Users

In the Users List screen, you can:

The Users List screen lists CMP users in a table layout with the following headings:

  • Username - the username of the user, for example annag.

  • First Name - the first name of the user, for example Anna, for Anna Green.

  • Last Name - the surname or family name of the user, for example Green, for Anna Green.

  • The email address - for example anna.green@mdsglobal.com.

  • Security Level - the security level of the user.

Clicking the hyperlink for a username opens the View User screen, where you can view user details and the applications that they have access to.

To create a user, you need to provide the following:

  • First and last name

  • Username

  • Password

  • Email address

  • Contact number

  • Security level.

When you create a user, you can grant them access to an application, after which you can assign them to a groupClosed In the Customer Manager Platform hierarchy, the highest level of the structure. The group level can be used to group corporates. Groups can hold financial information. (security roles and permissions) or grant them access to functionality such as bulk actions or web services.