so that only non-deleted users show in the table.
2. Locate the row(s) containing the user(s) you wish to delete.
3. Check the checkbox to the left of each row.
4. Click the Delete button. This deletes all users that you have selected.

To delete an user from the User Detail page:

1. Click the User ID link to display the detail page.
2. After the User Detail page is displayed, click the Delete button.

Points to remember when deleting a user:

• A user can never delete his or her own user profile.

Restoring a deleted user*

Users may be restored from the Users list page (one or more users at a time) or from the User Detail page (one user at a time).

To restore one or more users from the Users list:

1. Check the Display Deleted checkbox to show the table with both deleted and non-deleted users.
2. Locate the row(s) containing the user(s) you wish to restore.
3. Check the checkbox to the left of each row.
4. Click the Restore button. This restores all users that you have selected.

To restore a user from the User Detail page:

1. Click the User ID link to display the detail page.
2. After the User Detail page is displayed, click the Restore button.

Using filters to search for users

The total number of users displayed in the table may be reduced through the use of the Group Filter and/or one or more page-specific filters.

The following page-specific filter options are provided:

• Filter By text - Include only the users for whom a particular attribute begins with the text specified

  To apply this filter:

  1. Select User ID, First Name or Last Name from the drop-down list.
  2. Enter the desired text into the box.
  3. click the View button.

  To clear this filter:

  1. Select None from the drop-down list.
  2. Click the View button.
• Show Deleted items - Include deleted as well as non-deleted users

  To include deleted users in your search:

  1. Check the Show Deleted checkbox.
  2. Click the View button.

  To exclude deleted users from your search:

  1. Uncheck the Show Deleted checkbox.
  2. Click the View button.

Points to remember when using filters:

• Multiple filters may be used in conjunction. For example, you can choose to view deleted and non-deleted users who have a User ID beginning with X.
• Text-based filtering is not case sensitive, and partial matches are returned. For example, filtering by First Name = JO or First Name = jo may return users named Jo, Joan, John, or Joseph.