Managing Users

You can add a user and assign the user to various user groups later. When you are adding a user, you can also perform tasks such as assigning a user role and configuring the out of office details.

The default columns that appear in the Users window are as follows:

  • Active: Indicates whether the user is active. This column is not available in the User Account Waiting for Approval page.
  • User ID: Indicates the identifier of the user.
  • User Name: Indicates the Windows user ID of the user.
  • Display Name: Indicates the display name of the user.
  • Member of Group: Displays the default group assigned to the user.
  • User Roles: Displays the default user role assigned to the user.
  • Email ID: Displays the email address of the user.
  • Do Not Ask for Password: Indicates if the password is required for the user.
  • Last Changed By: Indicates the user who last updated the user details.
  • Last Changed On: Indicates the date and time when the user details were last updated.
  • Check Out By: Indicates the name of the user who is editing the user details.
  • Last Access On: Indicates the date and time when the user last accessed Easy Workflow.

Some of the additional columns that can be displayed in the Users window are as follows:

  • CheckOutMachineName: Indicates the computer name from which the user details are being edited.
  • Last Access From: Indicates the source from which the user last accessed Easy Workflow.

You can use the Export to Excel option to export the details about the users, such as when and who last updated the user, to an Excel workbook. You can use the Show Filter Row option to filter data by entering text in a column and the Show Find Panel option, which is available when you right-click a column header, to search for text in the Users window. Also, you can right-click the column header and customize the columns that appear in the Users window using the Column Chooser or Hide This Column options.

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