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User Management
The User section is a section in which you can create, edit delete and block User accounts within the Flowlogic system.
This section can be accessed by clicking on the System menu at the upper right hand of the screen and clicking on “Users”.
Following this you should be presented with the below screen.
Creating a user
In order to create a user, you can select the green button which states “Add New User”.
After selecting this you will be presented with the “Details” screen. The mandatory fields are highlighted in RED below.
Please see below a brief description of all fields.
| Name | Description |
| Login Username | Used to identify the username for the account as this will be used for login and displayed all throughout the system. |
| Login Password | Password for login. Can be a temporary password as staff can |
| Email address that will be attached to the user’s account. Any notifications or emails directed at this user will then be sent towards this address. | |
| Honorific Title | Allows selection of an Honorific title form the below values. |
| First Name | First name field. |
| Last Name | Last name field. |
| Time zone | Allows selection of a time zone for the individual user instead of enforcing the system default time zone. |
| Enabled | Enabled indicates that the user will be active right away. If you are to create a user that you don’t want accessing the system just yet leave this as a “No” value. |
| Must change password on next login | This enforces the user to reset their password to their preference following their first successful login with a temporary password |
| Password never expire | Will allow the user to have a permanent password. For compliance purposes this is not recommended. |
| Groups | Allows selection of groups for the user to have immediately upon creation. |
| Site | Allows selection of Sites / Areas for the user to have immediately upon creation. |
| Signature | Allows the upload of a staff signature to be used throughout the system. Ensure that the uploaded file is in a Jpg format and that the dimensions are 350px x 75px |
| Employment Type | Allows the selection of the employees employment type whether they’re full time, casual etc. |
| Notes | Free text field allowing any additional notes to be captured for this specific user. |
After following the above steps, it is imperative that a user be linked to a “Staff record”. In order to achieve this, find the user just created within the User list and select Enabled -> Edit user
From here you’re able to see the “Link to Record” field shown below
In this field you can search for any pre-existing staff record and select it by clicking the name.
Once selected navigate to the bottom of the screen and select “Save User Details”
Deleting a User
To Delete a user, navigate to the User Management section of the system by selecting the System menu -> Users
When presented with the user list search for the user you’re wanting to delete and click the green “Enabled” button. Once selected you will see the “Delete” button at the base of the option menu.
Select this and you will be presented with one final pop up before deletion. Confirm by selecting “Yes” after reading the pop up and the user will no longer have access to the system.
User Settings explained
 | Opens up the user’s details for editing and contains a lot of user-based features and linking settings. |
 | Allows the rest of the User’s password |
 | Enables and disables the user account preventing the user from logging into the system and removes the user from dropdown lists / user selection lists within the system. |
 | Unlocked / Locked will prevent the user from logging into the system and a user record will be automatically locked following 3 unsuccessful login attempts. |
 | Deletes the user account. |