USER SETTINGS - Access / List Functionality

Set up and manage user settings / preferences / company access

The user initials are automatically attached to each entry, allowing easy tracing of transactions.

• Access - Edit > User Settings

•  Refresh to load any Users that may have been created since last refresh and that may not be displaying on this list

• Column Customization 
  • right-click on any column heading to identify which columns you wish to see in the grid
  • drag and drop columns to reposition them
• Icon Menu Customization 

• • hover over the Icon Menu handle until you see
  • drag the Icon group to where you want it
• Column Search / Sort

• • click on any column heading to sort the list by that column
  • further narrow your search by just typing and the list will highlight the closest match, in currently sorted column

• • • note in this case the typed letters 'spire' are showing in green
• User List Context Menu - right-click on any line(s) to display

•  Export User List (not details) filtered (will export exact column layout) or unfiltered into Excel or CSV format 
•  Add New User 
•  Edit Selected User  
•  Delete the selected User(s) (see also Reassociate a Deleted User below)
•  Copy details of the selected User into a new User (see following page)
•  Toggle Active - Activate or Deactivate the selected Employee if you are a Server Admin User
  • Toggle Active Status status can also be accessed in Tools > Server Administration 

•  Toggle Company Access to remove or grant access to the Company currently open for User selected
•  Show Deleted to display previously delete Users  
  • reinstate a deleted User
    •  select the deleted User (it will be greyed out) 
    • click on Edit
    • select Create User
  • replace an existing User with a deleted User
    • select the deleted User
    • click on Edit
    • select Reassociate User