The Users Section allows the creation and management of individual Users, assigning them Group membership or licence parts as desired, and altering the User's general settings.
Many of these settings can be altered by the User themself from the User Menu at the bottom-right corner of Agent Guidance.
Note: as part of the installation process, the installer will set up an initial administrator User account. See the Administrator Guide for further details.
Import Users
It is possible to import one or more Users from an external source. It should be noted that the import is a snapshot, rather than an ongoing live linkage.
Create a new User. You will be prompted to specify the User's basic details and password selection, and then directed to their User properties panel to provide any further configuration.
Displays an alphabetical list of Workflows that are accessible for the current User. This will be filtered based on any applied search.
If the current User only has the User Manager licence part and not the System Manager role, then it will exclude any Users who have themselves been assigned the System Manager licence part. It will also exclude any Users that do not have a shared Group assignment between the current and targeted User, except when the targeted User doesn't have any Group assignments.
It is possible to import one or more Users from an external source. It should be noted that the import is a snapshot, rather than an ongoing live linkage.
Add New User
Create a new User. You will be prompted to specify the User's basic details and password selection, and then directed to their User properties panel to provide any further configuration.
Search
Filter the Users list by name.
User List
Displays an alphabetical list of Workflows that are accessible for the current User. This will be filtered based on any applied search.
If the current User only has the User Manager licence part and not the System Manager role, then it will exclude any Users who have themselves been assigned the System Manager licence part. It will also exclude any Users that do not have a shared Group assignment between the current and targeted User, except when the targeted User doesn't have any Group assignments.
Selected User
The currently selected User will be highlighted.
User Properties Panel
Set the User's Username, First Name, and Last Name.
Optionally, set an email address for this User. This is required for the User to make use of the Forgotten Password functionality (if enabled).
Note: If using Windows Authentication, then the Username should match the appropriate Active Directory username without domain.
