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Screenshot: New user creation window

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FieldDescription
LoginSpecify a user's login.
PasswordDefine a password
RoleSelect a role for a user from a drop-down list
Status

Check if you need to prevent a user temporary from having access to the system. The statuses are:

  • Active
  • Blocked
  • Archive
Full NameEnter a user's name. Note that if a user's email is specified, full name in the section serves as a mailto link.
EmailSpecify a user's email
LocaleDefine a language for a user, and it will be used instead of the system one for displaying all dates, reports, etc. If not specified, the system settings are taken.
TimezoneDefine a timezone for a user, and it will be used instead of the system one for displaying all dates, reports, etc. If not specified, the system settings are taken.
ResellerSpecify a reseller, sub-reseller or manager a user belongs to
Supervisor checkboxTick to make this User a Supervisor
CoreAPI TokenThis field cannot be specified in the creation form. CoreAPI Token is automatically generated by the system after a user is created
Allowed IPsEnter IPs or subnets, one record per line, i.e. the user will have access to the system only if he/she logs in via specified IPs


Panel
borderColor#ffffb3
bgColor#ffffb3
borderWidth2px

(warning)   Attention

While creating a new user, bear in mind the following things:

  • Each user can have only one assigned role.
  • We strongly recommend avoiding non-Latin characters in users' logins/passwords
Info
titleVisibility
Non-limited Users (a.k.a. admins) see everything in the system.
Supervisor Users see their Company-related data and of any Companies below.
Users allocated under specific Companies (not Supervisors) - see only their Company-related data.

Archiving a User

If you want to archive a User, click the button. The following window will open, where you will be able to transfer Clients, Rate Tables, and Report Queries ownership to another User:

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