User List - Documentation Acosys

Used By

operations admins according to menu access rights

Data Type

master

Search Keys

Username, Name

When to Use This Form

When there is a new user who needs an account to sign in to Acosys.
When a user's access level changes because of a transfer, promotion, or change of responsibilities.
When an account needs deactivating because the user may no longer access the application.

Before You Start

Make sure the appropriate Role or Access Level has been created.
Prepare the username, full name, and initial password according to internal policy.

Workflow

Open Settings / Users & Access / User List.
Enter the Username as the login ID. Avoid names that are easily confused.
Enter the full name and initial password when creating a new account or when the password needs resetting.
Select the Access Level according to the user's duties.
Set the active status, then save the changes.

Key Fields

Field	Explanation for Users	Status
Username `id`	Login ID the user uses to sign in to the application. Use a unique, recognizable name.	Required
Name `name`	User's full name shown in the application and audit records.	Required
Password `userpassword`	Initial password or replacement password when the account is reset. Follow the company's security rules.	Required
Access Level `roles`	Role that determines the menus, data restrictions, and actions the user may perform.	Required
Active `isactive`	Determines whether the account may still sign in to the application.	Optional
Last Modified `updatetimestamp`	The last time the account data was updated by the application.	Optional

Details and Relations

This form has no detail table. The user's menu rights and access restrictions follow the selected Access Level.

What Happens After Saving

An active account can be used to sign in according to the selected Access Level.
Changing the Access Level immediately affects the menus and data the user can reach.
A deactivated account cannot be used to sign in, but old transaction records still keep the username.

Common Problems

User cannot sign in: check the Username, password, active status, and Access Level.
Menu does not appear: check the settings on the selected Role.
Data cannot be saved: make sure the Username, name, password, and Access Level have been filled in.

Available Fields

The following list summarizes the fields available on the form. Rarely used fields are still listed so they are easy to look up during training or support.

Field	Explanation for Users	Status
Username `id`	Login ID the user uses to sign in to the application. Use a unique, recognizable name.	Required
Name `name`	User's full name shown in the application and audit records.	Required
Password `userpassword`	Initial password or replacement password when the account is reset. Follow the company's security rules.	Required
Description `description`	Additional notes about the user, for example position or work area.	Optional
Access Level `roles`	Role that determines the menus, data restrictions, and actions the user may perform.	Required
Active `isactive`	Determines whether the account may still sign in to the application.	Optional
Photo `photo`	User's profile photo if the company wants to show a visual identity in the application.	Optional
Created By `usercreate`	User who created this account.	Optional
Modified By `useredit`	User who last modified this account.	Optional
Last Modified `updatetimestamp`	The last time the account data was updated by the application.	Optional

User Checklist

The Username is unique and recognizable. The Access Level matches the user's duties. The initial password follows internal policy. Active status is correct, especially for old accounts.

Menu Location

Settings / Users & Access / User List
/form/users