Users

The User table stores information on users and their role when the user logs in to the application. You must also assign a profile to users in this table to determine which submissions users have access to. Note that if you set or modify the profile assigned to a user, the user must log out and back into the application for the changes to take effect.

User information can be edited directly in the user table (such as the user's email or role), however note that the information from Nakisa Cloud Platform takes precedence over this table. Therefore, the changes will be overwritten when the user logs back in to the application.

In order to set up the user before they log in to the application, you can create a new user entry with a matching user ID. For example, you may want to assign the required companies to users ahead of time so they are able to access submissions immediately when they first log in to the application. Note that if the new user is not properly authorized, they cannot log in to the application.

To configure users:

1. Click Application Menu > Administration > Users.
2. To manually create a user, click . A Create User pop-up appears.
   1. Enter the user's login name in the User ID field.
   2. Enter the user's display Name and Email.
   3. Select the application Role.
   4. Select a Profile.
   5. Click Add.
3. Edit an existing user by clicking Context Menu > Edit.
4. To delete a single user, click Context Menu > Delete. Note that if they are still a valid user in Nakisa Cloud Platform, they will still be able to log into the application, and their user record will be added back to the table automatically.
5. To create or modify users via Excel import, click and:
   • Click and browse to open an existing .xlsx Excel file.
   • Click Download Template to create the Excel file to import.

See also:  

• Configuration Table Options

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