Showing Users

The Home > Users page shows data for SMP users in the database.

• User ID - The user login name.

• Role - User privileges.

• Status - If users are logged in to the SMP:

  • Green - Logged in.

  • Red - Logged out.

  • Gray - The user does not have a password or is deactivated.

Create new users with the New User wizard. For each user, you must:

• Assign a role that defines the privileges.

• Configure an expiration date for the user account.

To create a user:

1. Go to Home > Users.

2. Click New.

   The Create New User window opens.

3. Enter the information for the user.

   • User ID - The login name for this user. Click the Generate icon to create a random User ID.

     Note - After you save the User ID, you cannot edit or change it.

   • First Name and Last Name

   • Email - Enter the email address that SMP uses to contact the user.

4. Select a Role and enter a Password for the user.

   The Role defines privileges for the user.

5. Click Finish.

   The Edit user window opens and shows the details for the user.

To delete one or more users:

1. Go to Home > Users.

2. Select one or more users.

3. Click Delete.

   A confirmation window opens.

4. Click OK.

   The user is deleted.

In the Search Users window, you can show only the specified users. You can also:

• Export the specified users list to Excel.

• Send an email to one or more users.

To search for users:

1. Go to Home > Users.

2. Click Filter.

   The Users Search window opens.

3. Enter the search settings.

4. Click Apply.

   The Search Results window opens.

To export the users table to Excel:

1. Select one or more users.

2. Click Actions > To Excel.

   The Internet browser saves the Excel file.

To configure the fields in the Users Search window:

1. For each search field:

   1. Select a search string modifier:

      • is - The string exactly matches the user data.

      • contains - The user data contains the string.

      • not - The user data does not match the string.

      • none - This field is empty.

   2. Enter one or more search strings.

2. For Community and Role, select the search option.

3. Select the time settings for the Creation and Modification Date for the users.

4. Click Apply.

   The Search Results window opens.

To reset the search fields and options:

In the Search window, click Clear.