User Maintenance


Overview

Purpose

The purpose of this article is to provide a guide for maintaining Users in SolutionAmp

Pre-Requisites

This document assumes the following has been provisioned:

a.   A User Id has been provided to an end-user with Client Admin access rights in SolutionAmp

b.   The end-user is familiar with the SolutionAmp, including Menu navigation

c.    In this guide the end-user should be a Administrator or similar, tasked with maintaining User accounts in SolutionAmp 

Expected Outcomes 

By the end of this article, the reader will be able to complete the administration maintenance functions to add, update, and delete user accounts

User Maintenance

To maintain user accounts in the system, Navigate to the Users menu from the Home menu by selecting “Settings > Users”, shown below.

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Add User

To add a new user to the system, select Add User from the Users menu 

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 Once Add User is selected, the Create User screen is presented. From this screen select the User Role and enter Name, Username, Email Address, and Password and select “Create” to create the new user account

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Edit User

To edit or update a User, navigate to the Users menu and select the pencil (edit) icon 

 

The Update User screen is displayed below. The User Role and Password can be changed from this screen. Enter the relevant updated details and select Update to complete the change 

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Delete User

To delete a user, navigate to the Users menu and select the bin (delete) icon for the Username to be deleted

 

A confirmation popup will be displayed to confirm the action. Select the OK button to complete the user account deletion