User Overview

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.

Toolbar Buttons

Button	Function
Back	Go back to the previous page
Edit User	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	Opens the Customer Authorizations window to assign customer roles to a user (Medication Management, Project Creation, System Setup)
New 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

Locked Account

A user with a locked account will have a red note displayed along with a button to unlock the account