2.1 User Tab

The User tab is used to create, modify details for:

Users can be assigned one of the following Roles:

and one or more of:

When a User has more than one Role, they can switch between Roles easily by selecting the Setup, User or Customer link displayed in the sub-menu bar next to their login Name. See Changing Roles.

2.1.1 User Availability

The User List View includes the User Availability status by default, this is based on work hours configured in the Schedule tab of the User and their Vacation Status.

The following icons may be displayed in the List View:

Available

The User is not on leave and is available for request assignment based on their assigned work hours.

The User is not on leave but is not available for request assignment based on their assigned work hours.

Or, if no hours are set within the Schedule tab when the "Define Work Hours" is enabled within Admin>Setup>Privileges>User screen and the User is not on vacation, the system will consider Users to be unavailable.

The User has the On Vacation option enabled.

An Administrator can synchronize the system with a Directory Server to import User details. Imported Users can only be modified through the appropriate server console, not via the application. See Authentication.

Alternatively, the Administrator can also import Customers via a .CSV file.

NOTE:If new User accounts are to be created directly in the system, new Administrator Users can only be created within the User tab of the Administrator Portal.