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 - 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
Email 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