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.

• Status - Displays the status of the user.
  Active - The user is active and is permitted to access the web application if also Enabled.
  Deleted - The user has been deleted and can no longer access the web application.

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 will see all users in the organization, provided no additional filters are enabled. If the viewer's Home Terminal Access is set to a particular home terminal, the viewer will see only those users with the same Home Terminal Access as the viewer.

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 an individual user from the Users list:

1. Make sure the Show All or Show Active filter is selected.
2. Locate the row containing the active user you wish to delete.
3. Click the delete button  to the right of the row.
4. A pop-up will display asking for confirmation to delete the selected user.
5. If confirmed, this deletes the selected user. They will no longer be permitted to sign in to the web application.

To delete multiple users from the Users list:

1. Make sure the Show All or Show Active filter is selected.
2. Locate the row(s) containing the active user(s) you wish to delete.
3. Check the checkbox to the left of each row.
4. Click the delete button  above the list to delete the selected user(s).
5. A pop-up will display asking for confirmation to delete the selected user(s).
6. If confirmed, this deletes the selected user(s). They will no longer be permitted to sign in to the web application.

To delete an individual 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 an individual user from the Users list:

1. Make sure the Show All or Show Deleted filter is selected to show both deleted and active users or show only deleted users.
2. Locate the row containing the deleted user you wish to restore.
3. Click the restore button  to the right of the row.
4. A pop-up will display asking for confirmation to restore the selected user.
5. If confirmed, this restores the selected user.
6. They must be re-enabled in the User Details before they can again sign in to the web application.

To restore multiple users from the Users list:

1. Make sure the Show All or Show Deleted filter is selected to show both deleted and active users or show only deleted users.
2. Locate the row(s) containing the deleted user(s) you wish to restore.
3. Check the checkbox to the left of each row.
4. Click the restore button  above the list.
5. A pop-up will display asking for confirmation to restore the selected user(s).
6. If confirmed, this restores the selected user(s).
7. They must be re-enabled in the User Details before they can again sign in to the web application.

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 Driver Filter and/or one or more page-specific filters.
The filters are live updating. The displayed list will change as filters are selected.
Click the filter button  to hide or show the page filters, or click the close button  in the filter pane to hide the filters.
Click the refresh button  to manually refresh the list.

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.

  To clear this filter:

  1. Select Clear All  at the top corner of filter option.
• User Status- include active and/or deleted users.
  • To include only active users, click Show Active (selected by default).
  • To include only deleted users, click Show Deleted
  • To include both active and deleted users, click Show All

Customizing the list display

1. Click the more button  , then click Configure Columns.
2. Click to deselect or select columns from the list shown. Click Reset to return the selection to the default settings.
3. Click Save when finished. The page will update to display the new selections.
4. Click Cancel to return to the list without saving any changes.

1. Click the more button , then click Configure Columns.
2. Click and drag the handle button  to the right of each column to change the display order. Click Reset to return the selection to the default settings.
3. Click Save when finished. The page will update to display the new selections.
4. Click Cancel to return to the list without saving any changes.

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.