Users
Video Tutorial
Overview
The Users in versaSRS are those that will use and manage the application, there are several different types available that will control the level of access a User has in versaSRS.
Administrators can manage versaSRS Users by clicking on the Manage System Users icon in the versaSpinner - Administration Panel under the Administrators tab.
When creating a new User or managing an existing User the following screen is displayed. There are three tabbed sections where the User's details and configuration is input: Login Details, User Details, and Region and Timezone.
Once a User has been created they will need to be assigned to a Team and Skill Group(s) before they will be able to view and action Cases that come into the Team.
Users will also be able to manage their Profiles by clicking their User Icon in the Navigation Header and selecting Edit Profile.
Login Details
| Field/Control | Description |
|---|---|
| User ID | Unique numeric ID assigned automatically to each User when a new User Profile is created |
| Archive User | Controls whether the User is Archived or not |
| Username | Username to be input when logging into versaSRS |
| User Type | Controls the type of User |
| Password | The Password needed to login when Forms Authentication is in use |
| User Theme | Sets the appearance of versaSRS |
| Alert Sound | The noise made by versaSRS when a new Notification is received |
| MFA Method | When Forms Authentication is used this allows for a secondary way to confirm a User is who they say they are |
| Chat Sound | The noise made by versaSRS when a new versaChat is received |
| Screensaver | The amount of seconds the User must be inactive before the screensaver starts |
| Default View | The View the User will see when they first login |
| Can Be Assigned Work | Allows a User to be assigned to Cases, Problems, and RFC's |
| Can Logon | Grants the User access to login to versaSRS |
| Can Run Reports | Allows the User to run Reports with a Security level of User |
| Cannot Change Password | If this is ticked the User will not be able to change their password when using Forms authentication |
| Can Run Admin Reports | Allows the User to run Reports with a Security level of Administrator |
| Must Change Password At Next Logon | When ticked the User will be prompted to change their password next time they login, only works if Forms authentication is in use |
| Can Manage Assets | Allows the User to manage Assets |
| Password Never Expires | When ticked, and Forms authentication is in use, this will override the Global Setting UserPasswordExpiryDays |
| Can Manage Documents | Allows the User to manage Documents |
| Reset Cookies | A quick way to clear the browser cookies for a User, only works if the User ticks this in their own profile |
| Can Manage Forms | Allows the User to manage versaForms/Classic Forms |
| Configuration | Allows for JSON values to be input that interact with back-end configuration(s) allowing for further customisation of versaSRS for individual Users. All values must be contained within curly brackets {}, surrounded by quotes "" (as required), and separated by a comma. Any values copy-pasted directly from Word or another similar word processor may contain formatting which prevents these from working as expected, ensure any and all values are input manually. |
The icon functionality available is as follows:
| Icon | Description |
|---|---|
Set Alias Usernames  |
Displays the Alias username field where Alias usernames can be input |
Generate QR*  |
Allows the User to configure their Authenticator App for versaSRS access *Only displayed when MFA Method is set to 'Authenticator App' |
User Details
| Field | Description |
|---|---|
| Title | Drop-down list of potential User titles |
| First Name | User's first name; this field, along with Last Name will be used to populate the Case User field |
| Last Name | User's last name; this field, along with First Name will be used to populate the Case User field |
| Job Title | User's Job Title/Role |
| Organisation | User's Organisation/Workplace |
| Address | User's Address |
| City | User's City |
| State | User's State of residence |
| Zip | User's Zip/Postcode |
| Country | User's Country of residence |
| Home | User's Home phone number |
| Work | User's Work phone number |
| Mobile | User's Mobile phone number |
| Page | User's webpage/personal blog/social media etc |
| User's Email | |
| Signature | User's Signature, this will be used for outgoing emails when Operator's Signature is selected. Double clicking this field will bring up the HTML Editor that allows you to easily format and style the content. |
| Notes | Area to store any Notes for/about the User |
Region and Timezone
| Field | Description |
|---|---|
| Timezone | Allows versaSRS to be displayed to the User in the Time zone they live in |
| Region | Controls the formatting of displayed dates, times, and currency values in versaSRS |