User Manual

To edit a user's name or email address select the user and then select the field you want to edit. This will put it into edit mode showing a blinking cursor waiting for text input. Alternatively double click the user name or select the user and select Edit User which will also provide a means to change the user password.
 

 
 

To edit the permissions of a user or group select the name of the user or group. This will enable you to see their permissions and you can change their permissions by ticking and unticking the relevant User Permissions.

If a user leaves the company or changes their position, you can assign the responsibilities of that user to a new user. If the user had approval responsibilities, was in the process of editing a document or had been assigned as a default user for some action, those responsibilities can all be transferred to the new user.

There are two ways of doing this:

1.Right click a user and select Transfer responsibilities to another user.
 

 
In the window that opens up, select which user you want that responsibilities to be transferred to. Select Transfer.
 

 

2.Delete a user who has responsibilities and select Yes when asked whether you want to assign the user's responsibilities to another user. Select who you want to transfer the responsibilities to and select Transfer. Note that you will only be asked to transfer responsibilities if the user being deleted had any.

To delete a user or group select the user/group and select Delete User or Delete Group.