Users
In this section, you can add, edit, and delete user profiles.
Edit the view or create a new one in the View dropdown menu. For details, see the Classic views article.
Use the filters on the left to narrow down your search.
Click the Add button above the Users table to add a new user profile. For details, see the Add a new user account | II. Add a new user guide.
Click on a user to open their profile. Click the
icon to open it in edit mode. For details, see the Edit a user profile guide.To delete a user, click the
icon next to them.Select one or several checkboxes in the left-hand column and click the
icon in the header to open a dropdown menu of applicable actions:
Click the Send Welcome E-mail button to invite the user(s) to the Home Portal. To check or edit this e-mail template, go to the
Configuration menu > Templates > Notifications > Templates tab and locate the E-mail/Text Message to User: When user is welcomed to the system template.Click the Send Password Reset E-mail button to permit the user(s) to reset their password. To check or edit this e-mail template, go to the
Configuration menu > Templates > Notifications > Templates tab and locate the E-mail/Text Message to User: When user requests resetting their password template.Click the Erase Personal Data button to delete the users' data from the system.
Click the Multiple Change button to make changes to several profiles at once.
Important
During the installation of your XTRF instance, the first admin user is created. Only the person with credentials for this user account can edit it.