Project Settings – Manage Users

The Manage Users area is used to manage user accounts including their access details and security permissions.

The user accounts are created after adding staff members via Staff screen.

• STEP 1: To access manage users' area, navigate to the Project Settings > Manage Users.

The Manage Users area displays all your current system users as a grid.

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Figure 1.1

• STEP 2: To create a new user, click on the Add New button.

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Figure 1.2

• STEP 3: Type in a username and welcome salutation. Consider using the same naming protocol as in your network. This saves users from having to remember more than one username. Where the system is self-hosted, integration with Active Directory can ensure a universal login for your users.

• STEP 4: Select a security role for a user. You can select a combination of security roles for a user; however, the highest security level will override the lower levels. If one role allows your permission to carry out a certain action and another role doesn’t, the user WILL be allowed to carry out that action. For example, if a user has Project Creator AND IPM Administrator permissions together, he or she will be allowed to do the same actions within the system as a user with IPM Administrator user role. 

• STEP 5: Select the name of the staff member from the 'Linked Staff' drop down list. The linked staff member must be the same person as you are setting up the login for which is set up within the Staff area. This linkage allows the system to recognise the user and display the homepage responsibilities correctly.

• STEP 6: Define a password and set the user as Active by ticking the box. Inactive users will not appear in staff lists throughout the system.

• STEP 7: Click the Save button.