# Users

The Users tab lists all existing users and allows the administrator to create users, modify user details, and delete users.

# Creating a User Account

  1. Go to Administration > Users.

  2. Click New User on the upper-right corner of the page.

    Creating New User Account

    Creating New User Account

  3. Fill out the General section. Tick the desired Roles for the user and the Group where they will belong.

    The data type and folder access are at a group level only. Make sure to assign a user to at least one group.

    Roles Tracking View and Add Reports Complete Selection Template Selection Periodic Jobs Generated Reports Settings Download
    Template Reporting ✔️ ✔️ ✔️ ✔️
    Report Viewing ✔️
    Complete Reporting ✔️ ✔️ ✔️ ✔️
    Realtime Reporting ✔️
    Create Report Folders ✔️ ✔️ ✔️
    View Settings ✔️
    Download Client ✔️
    User Access Rights Based on Roles

    User Account Details

    User Account Details

  4. Click Save.

# Modifying a User Account

  1. Go to Administration > Users.

  2. Click the name of the user to modify.

  3. Make the necessary changes to the user account.

  4. Click Save.

# Removing a User Account

  1. Go to Administration > Users.

  2. Tick the checkbox corresponding the user account(s) to remove or tick the checkbox on the top row to select all.

  3. Click Delete.

  4. Click OK on the pop-up.

Removing a User Account

Removing a User Account

# Updating User Settings

Non-admin users have limited access rights and provisions when logged on to the Open iT web interface. However, they can still change a few settings if they have View Settings access rights. To change user settings, follow the steps:

  1. Log in to the Open iT Web Interface.

  2. After logging in, notice a new tab labeled User, click on it.

  3. Apply your desired changes to the Username, Real Name, Password, Division, or Language.

  4. Click Save.

    User Setting Update

    Updating User Settings

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