How To: Add and Manage Users in Asset Infinity

How To: Add and Manage Users in Asset Infinity

If the user wants to create a new user in the application, then we have to options. 


1.    Users can upload the data one by one from the Add/ Modify user interface. 
2.    Bulk users import available on the import data menu which is an inbuilt spreadsheet.

Menu > User Settings > Manage Users

 
 When we upload user data through the first option then the user must go to the manage users under the user settings menu.
 


 
After landing to the manage User form click on the create button present at the top and by clicking on create button a new form will appear as shown as below.

 

 
Users added will be displayed in the list on the manage users page as shown below.
 


In the second option users can upload bulk data from the user inbuilt spreadsheet. for that user first have to go the menu; under the import data select users.




The fields on Manage Users form inbuilt spreadsheet fields are the same.



 

Here there are three buttons present at the top of the spreadsheet.

     1.    Download template – The first option available here is for downloading the b bulk user upload template, the same which we see in the spreadsheet.

     2.    Upload template - This option is for uploading the data though the template.

     3.    File Reference- The last option is for downloading the file reference.


Click on the Save button, the user will be displayed in the grid on the Manage Users page.

 

If the user wants to manage the created users, then first user needs to go to the user settings, then select manage users as shown below. 


 

 

After landing to the manage User form users can manage the users in multiple ways.

 

Delete/Disable the Users



 
Select the user from the grid and click on the Delete/Disable button above on the grid or else select the option available in the starting of every line:

 
 


This page is used for allocating assets/items/locations etc. assigned to the user to be deleted for another user. All assets or activities can be assigned to other users. Use Return the allotted Assets in the Allocation Transfer section while deleting a user permanently. A user with no resources assigned can simply be deleted using the Delete/Disable button. If the user has resources allocated, then those resources can be transferred to another user.
 
Click on the Save button after updating the changes. 
 
Edit Users

 


 

Select the user from the grid and click on the Edit button above the grid or else select the option available in the starting of every line. After clicking on the edit button user can edit the information and click on Save button to save information. 
 

Reset Password 

 


 
Select the user from the grid and click on the Reset Password button above the grid or else select the option available on every line.
 
Now user can select one option from there for resetting the password of a user.
     1.    Auto-generate password. (Password generates automatically and will be sent to email id)
     2.    Manually create a new password. (User can create own password manually) 
     3.    Force user to change their password on first login. 
     4.    In open text field we can mentioned multiple mail Id’s on which we can send the password.



Click on Update Button to change the user password.
 

Manage Grid & Other Options

 


Manage Grid

If a user wants to Manage Grid, there is an icon on the top of the screen next to Refresh icon and here users can manage the order of the columns under the grid by scrolling the column and can Hide/Unhide columns. This can be done by marking the checkbox under the grid column and here the user can create the pivot table as well by selecting the pivot mode.



Export

If the user wants to export the user master from the application user need to select the export option available at the top of the screen where the user has the option to export the excel or the PDF whichever is needed.

Refresh

If the user wants to refresh the data in the user master, then he needs to choose the refresh button available at the top of the screen to refresh the available record in the user master.

Report & Widget

If the user wants to create a custom report or widget, then he needs to choose the Report/widget button available at the top of the screen to create the required form of visual data in the dashboard on the application



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