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User

USER​

1.1 Add User​

Add a User - Step-by-Step

Step 1: Reach the User

  • From the main Side menu, click on "HR & Administration," then go to "Masters," and finally choose "Users" This will open theUser’s Search page.

Step 2: Adding a User

  • On the top right of the User Search page, you'll see an "Add User" button. Click this button.

Step 3: Fill in details

Upon clicking the ‘Add User button, the Add User will open. Complete the following information:

  • First Name: [Textfield] (Mandatory) Enter the first name of the user.
  • Last Name: [Textfield] (Mandatory) Enter the last name of the user.
  • UserName: [Textfield](Mandatory) Enter the user name for the user.
note

The user name is the one which the user uses while logging in the application.

  • Roles: [Dropdown] (Mandatory)Select the specific roles that are to be given for the user.
  • Active: [Dropdown](Mandatory)Select the status of the user whether the user is active or not
  • E-mail Id : [Text Field](Mandatory)Enter the valid email id of the user
  • Password : [Text Field](Mandatory)Enter the password of the user.
note

The password should be of 6 to 12 characters.

  • Info Graphics/Graph: [Dropdown] (Mandatory) Select the info graphics/charts that should be visible or accessible for the user.
  • Click the “Submit” button.

Submission Of User

  • Upon submission of a User, the entry will be added and the screen will transition to the editing mode.
  • If you change your mind and don't want to add a User, click "Cancel" it takes you back to the User Search page.
  • To Start Over: Click the "Clear" button if you wish to erase all information and begin anew. Please note that once this button is clicked, the entered information will not be saved.

1.2 Search User​

Search a User - Step-by-Step

Step 1: Start Searching

On the User Search page, you can search in different ways:

  • User Name:Enter the User name for which you want to search for.
  • Click the “Search” Button.

Step 2: See the Results

After clicking "Search," you'll see results:

  • If you searched by User name you'll find the matching result with First Name,Last Name and User name with an option to View/Edit [Refer 1.3]

1.3 Edit User​

Edit a User - Step-by-Step

Step 1: Find User

Step 2: Start Searching

Step 3: Edit Details

After searching, you'll see the User you want to edit.

  • Click "View/Edit" next to that first Name to reach the Edit User page.

Step 4: Update Info

  • On the Edit User page, you'll see existing details
note

In the User edit screen we will not have the password field .

Step 5: Submit/Cancel

  • After editing, review your changes.
  • When you're ready, click "Submit" to save the updates.

That's it! You've learned how to ADD, SEARCH, EDIT a plant using the DMeX app. If you need help, contact the support team.