Documentation  >  Admin  > 

Users

The Users module allows you to manage users. To create a user, click the Create New User button, then enter all of the users information into the corresponding fields.

The Users screen is shown below:

You can change the columns that are displayed on the Users pane by configuring the grid.

User Details Tab

The User Details tab contains the following user information:

• First Name
• Last Name
• Display Name
• Login Name
• Email
• Active - If checked, the user is active; if unchecked, the user is inactive.
• Reporting Node - If checked, the user is considered a Manager; if it is not checked, Dashboard and Report Data is based on "Reports To" field.
• Employee Number
• Department Number
• Bucket Name - If a bucket has not been created for the user, this field is labeled "Create Bucket". Check the box next to the Create Bucket field to create a bucket for the user.
• Password
• Confirm Password
• Password Expires - The date when the users password will expire. After this date the user must change their password in order to use TicketRx. Once the user changes their password, the Password Expires date will be automatically set to three months in the future. The Changing Password section shows the expiration messages and the password change screens that the user sees when their password is expiring.
• Timesheet Start Date
• Timesheet End Date
• Default Project
• Login For Customer - If the user is from a customer, you can identify what company they work for from the drop-down box.
• Reports To - specifies who the user's manager is, Dashboard and Report data is filtered based on the hierarchy defined by the "Reports To" field.
• Billing ID

The User Details tab is shown below:

Membership Tab

The Membership tab allows you to add the user to certain groups. By adding a user to a group you give him the same permissions that are granted to that group. These permissions are in addition to any other permissions gained from membership in another group.

To add a group, select the group(s) you want to add from the Available list on the left, and click the right arrow button, located in the center between the two lists.

To remove an assigned group, select the group(s) you want to remove from the Assigned list, and click the left arrow button, located below the right arrow button in the center between the two lists.

To remove all assigned groups, click the double left arrow button, located below the left arrow button in the center between the two lists.

To refresh the list of available groups, click the refresh button, located below the double left arrow button in the center between the two lists. The same effect can be achieved by pressing "F5" after highlighting a right in the Available list.

The Membership tab is shown below:

User Roles Tab

The User Roles tab allows you to assign the user a role identical to an existing user.

You can search through the available users by entering part of their name into the User field or display all users by leaving the User field blank. Also, you can show all users below you in the user hierarchy by selecting "yes" in the User Hierarchy field, or select "no" to display all users not below you in the user hierarchy.

User roles can be assigned to the user by utilizing the add, remove and refresh buttons located in the center between the two lists.

The User Roles tab is shown below:

You can change the columns that are displayed on the User Roles tab by configuring the grid.

Permissions Tab

The Permissions tab allows you to give additional permissions to a user.

Permissions can be assigned to the user by utilizing the add, remove and refresh buttons located in the center between the two lists. More information about permissions can be found here.

The Permissions tab is shown below:

View Utilities Tab

The View Utilities tab is used to control which utilities a user is allowed to view. See Client Access for more information.

Utilities can be assigned to the user by utilizing the add, remove and refresh buttons located in the center between the two lists.

The View Utilities tab is shown below:

You can change the columns that are displayed on the View Utilities tab by configuring the grid.

View Regions Tab

The View Regions tab is used to control which regions a user is allowed to view in the find investigations screen.

Regions can be assigned to the user by utilizing the add, remove and refresh buttons located in the center between the two lists.

The View Regions tab is shown below:

Projects Tab

The Projects tab is used to control what project work types a user can enter his time for in the Time Entry screen.

Project work types can be assigned to the user by utilizing the add, remove and refresh buttons located in the center between the two lists.

The Projects tab is shown below: