Overview
The User Overview page displays the user's roles in projects and workspaces. The page is used to access the user's Account Update window, change their password, or send them a password reset link.
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| Button | Function |
|---|---|
Back | Go back to the previous page |
| Open the Account Update window to view or change the user's account information. Accessible only if you have a System Setup role in the user's primary customer. | |
| Change Password | Open the Change Password window to change the user's password |
| Reset Password | Click the button to have a password reset email sent to the user |
| New Customer Customer | Opens the Customer Authorizations window to assign customer roles to a user (Medication Management, Project Creation, System Setup) |
| New Project Project | Opens the Project Authorizations page to assign project roles. Displayed only if you have a Project User Administration role. |
Authorizations Tab
| Item | Function |
|---|---|
| Customer | List of customer(s) in which the user has any roles Clicking on the customer name opens the Customer Authorizations window |
| Project | List of projects the user has roles in Clicking on the project name opens the Project Authorizations page (requires a Project User Administration role to be able to click on the project and open the page) |
| Roles | List of roles the user has in the applicable project |
Workspaces Tab
| Item | Function |
|---|---|
| Opens the Add Workspace window to add workspace access to the user |
| Customer Name | The Customer Name of the account which contains the workspace |
| Workspace Name | The name of the workspace |
| Opens the Delete Workspace window to remove the workspace access from the user |
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