Users are configured in Setup / Users & Accounts / Users / Users
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.
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
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.
Adds a new user
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 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
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.
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.
Under the Users heading on the left click the icon
Under the Add User heading on the right specify the user details
To add IP restrictions for the user click on the IP Addresses tab and then click on the 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.*)
Under the Users heading on the left click the user you wish to edit
Under the Edit User heading on the right modify the user details
To edit IP restrictions for the user click on the IP Addresses tab and then add edit or delete the whitelisted IP addresses as needed
Click Save when finished making changes