Tutorial - User Administration

The eJobfile User Administration screen allows you to personally control which users have access to each of your projects. A user can have access to a single project, multiple projects, no projects, or can be set as an administrator with complete access to all of your projects and configuration settings. In fact, the only restriction placed on configuring your users is that they must each have a unique Login Name.
Note: Whenever you attempt to save a new or existing user's information, the Login Name field is checked for a duplicate entry. Since each user within eJobfile must have a unique user name, you may occasionally have to try a few names before finding one that has not already been taken.

When a user logs into eJobfile, they are taken to one of four screens: Administrators go to the Project Administration screen; Users with access to a single project are taken to the Project Viewing screen; Users with access to multiple projects are taken to a project selection screen where they select the project they'd like to view; and Users without access to any projects are simply re-presented with the login screen.

To Enter a new user:

1. Enter the user's Name, Login Name, Password and Email Address. Optionally, you may also enter a company name for the user for your own reference.
   Note: The user's e-mail address field is particularly important as this field will allow the user to have their login information sent to them should they forget it.
2. If, and only if, you wish the user to have complete access to your account on eJobfile, check the Administrator box. Remember, an administrator has the ability to view, modify and delete all of your projects, reports, and users, including both your login and their login.
3. In the Projects selection box, click on the project to which you want to give the user access. Unless the Administrator box is checked, the user will only have access to viewing the project you highlight in the project list. If you wish a user to have access to more than one project, you may make multiple selections by holding down the Ctrl key while clicking on each of the desired projects.
4. When you have completed entering the user information, click the Add/Update button to save the user.

To Edit an existing user record:

1. Open the desired user records using one of the following methods:
   • Enter the User ID or a portion of the User Name and click the Open button to the right of the selected field. If a user matching your search criteria exists, their record is then displayed. If no user exists that matches your search criteria, the Browse Users screen is displayed, allowing you to select the desired user record and return to the User Administration screen with the selected user record displayed.
     -- OR --
   • Click the Browse button at the bottom of the screen to display the Browse Users screen. Select the desired user from the list to return with the selected user record displayed.
     -- OR --
   • Open the first or last user record by clicking the |< or >| buttons at the bottom of the screen. Then, use the < or > buttons to scroll through the user records until the desired record is displayed.
     
2. Once the desired user report is displayed within the User Administration screen, you may make your desired changes and click the Add/Update button to save those changes. The only field within the user record that is not editable is the User ID field, which is assigned by the system each time a new user is created.

To Delete an existing user:

1. Select the desired user record using one of the methods outlined above and click the Delete button.

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