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Once you have read this article you will be able to understand and manage different types of user and user permissions.
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There are simply two types of user permissions, either an Administrator or Non-administrator.
Implications
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Workflow (admin user
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Workflow
This section contains a numbered list of steps to follow as a workflow of how a task or process should be completed.
How to create a new account
- Steps in a numbered list
- Step 2
How to assign administrator status
- Steps in a numbered list
- Step 2
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only)
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For below detailed workflows, users require full admin privileges to process. |
How to create a new account
- Expand the Users folder on the left hand side
, it gives you a list of the current users. - Hovering the mouse at the Users section, right click and highlight New, and click on User.
- The following dialog will appear
- Type in Username (refer to user's log in name), Name (display name under the Users folder) and email address
- Choose to assign the user permission as an administrator or not.
- Click Save.
How to assign administrator status
- After you create a new user account as the above workflow
How to archive inactive user accounts (admin only)
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Do not delete an inactive user accounts, as they most likely created some repeated events that are still recurring in the past. |
- Hovering the mouse at this inactive user you want to archive, right click Change Password.
- Simply create a new password for this inactive user, enter in twice.
- Click Change.
How to log in as another user (admin only)
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External resources
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First to check the current User from the top right hand corner |
- Hover your mouse to the user you want to log in and right click Switch to
- You will notice the screen has been refreshed with a welcoming message from the top right hand corner.
- If you want to log back in the original user account. Go to left hand top corner and Click on File, select Administrator and click Switch back .
- You will be logged back to your original account.
Enjoy planning!