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Users are configured in Setup / Users & Accounts / Users / Users |
Guides in this article:
Overview
Users setup here can log into the LogiSense billing system and access AdminPortal screens/features of the system based on the role they are configured with. It is also possible to setup API Only users.
From this screen you can also view each user's login history and specify IP addresses restrictions for a user if desired.
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The Users panel on the left of this screen allows you to select existing users to view and edit on the Edit User panel to the right. The status of the user will also be displayed here (Active, Suspended or Disabled). Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.
Actions
Icon | Description |
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 | Adds a new user |
Edit User Panel
The information in this panel reflects the currently selected user. From here you can change user details (note: fields with a magenta left border are required).
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User Name: the name that the user will login with
Display Name: a user friendly name which can be displayed on reports
First Name: the first name of the user
Last Name: the surname of the user
Email: the user's email address. On user creation an email will be sent to this address allowing the user to setup their password. Reset password emails will also be sent to this account
API Only User: if set the user will only be able to login and execute APIs, access to the UI (AdminPortal) will be disabled
Role: the role of the user which determines their system permissions
Time Zone: the time zone the user resides in
Locale: determines how dates will be presented to the user. For instance, some regions may present the date as MM-DD-YYYY and others DD-MM-YYYY
User Status: the status of the user which determines if they can access the system. If you need to temporarily disable system access use the ‘Suspended’ option (e.g. if an employee is on leave). If you want to remove system access for a user that will not use the system again (e.g. a former employee who no longer works for the company) set the user to Disabled
Send Reset Password Email: sends the selected user an email that will allow them to reset their password. The email template used when sending the reset password email can be customized, see the email templates screen help for more information
Login History tab
This tab will display login attempts for the user and whether or not they were successful. The date of the login attempt and the IP address the login attempt originated from are also displayed here.
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