User Management in WorkFlow

Accessing User Management

1. Click Manage > User on the left side menu as shown below.

Fig 1. How to access User Management

1. This will load the User Management form as shown below.

Fig 2. User Management in WorkFlow

License Information	Displays when the current license will expire, the number of users registered on the system and the total number of users for your license.

Creating a New User

1. Click Manage > Users as shown above.

2. Click the icon.
3. Provide the details as required.

4. Select the Active and Available checkboxes if needed. Other fields are optional.

5. Click the update button to save the record.

Editing an Existing User

1. Click Manage > Users as shown above.

2. Click the icon next to the user you need to edit.
3. Edit the information as required.

4. Click the update button to save the record or click the cancel button to cancel any changes that you made and return you to the user list. The changes made on the screen will not be saved.

Deleting a User

IMPORTANT: If the user has transacted in WorkFlow you shouldn't delete their user record. You have to mark the record “Inactive”. Uncheck the Active box.

1. Click Manage > Users as shown above.

2. Click the update button to save the record or click the cancel button to cancel any changes that you made and return you to the user list. The changes made on the screen will not be saved.

Manage Business Groups for Users

To assigned or remove users from Business Groups:

1. Click Manage > Users as shown above.

2. Click the icon nect to the user you need to edit.
3. Click on the Business Groups tab. This will display all the Business Groups that the user is assigned to.

4. Click on the icon to link the user to a Business Group
5. Click on the icon to unlink the user from a Business Group

Fig 3. Manage Business Group for a user

Manage Meta Data for Users

To manage meta data settings for the user:

1. Click Manage > Users as shown above.

2. Click the icon nect to the user you need to edit.
3. Click on the Meta Data tab. It will display all the Meta Data tags available in XMPro. For more details on how to manage meta data tags, click here.
4. Click on the icon next to the meta data tag for which you want to change.
5. Edit the MetaData Value in the text box provided.

6. Click on Update to apply the changes or Cancel to exit out of the edit function.

Fig 4. Manage Meta Data for a user

Manage User Passwords

Users can at any time change their password in WorkFlow.

Fig 5. Change password in WorkFlow

1. Click the user drop-down – as indicated in the figure above.

2. Select Change Password. The Change Password window displays.

3. Provide the Current Password and New Password as per the guidelines provided.

4. Click Submit.