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 action_icon displays a context menu with options to perform the following tasks:

Add new users
Modify existing user details
Disable users

 

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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:

1.Click Add New User, as shown in Figure 1.

The Add User page is displayed, as shown in Figure 2.

 

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Figure 2 Adding a New User

 

2.Enter a unique user name for the user. Select the Generate New Password option and enter a password, shown in Figure 3.

 

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Figure 3 Generating a New Password

 

3.Click Add User, after entering all the relevant details.

The View Details page is displayed showing the details of the new user, as shown in Figure 4.

 

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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.

Username
User Group (Role)
Person to whom the user reports
Last Login date
User account expiry date

 

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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:

Modify the username and role
Report account expiration
Modify the user's password

 

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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.

 

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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.

 

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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.

 

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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.

 

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Figure 10 The Viewpoints Page

On this page, when you click action_icon beside the new viewpoint, a context menu is displayed with the options to view, modify, and delete the viewpoint.

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.

 

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Figure 11 Viewing Viewpoints in the Pipeline Dashboard