Managing Users |
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You can modify or add users by clicking the Manage Users link on the Admin page. The View Users page is displayed, as shown in Figure 1. This page lists all the users. Clicking
Figure 1 User List Adding a New User You can add new users in ConcourseSuite to use the application. These users can be employees or contacts who can access the application. To add a new user:
The Add User page is displayed, as shown in Figure 2.
Figure 2 Adding a New User
Figure 3 Generating a New Password
The View Details page is displayed showing the details of the new user, as shown in Figure 4.
Figure 4 Viewing the New User Details Viewing and Modifying User Details You can view user details by selecting View Details from the context menu, as shown in Figure 1, or clicking a name. The following details are displayed on the User Details page, as shown in Figure 5.
Figure 5 The User Details Page Selecting Modify on the User Details page, displays the Modify User page, as shown in Figure 6, which enables you to modify the following details:
Figure 6 The Modify User Page Selecting the Generate new password option sends an email to you with the newly created password. Viewing Login History Clicking the Login History sub-tab on the Modify Users page displays the Login History page, as shown in Figure 7. This page displays login details, such as the date of login, time of login, and login IP address.
Figure 7 Login History Using Viewpoints Viewpoints allow one user to view another user's pipeline data. This feature enables someone who is not in your direct line of reports (hierarchy) to be visible to you. Select the user to whom you want to give a different viewpoint. Clicking Viewpoints on the User Detail page displays the Viewpoints page, as shown in Figure 8.
Figure 8 The Viewpoints Page You can add new viewpoints by clicking the Add New Viewpoint link. The Add Viewpoint page is displayed allowing you to modify or delete existing viewpoints, and create new ones, as shown in Figure 9.
Figure 9 The Add Viewpoint Page Select the user whose data you want the current user to view, and specify the access permission for the module you want the user to access. Clicking Add takes you to the Viewpoints page with the details of the new viewpoint, as shown in Figure 10.
Figure 10 The Viewpoints Page On this page, when you click Since the viewpoint specified above gives access to the Pipeline module, you can view the viewpoint on the Dashboard page of the Pipeline module. The dashboard view of the opportunities is shown in Figure 11.
Figure 11 Viewing Viewpoints in the Pipeline Dashboard |