User

Before You Begin

  • To get started, make sure you have your username and password ready.
  • Once you log in, you will land on the welcome screen.
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    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.
  • 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 2.2.6.3]
  • 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.