Users
The Users and Roles screens allow you to manage permissions for all screens apart from the new modules:
Channel Management
Product Management
To manage permissions for these modules, use the new Permissions Management application.
Creating user accounts
Accounts can be created for users as either Internal or External.
Internal users access the systems via their OpCon log-on.
External users access the system via their corporate email address.
To create a new user:
On the System Users list page, click CREATE USER .
Enter and select the relevant details below. You must assign at least one role; to add roles, see Assigning roles to users.
Click the CREATE USER button to save the details.
Field | Description |
|---|---|
Email address | Enter the user's email address. |
Mobile Number | Enter the user's mobile number. |
Account Type | Select whether the account is for an internal or external user. |
Personal Information | Add personal details as necessary |
Multi Factor Authentication | Enable or disable multi-factor authentication for internal users. |
Create Another | Select this checkbox to create multiple users. |
Once the user account has been created, you can assign roles to it. (Internal users only)
Assigning roles to users
Use this to assign roles to an internal user. For further details, see Adding items.
Display the User details in Edit mode and click MANAGE ROLES .
Locate the roles to be added for the user, and click the Add
Click the SAVE CHANGES button to save the details.
Use this to remove roles from a user. For further details, see Removing items.
Display the User details in Edit mode and click MANAGE ROLES .
Locate the role to be removed from the user, and click the Remove
Click the SAVE CHANGES button to save the details.
You can also assign users to roles – see Roles.