On the users page, click on a user's name to show the details page, on the right.
See this page on how to get to the users page
https://help.easyprojects.net/hc/en-us/articles/115001743192-Modifying-users
Creating or editing a user is done using the user details section.
The section consists of the following sections:
| Icon/Drop-down list/Field | Attribute/property/section | Description |
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User status and login ability (active or inactive; can or cannot login ) | The status and login ability determine whether the user takes up a license.
Three states are available:
TIP: You can FREE UP a license/seat by setting a user to the Inactive status or revoking its right to login. |
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Display name + Last visit date |
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User picture (avatar) placeholder | The placeholder for the user's picture. See User picture for how to upload an avatar. |
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Primary fields |
These are the primary fields in the user profile. |
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Custom fields |
Listed below the primary fields are the custom fields, as set in User Menu | Custom Fields. |
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Personal Schedule | The section allows you to set the user's personal schedule for each day of the week including weekend. |
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Extra features button & menu | The extra features differ depending on whether it is a regular user or guest. Regular user:
Guest user:
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Close button | Use the button to close the user details section. |
| * Regular users only | ||
Extra options & features (Regular users)
To access extra options and features:
- Click atop of the section.
The extra options and features are described below.
| Option/feature | Description |
| Assigned activities | This feature takes you to Activity Center where an appropriate filter is applied to show all the activities to which the user is assigned to. This is a time saver. |
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Assign current role |
This option allows you to apply the user's current role, e.g. Participant, to all the projects where they are assigned to. NB: If the user's current role is Administrator, the role to be applied to all the user's projects is the built-in role Project Manager (ID=2). |
| Security log | This menu item allows you to access the log of time-stamped password-related operations initiated by the user. A sample lag is shown below. |
| Rate history | This history log lists the dates when the user's billing hourly rate and default internal hourly rate changed. |
| Generate & email password | This feature allows you to generate a new password for the user and email it to the same. This is useful if you prefer not to know the user's new password for security reasons. This can also enhance overall security if you use this feature on a regular basis thus lowering the risk of poor password management by your users as you force them to change their password more frequently and providing them with a strong password every time you use the feature. |
| Change password | This feature allows you to change the user's password manually. |
| Delete | This options allows you to delete the user. |
Extra options & features (Guest users)
To access the extra options and features:
- Click atop of the details section of a guest user.
The extra options and features are described below.
| Option/feature | Description |
| Assigned activities | The same as in Extra options & features (Regular users) above. |
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Convert to regular user |
You can convert a guest to a regular user, providing you have available seats in your license. To convert a guest:
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| Security log | Same as in Extra options & features (Regular users) above. |
| Generate & email password | Same as in Extra options & features (Regular users) above. |
| Change password | Same as in Extra options & features (Regular users) above. |
| Delete | Same as in Extra options & features (Regular users) above. |
Can Login: Use this switch to create so-called ‘resource’ users. In a nutshell, a resource user is an active user you do not need to log into and have access to the system, thus sparing one user license or more. You can assign activities to them, just like normal users but they are not able to login themselves. One example of using a resource user is when there is an office car on some project, and, say, project manager is charged with adding car maintenance costs to the project expense sheet at regular intervals, based on a mileage log kept by a project driver. In this case the car is added as a resource user.
Inactive: Turn off the Active status for the users who are not to be active any more for some reason, thus freeing up one or more user licenses available for adding new users, thus saving money. Inactive users are marked with a gray circle with a bar through it. Inactive user appear on the Users list (with the 'Show inactive' filter applied) and in project and activity assignments if they became inactive after they had been assigned. They are not present on the user list when assigning a project or activity.
IMPORTANT: Neither ‘Cannot login’, nor ‘Inactive’ users can be recipients of EP email notifications, nor can disabled users have time entries added for them by someone else.
Inactive: Turn off the Active status for the users who are not to be active any more for some reason, thus freeing up one or more user licenses available for adding new users, thus saving money. Inactive users are marked with a gray circle with a bar through it. Inactive user appear on the Users list (with the 'Show inactive' filter applied) and in project and activity assignments if they became inactive after they had been assigned. They are not present on the user list when assigning a project or activity.
IMPORTANT: Neither ‘Cannot login’, nor ‘Inactive’ users can be recipients of EP email notifications, nor can disabled users have time entries added for them by someone else.