Navigation to the User List screen
From the Main Toolbar, select Settings. |
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Select the User List tab. |
Overview
The User Manager page allows to perform the following tasks all from a central location:
- View a list of all users
- Quickly search for users
- Assign roles
- Assign funds
- Disable user access
- Delete users
Search and Filters
You can search for users by using the following filters:
- All
- First Name
- Last Name
- Username
You can then further sort the list if required using the following:
- Last Updated
- First Name
- Last Name
- Username
Disabling User Accounts
1. Select the User that you wish to disable from the user list
2. Select Show
3. Select the toggle off.
Assign and Un-assign Funds
1. Select the user that you wish to assign/un-assign funds to.
2. Once the users information expands you will be able to see the amount of entities that the user has been assigned. To change this, select change.
3. The entity selector page will open.
Option | Action |
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Auto Accessible Funds |
This setting allows you to define access to all funds (including future funds). If NO is selected, the user will not have access to any fund (including future funds) by default. If YES is selected, the user will have access to all funds (including future funds) by default. |
Filter |
The filter makes it easier for you to locate a fund. You can filter the fund list using the following options:
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Unassigned Funds
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This will list all the funds that have not been assigned to the user. Select to assign all funds. When you hover your mouse over the icon, the number of funds will display next to it.Select next to a fund to assign that fund. |
Assigned Funds |
All the funds assigned to the user will display in the right column. |
Counter | A counter will display under each column to show you many funds have been assigned and are displayed on-screen. |
If you have assigned or unassigned a fund, this icon will display next to that fund to show that a change has been made for this fund. | |
Select this to cancel any changes. | |
Select this to confirm and save the changes. |
Deleting Users
1. Select the User that you wish to delete from the user list
2. Select Show
3. Select Remove User
4. Select Okay
View activity log
1. Select the User that you wish to view the activity log of from the user list
2. Next to the activity log, select Show.