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Connect User

CONNECT USER​

note

Search filters and results stay available during the session.

1.1. Add Connect User​

Add Connect User Step-By-Step

Step 1: Open the screen:

  • Go to HR & Administration → Master → Connect User.

Step 2: Click Add Connect User:

  • Click Add Connect User on the Search page.

Step 3: Enter details:

  • Fill the following fields:
  • User Type
  • Select Customer – required for customer user type (CUS)
  • First Name
  • Last Name
  • E-Mail Id
  • Password
  • Confirm Password
  • Active

Step 4: Follow password rules:

  • 6 to 12 characters
  • At least one lowercase letter
  • At least one uppercase letter
  • At least one digit
  • At least one special character
  • Password and Confirm Password must match
  • E-Mail Id must be valid
  • E-Mail Id must be unique

Step 5: Save the user:

  • Click Submit to save
  • Click Clear to remove entered values
  • Click Cancel to return to Search

1.2. Search Connect User​

Search Connect User Step-By-Step

Step 1: Enter search filters:

  • User Type
  • Select Customer – shown when User Type = CUS
  • First Name
  • Last Name
  • Active

Step 2: Search records:

  • Click Search to show records
  • Click Clear to remove filter values

Step 3: View results:

  • The result grid shows:
  • S.No
  • View/Edit
  • User Type
  • Customer
  • First Name
  • Last Name
  • Email Id
  • Status

Step 4: Use result actions:

  • View/Edit – open the selected record
  • Export as Excel – download the list
  • Search box – filter visible rows

1.3. Edit Connect User​

Edit Connect User Step-By-Step

Step 1: Find the user:

  • Search for the user from the Search screen [Refer 1.2].

Step 2: Open the record:

  • Click View/Edit in the result grid.

Step 3: Update details:

  • Saved user details are loaded
  • User Type is read-only
  • Linked customer is read-only
  • Password fields are hidden

Step 4: Save or cancel:

  • Click Submit to save changes
  • Click Cancel to return to Search
  • Click Reset Password to open the password reset dialog

1.4. Reset Password​

Reset Password Step-By-Step

Step 1: Open Reset Password:

  • This option is available only for existing users.
  • Click Reset Password in edit mode.

Step 2: Enter password details:

  • New Password
  • Confirm Password
  • Follow the same password rules used in Add Connect User

Step 3: Complete the action:

  • Click Submit to update password
  • Click Cancel to close without changes
  • Click Clear to remove entered values

1.5. Important Notes​

  • Customer is shown only for user type CUS
  • Password is required only when creating a new user
  • Existing users can use Reset Password
  • Search results can be exported to Excel

That's it! You've learned how to Add, Search, Edit, and Reset Password for a Connect User using the DMeX application. For any assistance, please contact the DMeX Support Team.