Users Fields

This section describes the fields and actions on the Users workspace.

Header Fields

Field Description
Username This field displays the name of the user.

Header Actions

Actions Description
+ New User Click this action to create a user.
Click this action to refresh data in the current workspace.

Click this action to display the list view.

Click this action to display the detailed view.

Save Click this action to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action is disabled until additional changes are made.
Revert Click this action to undo changes made to the current record, or to any of its lines.
Reset Password Copy to come.
Submit

Click this action to submit a record for approval. After submission, the record status is updated, and this action is disabled until you make additional changes.

Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
Approval This drop-down list includes the following actions:
  • Approve: Click this action to approve the current record.
  • Reject...: Click this action to reject the current record.
  • Undo Approval/Reject: Click this action to undo approval or rejection of the current record.
Note: These actions are shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
Other Actions

This drop-down list includes the following actions:

  • New User Role...: Copy to come.
  • Reset User Setup...: Copy to come.
  • Copy User Role...: Copy to come.