CAM users can be added or edited here. To access this screen
go to the quick actions icon with 9 cubes and select Account Management.
Account Management shows the following tabs:
2. Select the Users tab.
Required Permissions
Permissions | Allows User To |
|---|---|
Permission for viewing Account Management | Access the Account Management Module. |
Create New User | Add a New User (Hides the Add New button). |
Edit User | Edit the User details or Disable the User (Disables the Action menu). |
Tip: Click here for a complete list of available permissions and instructions to allow/deny CAM permissions to user/group.
Add User
Click the Add New button.
In the window for Add User Information, type information in the provided fields, based on the table below, then click Save.
Field | Description |
|---|---|
Company | This is auto populated based on the domain and user login. |
Name | Enter the user first and last name. This is a required field. |
The email address of the user. This is a required field. Note: An email address associated to a user can only be used once to register. The same email ID cannot be used again. | |
Phone | The user’s phone number. |
Preferred Service | Select the user's preferred CAM service. |
Add to CAM group | Check the box to add the user to the CAM user group. |
The list of information displays in the following columns:
Column Name | Description |
|---|---|
Name | User name as entered above. |
Email ID as entered above. | |
Primary Phone | The phone number as entered above. |
User Status | The user status is enabled by default. You can disable a user from the Action menu. Click on the drop-down to filter the user names by status. |
Admin Access |
|
Actions | Click the icon to access the Action menu. Select Edit to update the user information. In the Edit User Information window, make the necessary changes and click Update. Select Disable User to disable a user ID. |
3. Click the Refresh button on the bottom left corner of the page to manually refresh and update the Users tab.
Add Security to users
Click Security in the Action column.
In the Security window, click the Assign Role button.
Select the Group from the drop-down. To select a group, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if it is assigned in User Management>Groups.
Select the Role from the drop-down. To select a group, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if it is assigned in User Management>Roles.
Click Assign.