Users Fields

This section describes the fields and actions on the Users workspace.

Card Part Fields

Field Description
Username This field displays the name of the user.

Card Part Actions

Button Description
+ New User Copy to come.
Click this icon to refresh data in the current workspace.

Click to display the list view.

Click to display the detailed view.

Save Click this action button to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action button is disabled until additional changes are made.
Revert Click this action button to undo changes made to the current record, or to any of its lines.
Reset Password Copy to come.
Submit

Click this action button 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.
Approve

Click this action button to approve the current record.

Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
Reject

Click this action button to reject the current record.

Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies.
Other Actions

This drop-down list includes the following actions:

  • New User Role - Copy to come.
  • Reset User Setup - Copy to come.
  • Copy User Role - Copy to come.