This option allows you configure and manage all users who have access to your Billdozer system – depending on permissions. From this screen you can view, edit or delete users.
You can also create new users.
By default, choosing the General Settings tab displays the User Management screen, and displays a list of all existing (activated and deactivated) users.
View Users
User information is provided under the following headings:
- Username/Api Key – The username or Api Key (if accessing their user account remotely by interfacing with Billdozer Web services) of the user. Click the View User (magnifying glass icon) next to the email address to view the currently configured permissions for the selected user.
- First Name – The user’s first name.
- Last Name – The user’s last name.
- Sales Consultant – If applicable.
- Landline – The user’s contact telephone number.
- Mobile – The user’s mobile phone number.
- Is Admin User – Yes (true) or No (false).
- Deactivated – Indicates if the user has been deactivated (True – user deactivated or blank – user still active).
- Locked – Indicates if the user has been automatically locked out of their user account for any reason, e.g. incorrect password entry, or manually locked out of their user account by their administrator.
- Message – The last message relating to the user account, e.g. “Account has been unlocked by……”.
- Date Last Login – The date and time of the last successful user login.
Manage Users
- Search for a specific user by filtering on a column: Username/Api Key, First Name, Last Name, or Sales Consultant. See Common Tasks/Filtering Lists.
- Click the View User (magnifying glass) icon next to the user you want to manage.
- Click Edit, and edit the user details and access permissions of the user. See also How to Create a User for more information about the fields that can be edited.
- If for any reason you want to manually lock a user out of their user account, click Lock Account.
- Click Save when complete to save the updated user details.
Note: User information can only be edited it cannot be deleted. However, a user account can be deactivated or re-activated (see below).
Deactivate User
User’s can be deactivated if they no longer need to access your Billdozer site, for example if they no longer work for you, or if their role changes within your company.
To deactivate a user:
- Click the Deactivate User (trashcan) icon next to the user you want to deactivate. A user deactivation confirmation dialogue is displayed.
- Click Yes to deactivate the user or No to abort the process.
Re-activate User
A user who has been deactivated can also be re-activated if necessary.
To re-activate a user:
- Click the Re-activate User icon next to the user you want to re-activate. The user is automatically re-activated.
