Users
The Users Home page displays the following information:
- A list of existing users along with related information such their names and phone numbers.
- To view the details of a user, click the name in the Users list.
- To update information for multiple users, select them from the list, and use the Mass Update sub-panel.
- A Search sub-panel where you can enter the user name, department, or status to search for a specific user. To perform an advanced search using additional fields, click the Advanced Search link.
- A Shortcuts section that displays the following options:
- Create New User. Click this option to create a new user. Enter the necessary information and click Save to create the user.
- Users. Click this option to navigate back to the Users list from a user detail page.
- Reassign Records. Click this option to reassign a user's tasks to other users. For example, when a user leaves the organization you can reassign that individual's tasks to other members of the team.
To reassign records, do as follows:
- On the Record Reassignment page, select the user whose records you want to reassign.
- Select the new user to whom you want to assign the records.
- From the Set Team drop-down list, select the new user's team, if necessary. If both users belong to the same team, use the default value of No Change.
- From the Modules list, select the modules to reassign. All records related to the selected modules will be reassigned to the new user.
- Click Submit to reassign the records.