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How to search for and view existing users

User access in the Equus Platform is controlled through the User Maintenance screen via the Users screen at the system level.  From this screen, users can search for existing users.  By default, the s

Updated over 2 weeks ago

User access in the Equus Platform is controlled through the User Maintenance screen via the Users screen at the system level.

From this screen, users can search for existing users. By default, the search includes all User Types and excludes "expired" users.

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Press [Search] to search for existing users using the search parameters. Any matching results are displayed in the Search Results grid. Click on the pencil icon to view/edit the user's record.

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The user's user type drives the display of the User Maintenance screen and whether certain fields can be edited from the screen.

Examples

User Type = Internal and Has All Assignment Rights checkbox is ticked

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User Type = Internal and Has All Assignment Rights checkbox is not ticked

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User Type = External Employee

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User Type = External Employee Delegate

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User Type = API Subscriber

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