Users

You have the ability to view, search and edit a list of users, so that you can update user details.

Searching for Users

To search for a user do the following:

1. Click Tasks.

2. Click Admin

3. Click User. The User Search window displays.

   Figure 13-93 User Search

   

4. Enter the USER ID, Name, or Email of the user.

5. Click Search. The list of users matching the search criteria displays.

   Figure 13-94 Search Results

   

Viewing a User

To view a User, do the following:

1. Highlight the row of the User you want to view.

2. Click the Actions menu or the View icon to open the View Franchisee window.

   Figure 13-95 View User

   

3. View the details of the User and click Done to close the window.

Editing Users

To edit a User do the following:

1. Highlight the row of the User.

2. Click the Actions menu and select Edit, or click the Edit (Pencil) icon. The Edit User window displays.

   Figure 13-96 Edit User

   

3. The User Details editable regions for each user will vary based on privileges. Typically you can edit the Language, Country Code, Assigned Manager, and Default Home Page.

   Assign a Manager

4. Click the Assigned Manager Pencil icon. The Add Manager to User window displays.

   Figure 13-97 Add Manager To User

   

5. In the Search for User field, enter the User ID, Name, or Email Address of the user you want to search for.

6. Select Partial, if you want to results that match part of what you enter, or select Exact if you only want results that are an exact match.

7. Click Search. A list of users matching the search text is displayed in the Search Results grid.

   Figure 13-98 Search Results Grid

   

   Note:

   The results display in batches of 25 records. When more than 25 records are available, click Show More... to view more results.

8. For each user you wish to assign, click Assign.

9. For each user you wish to unassign, click Unassign.

10. Click OK to accept the changes, or Cancel to close the window without saving.

    Assigned Franchisees

11. You can assign Franchisees to the User.

    Click the Add (+) icon, or choose Add from the Actions menu. The Assigned Franchisees window displays.

    Figure 13-99 Assigned Franchisees

    

12. Enter any or part of a Franchisee ID, Name, or Description.

13. Click Search. The Search Results list appears.

    Figure 13-100 Search Results

    

14. For each Franchisee you wish to assign, click Assign.

15. For each user you wish to unassign, click Unassign.

16. Click Assign All to assign all of the Franchisees that appear in the search results.

17. Click OK to accept the changes, or Cancel to close the window without saving.

18. To delete a previously assigned Franchisee, highlight the row of the Franchisee and click the X icon, or click the Action menu and click Delete.

19. After all edits are finished click OK save the changes, or click Cancel to close the window without saving.