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Users Screen

Last Updated: Thu Oct 14 2021

Users are configured in Setup / Users & Accounts / Users / Users

Guides in this article:

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 send a welcome email to user on user creation; allowing the user to configure their password

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 an email will be sent to this address allowing the user to setup their password)

  • 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

  • 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

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

If IP addresses are added to this tab the user will only be able to log in from those addresses. If no IP addresses have been configured then the user will be able to log in from any IP address.


Adding Users

  1. Under the Users heading on the left click the (emoji) icon

  2. Under the Add User heading on the right specify the user details

  3. To add IP restrictions for the user click on the IP Addresses tab and then click on the (emoji) button to the right of the tab. Enter the IP addresses or IP ranges that the user should be restricted to (e.g. 207.107.139.*)

  4. Click Save


Editing Users

  1. Under the Users heading on the left click the user you wish to edit

  2. Under the Edit User heading on the right modify the user details

  3. To edit IP restrictions for the user click on the IP Addresses tab and then add (emoji) edit (emoji) or delete (emoji) the whitelisted IP addresses as needed

  4. Click Save when finished making changes