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.
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 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.