Users are configured in Setup / Users & Accounts / Users / Users
Overview
User's setup here can log into the LogiSense billing system and access screens/features of the system based on the role they are configured with. From this screen you can also view each user's login history and specify which IP addresses the user can login from.
Prerequisites
Roles must be setup before users can be added
SMTP settings must be setup in order to email the user's passwords on user creation
Users Panel
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. 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 |
|---|---|
 | Adds a new user |
Edit User Panel
The information in this panel reflects the currently selected user. From here you can change user details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).
User Fields:
User Name: the name that describes the user
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 the password will be sent to this address)
User Status: the status of the user which determines if they can access the system
Role: the role of the user which determines their system permissions
Time Zone: the time zone the user resides in
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.
IP Addresses tab
This tab lists any IP restrictions which have been setup on the user. If no IP addresses have been added then the user will be able to log in from any address.