Users Fields
This section describes the fields and actions on the Users workspace.
Header Fields
| Field | Description |
|---|---|
| Username | This field displays the name of the user. |
Header Actions
| Actions | Description |
|---|---|
| + New User | Click this action to create a user. |
|
Click this action to refresh data in the current workspace. |
|
Click this action to display the list view. Click this action to display the detailed view. |
| Save | Click this action to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action is disabled until additional changes are made. |
| Revert | Click this action to undo changes made to the current record, or to any of its lines. |
| Reset Password | Copy to come. |
| Submit |
Click this action to submit a record for approval. After submission, the record status is updated, and this action is disabled until you make additional changes. Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
|
| Approval | This drop-down list includes the following actions:
Note: These actions are shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
|
| Other Actions |
This drop-down list includes the following actions:
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- Related Topics:
- Information Tab
This section describes the fields and actions on the Information tab of the Users workspace. - User Role Information Tab
This section describes the fields and actions on the User Role Information tab of the Users workspace. - Groups and Access Levels Tab
This section describes the fields and actions on the Groups and Access Levels tab of the Users workspace. - Actions Tab
This section describes the fields and actions on Actions tab of the Users workspace.
Parent Topic: Users